Clay
Intent & enrichment
Clay runs a waterfall across more than a hundred data providers, filling gaps until a company or contact record is complete. Revenue Labs reads what Clay returns and folds it into account and contact state, so an enriched field becomes something every rep can act on.
Website
Account Sourcing·23 accounts sourced today
Sourcing today's territory… ›
TriggerSchedule · 09:30 daily run · Apollo search against ICP and territory rules
Deploy agentDeploying Account Sourcing agent across today's target territory
Use skillLoading skills · Account Research · ICP Assessment
Reference memoryReading memory · ICP · Territory Planning · Suppression
ReasoningCorrigan Freight was one of 23 accounts that cleared ICP and territory logic overnight; 4 looked like duplicates already in HubSpot and were skipped before they reached a rep
ActionBuild the selected account list and enrichment waterfall → write the approved records to Clay
✓Sourced in 6 seconds ›
Sourced accountsinClay
Revenue LabsAPP9:47 AM
LIVE
Prospecting Briefing: Renata Kowalski · Wed 22 Jul
STATE CHANGES9 overnight
VERY HIGH1 account
MEETINGS MTD11/16
PIPELINE MTD$225K/$465K
NEW ACCOUNTS23 overnight
ACCOUNT SOURCING
Overnight: 23 accounts cleared ICP and territory logic, including Corrigan Freight
Duplicates skipped: 4 already flagged in HubSpot
TOP PRIORITY
Corrigan Freight · [Very High] [Sourced overnight]
Why now: Cleared ICP and territory logic overnight, first Very High signal from today's run
Recommended action: Call before 11:00
Review New SignalsAccount SummaryAsk Agent
The tool alone > AI bolted on > AI-native
What changes when Clay feeds a system that learns
Three jobs Clay already does, and what each becomes when its evidence joins live company, contact and deal state.
01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Waterfall enrichment
Waterfalls query providers in order.
Clay searches data providers sequentially until it finds a usable result. An operator still chooses the order, monitors credits, and checks the returned field before it is used.
Research and enrichment stay in Clay.
Clay's agents and web research return findings inside Clay. They remain provider and prompt scoped, with no shared deal history to explain whether the result mattered.
Returned fields join account evidence.
Clay's returned field joins the matched company or contact with the rest of its evidence.
Tables and workflows
Tables turn rows into workflows.
Clay tables connect sources, transformations, and actions around each row. Operators still set the logic, review errors, and decide when an output is ready to use.
Workflow generation stays in Clay.
Clay can create research functions and enrichment workflows from instructions. The logic remains in Clay and does not learn from the later deal outcome.
Next run sees the whole state.
Returned fields are read alongside conversations, activity, and deal state instead of treating the table row as the whole context.
Research columns
Research columns add context to a row.
AI web research can read pages and documents and place findings beside a person or company. A researcher still validates the result and decides which context belongs in the motion.
Research explanations stay in Clay.
The research summary is useful within Clay, but it cannot show which source detail changed a deal or whether the recommendation worked.
Enrichment weight changes with results.
On the next account, enrichment uses the fields the system learned were associated with progress, loss, or silence.
Runs on it
Capabilities that act on connected evidence
Prospecting
Contact Sourcing
Active
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Contacts appear when an account opens
Contacts are sourced and prioritised against persona and ICP logic with reasoning attached.
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Persona changes re-check fit
The contact set reruns against new logic and reprioritises who still fits.
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Material stakeholder changes are flagged
Champion or economic-buyer changes are checked against the person's account role.
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Results refine who gets prioritised
Meetings, replies and opportunities update persona-selection and prioritisation logic.
Current, reasoned contact coverage builds pipeline while reducing enrichment and research work.
Prospecting
Account Sourcing
Active
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New segments open with mapped accounts
ICP, territory, signal and suppression logic source accounts as a segment opens.
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Territory coverage stays current
Territory logic carries ownership, exclusions and history forward as they change.
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Market expansion uses proven signals
The same ICP and signal logic scores accounts in the new market.
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Winning cohorts refine targeting
Meetings, opportunities and wins show which cohorts performed before RevOps approves changes.
Connected market data keeps qualifying accounts current and cuts list-ops work.
Prospecting
ICP Assessment
Active
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The assessment explains account fit.
It applies ICP, product, persona and suppression logic with evidence.
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The assessment reruns when state changes.
A material account change triggers a fresh fit judgement.
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One governed standard covers the book.
Scheduled reassessment reapplies the same criteria and exclusions.
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The fit case is ready for prioritisation.
The account carries evidence, passed and failed criteria, and exclusions.
RevOps owns ICP logic and approves upgrades.
BUILT FOR SECURITY, CONTROL AND SCALE
Connect data securely, capture every agent's activity, and enforce permissions with ease.
Learn about our security →CERTIFIED + COMPLIANT WITH:
ISO 27001:2022
GDPR
CCPA
Data Protection Act 2018
The GTM teams that learn fastest will win.
Connect your stack to a system that learns.