Some setup — keys, settings, or a connected account
Worth knowing: Leaving Clay's 'auto update' toggle on re-runs columns on every edit and can silently burn through paid credits.
Summarized from 3 community tutorials · July 2026
Highlights
Waterfall email enrichmentChains multiple data providers (e.g. Prospeo, Lead Magic) to find and validate work emails, billing credits only for whichever provider actually succeeds.
AI website research & fit-scoringAn AI agent visits each lead's website, summarizes what the company does, then a second AI pass classifies fit (e.g. B2B vs B2C, broker vs not).
Built-in company/people search with AI filtersNative 'find companies/find people' tool lets you filter by industry, size, funding, and plain-English AI filters like 'B2B, subscription revenue'.
Personalized icebreaker generation from templatesCommunity/vendor templates turn LinkedIn profile, education, or scraped site data into hyper-personalized first lines for cold outreach.
One-click push into outreach toolsEnriched, qualified rows map directly into a Smartlead or Instantly campaign with a conditional rule (e.g. only if company is B2B) before sending.
Summarized from 3 community tutorials · July 2026
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