9 use cases that work with Clay, a data and signals system.
Clay is where many teams build agent-driven research and enrichment. Agents research accounts across a segment, score fit, write first lines, find addresses and feed personalized pages or outreach, with results stored back in tables or the CRM.
9 use cases in this library work with Clay, across Prospecting / Outbound, Pipeline Hygiene / CRM, Content and Collateral. The first ones to look at: Plan a rep's field day: scored stops, an optimized route and leave-behinds; Book inbound demos instantly and hand AEs a Clay-built prospect report; Build a signal-triggered prospecting agent from Clay, n8n and Claude. One of them is a vendor-neutral reference setup, where Clay is one of several interchangeable options. 9 of them include a copy-paste prompt.
Each entry explains what triggers the agent, which systems it reads from and writes to, the steps it follows, what it costs to run and the gotchas people hit. Every entry links to its original source, so you can read the full write-up before you copy a setup into your own Clay account.
Browse by category: Prospecting / Outbound, Pipeline Hygiene / CRM, Content and Collateral. Recipes that use it: Keep my pipeline honest, Run a great field day.
For reps who visit accounts in person, this agent picks the best accounts nearby, plans an efficient route, and preps a brief and leave-behind page per stop. Afterward it logs visits and next steps in the CRM.
Works with any of SalesforceHubSpotGoogle Maps +5
When a buyer requests a demo, this setup books the meeting on the spot and then sends the salesperson a short research report on the prospect. Buyers get a fast meeting and the salesperson shows up informed.
Works with Chili PiperClay
This agent watches for a real reason to reach out, such as a company event, then researches the contact, judges fit and writes a first line explaining why now. Outreach is based on timing, not a static list.
Works with Clay
Once a week, this agent reviews the CRM for duplicates, bad values, gaps and dead deals and proposes fixes that a person approves before anything changes. Cleanup becomes routine instead of a rushed purge.
Works with HubSpotSalesforceSlack +1
This setup builds a personalized web page for each target prospect, with their company logo, role and tailored copy, and keeps every page updated from one table. Marketing and sales can send a custom page without building each one by hand.
Works with ClayWebflow
This agent researches target accounts to find which competitor they use and why, then puts that context in the CRM. Reps get something they can sell against instead of a bare yes or no.
Works with ClaySalesforceLinkedIn
An AI assistant reads what was actually said on past calls with an account and helps rewrite the follow-up steps to match. Managers can also ask which committed deals have gone quiet.
Works with SalesloftClariClay
This agent keeps researching a whole group of accounts, such as lost deals, and records things like the real reason a deal was lost. Reps stop redoing the same research every time they revisit an account.
Works with ClaySalesforceHubSpot +3
This setup takes a targeted prospect list from LinkedIn, then verifies emails, scores fit and writes a personalized first line for each person. Reps start outreach from a ready list instead of a raw search.
Works with LinkedIn Sales NavigatorClay
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