Research every account the way your best rep would.
Clay combines many data sources and AI research in one table. We build the tables, the research and the hand-off into your CRM.
Work we can help with in Clay
Account research at scale
The questions your best rep asks, answered for every account on a list.
Lead enrichment and routing
Filling in what you know about a lead and sending it to the right person.
Personalized first lines
Drafted from the research, approved by the rep before anything is sent.
Clean CRM hand-off
Only agreed fields written back, with the source kept.
Example workflows
Jobs that fit Clay. Each is scoped to your process.
Account researcherBRIEFS 4Company and sectorRecent newsPast work with the firmQuestions for the callfrom your CRM and public sourcesready before the callSalesAccount researcher
Prepares a brief on an account before a call, from your CRM and public sources.
CRM assistantUPDATES 3Next step and dateapprovedContact’s role changedapprovedDeal stageto approvefrom the meeting notesapproved by the repSalesCRM assistant
Suggests CRM updates after a meeting, for a person to approve.
How we help
Working in weeks. Tested on your work.
Most scoped agents take 2–3 weeks once access and sample work are ready.
Map the workflow, confirm access, and decide what a successful result looks like.
Run it on your past work, including exceptions. Check the results against the agreed requirements.
Start with every output checked, train the owner, and tune the workflow for 30 days.
Related tools
Claude
Anthropic’s AI assistant for writing, analysis and research, and the API behind it.
ChatGPT / OpenAI
OpenAI’s assistant for teams, and the API for building your own applications.
Microsoft Copilot
AI inside Microsoft 365: Word, Excel, Outlook and Teams, plus Copilot Studio for agents.
AI Ready is independent of Clay. Clay is a trademark of Clay.