So, a lead just came on your website and they booked a call, right? Usually, your sales team will spend some time to try to figure out anything and everything they can to prepare for their call. But like, let's not do that anymore. Okay, let's create a workflow that will do all the research we want on our sales team wants to help them prepare for a call. This is how we're going to do it. So, we're inside of our clay table and just to give you some context, this is a table of contacts that had filled out a form and immediately booked a call. If they had filled out a form and then they book a call a little while later, they will also go inside of this, right? So, I want to like save my sales team a bunch of time on research and that they could just like use that information to prep for that call. Right? So, first off, you could see that I imported these contacts from a HubSpot list. It brings in all our properties. Yeah, look at that. That's a lot, right? But I could use all that information to my benefit. Okay, so moving along right here. First thing I did was normalize domain cuz I like to keep it nice and clean. Next, I use Apollo to enrich person. Now, I personally like using Apollo. It gives a lot a lot a lot of information. And then I fill in the blank spaces from there. and it gives you a bunch under its free API within a certain time frame. So, that's really good. Now, I've had two things that are super important for me at this point. I'm using Apollo's IP filter for like location, the IP city, IP state, IP country. I kind of like put them together along with the information that I got from enriching person to give me everyone's location, right? So those two things happen like immediately and I'm using this location identifier to determine right off the bat if some of these people are even on target. So I'm not enriching for people who are within certain countries immediately. It just saves me some clay credits cuz I know they're immediately not going to be a fit. Right? For everyone else, I'm reaching everything else so that sales team has that data. But once they're not in the countries that we can and work with, then I leave everything else blank. Cool. So, going right back to Apollo's enrich persons, right? So, Apollo gave me a bunch of information I'm using I'm using to try to get more titles because a lot of these people fill out a form but did not add their title for LinkedIn URLs. Okay. Then also company LinkedIn URL and Apollo also gives you some company description which gives me a lot already right but sometimes there's going to be empty spaces other times it can't find a company you can't find a person and that's where I use everything else inside of clay to enrich just for that okay so good example here is like I use AI to fill in the company description and to give you a look into what that looks like. I asked the AI to look at the website and give me like a two to three words, I mean sentence of what this company does and it's just simply filling in the blanks here. So I estimated the number of employees. That's what you have here. And something else I did do was role duration. So my sales team wanted to know how long someone was in a specific role. Well, how did I use that? I then use the start date from this enrich person column. Right? See, I told you guys it's like there's so much information that you could get for next to nothing inside of Clay. And what does that formula look like? I know it looks a little bit crazy, but Clay definitely helped to make it easier when I wrote it here. So, I'm just having it determine like how many months or how many weeks they've been at the company. I did say Apollo gave you a lot of information, and it did. It totally did. It sometimes misses revenue information. And how I do that, I love to use a waterfall. Two of my favorite ones are like data labs and then clear bit, right? Clear bits a little bit more pricey. So that's why it's a secondary one. Okay. And then I merge these columns together to give me more re as much revenue for these companies as I can get. Now moving on, something else my sales team requested of me. They wanted to know funding details of these companies. And that means like you know when was their last fund, how much it was, who was the investor. And I was able to do that for them using this AI researcher. You could see that it's going to research the page. It's going to tell me if it's like how much funding they had, seed, like what series, all of that. And what that information looks like is like this. Here are the results, right? Great. A lot of information available now at my fingertips. Next, I enrich for company itself. You might be wondering why did I enrich for company itself? Well, there was like one thing I really wanted that the regular enrich per person in Apollo does not give which is I wanted to know the approximate number of people within um different departments. For me, I wanted to know sales, marketing and operations department. Those are the people that I wanted to see. So, I created a formula that will put them all together. So, for this company, I could see they have six, none in marketing and one in operations. And you know, that might not be the most realistic thing, like how can they have not anyone in marketing? It just simply means that there's not anyone with like maybe a standard marketing title at that company or they just don't have the information. But I feel like, you know, some information is better than no information. And my sales team could go inside of these calls with like an idea of what's happening within inside.org. In this example, you can see they have six, nine, and seven. So that's great. Next, I will look for text stack. Yes, of course, I need to find text stack, but more importantly, I'm looking for some specific text stacks. I enrich for the text stack and then I created this formula here, which is searching to see if any of these text stacks are listed here. And if they are, they're going to list them right here. So, I'm looking for HubSpot, of course, and you know, a few others. Cool. And last, but certainly not least, is I'm using my AI researcher here to look for possible revenue models. We're a Roblox company. So, this is a no-brainer. Obviously, what that kind of looks like is I set this up to like research a page. I want it to look at its pricing plans, product pages, all of that, and try to look at exactly like what it could possibly be. And yeah, it's going to give me some that it's not as confidence in, but I'm still going to use it. Again, it's to

 give my sales team an idea, right? They're they're going to do the same type of research and come up to possibly the same type of conclusion, and it saved them a whole bunch of time. So, now I need to get all that information over to HubSpot. So, I created a new column for um compiling all these notes together. And you could see I added brakes. Reason for that is because I created a property in HubSpot that was a rich text property to receive this. That rich text property receives this information. And as you could see from these following screenshots that I created a simple workflow that would then add this information to a note like you can see right here. And that's it. Stay tuned for more.