Build Event Invite List

When you need to fill seats for a customer event

This skill turns a CRM campaign record for an event into a ranked, segmented invite list with tailored invite copy for each audience bucket and sequencer enrollment. Owned accounts are held for rep approval rather than sent automatically.

Davide Grieco

Head of Growth at Clay

About this Skill

When to use it

This Skill is essential when you need to create a targeted invite list for events such as customer dinners, roadshows, or conferences. It helps ensure that the right audience is invited based on specific criteria like relationship type, account eligibility, and seniority. If you find yourself asking who to invite to an event or how to fill seats effectively, this Skill provides a structured approach to building that list. Avoid using it for unrelated tasks like scoring accounts or following up after events.

What it delivers

The Skill generates a ranked invite list, tailored invite copy for each audience bucket, and manages sequencer enrollment. It unlocks the decision of who to invite based on defined criteria and ensures that only eligible accounts are considered. The boundaries include not sourcing from out-of-scope relationships and adhering to the specified account eligibility and persona definitions.

SKILL.md preview

# SKILL.md

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## Workflow instructions

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## Outputs and examples

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How someone would prompt this

Here's the campaign for our October RevOps dinner in New York, 20 seats — who should we invite?

Other ways to ask

Inputs & outputs

What someone provides before the Skill runs, and the reviewable artifacts it returns.

Inputs

The CRM
- Specify which CRM holds the campaigns and the relevant objects and fields
- if missing, the process stops.
The campaign
- Provide the identifier of the campaign record for this event
- if missing, the process cannot proceed.
The event brief
- Include the premise, date, city or venue, seat count, and host or speaker details
- if missing, the process halts.
Room scope
- Indicate which relationships this room is for: existing customers, open opportunities, net new, or a combination
- if missing, the process stops.
Account eligibility
- Define the account-level filter for qualifying accounts
- if missing, the process cannot continue.
Customer definition
- Specify the field or state indicating existing customers
- if missing, the process halts.
Seniority and persona
- Provide the seniority rule, function, and title keywords
- if missing, the process stops.
Event city or region
- Specify the venue city and the distance considered
- if missing, the process cannot proceed.
Geographic field precedence
- Indicate whether proximity is based on the contact's location, account HQ, or either
- if missing, the process cannot continue.
Max contacts per account
- Define how many people per account may be invited
- if missing, the process cannot proceed.
Invite-to-seat ratio
- Specify how many invites to send per seat
- if missing, the process cannot continue.
Copy preference
- Provide a sample invite or tone rules
- if missing, the process cannot proceed.
Sender identity
- Specify who the invite comes from
- if missing, the process cannot continue.
Approval mode
- Indicate the review mode: review, hybrid, or auto
- if missing, the process cannot proceed.
Suppression list
- Provide a list of individuals who must not be invited
- if missing, the process cannot continue.
The sequencer
- Specify where the sequences live and which sequence is the invite sequence
- if missing, the process cannot proceed.

Outputs

Ranked Invite ListA prioritized list of invitees segmented by relationship type, ensuring tailored communication for each audience.
Approval QueueA list of invitees awaiting approval from account representatives, ensuring no invites are sent without consent.
Invite Copy SetCustomized email drafts for each audience segment, highlighting the event's premise, date, and relevance to the invitee.
Execution ReceiptA summary of the sourcing and enrollment process, detailing the number of candidates processed, costs incurred, and any unbucketed rows.

Representative output

Ranked Invite List

Relationship Type	Invitee Name	Reason for Inclusion
Acceleration	John Doe	Open opportunity
Net New	Jane Smith	New prospect

Approval Queue

Invitee Name	Status	Reviewer
John Doe	Pending	Account Rep 1
Jane Smith	Pending	Account Rep 2

Invite Copy Set

Audience Type	Email Draft
Acceleration	"Join us for a discussion on..."
Net New	"We'd love to introduce you to..."

Execution Receipt

Total Candidates Processed: 184
Total Costs Incurred: 28.4 credits
Unbucketed Rows: 6

How the Skill runs

Follow the steps in order. Each row includes the full instruction.

Confirm the platform, and say where the work runs

Confirm the CRM platform and the specific workspace where the work will run, ensuring all dependencies are clear.

Say what the run will do, then interview in two tiers

Explain the process and ask a series of decisive questions to gather necessary inputs, ensuring clarity on what the run will do.

Translate the persona onto both surfaces

Translate the persona requirements into both the CRM query and the people-search action, confirming accuracy with the installer.

Read the CRM, free, filter to eligible accounts, and bucket

Read the CRM data at no cost, applying filters for eligibility and geographic constraints to narrow down the candidate pool.

Free elimination, before anything paid

Perform free eliminations based on proximity, suppression lists, seniority, and duplicates before any paid actions.

State the cost, get approval, and wait

Present the cost for net-new sourcing, obtain approval, and wait for consent before proceeding.

Source net-new people, only where scope and the CRM both call for it (paid)

Source net-new individuals only if the scope allows, running against eligible accounts that the CRM could not fill.

Rank inside each bucket, then cut to the invite target

Rank candidates within each bucket based on defined criteria and cut to the invite target, reporting the results.

Write the copy: one email per in-scope bucket, in their voice

Draft the invite copy for each bucket, ensuring it aligns with the specified voice and context.

Route the list by the approval mode they chose

Route the invite list according to the chosen approval mode, ensuring proper handling of each row.

Enroll the approved, and deliver

Enroll approved individuals into the sequencer and deliver the final output, detailing the results and any missing elements.

Connections required

CRMRequired connection

Install Clay and run it

1Install ClayUse the connector or official plugin in your coding-agent environment.
2Sign up or log inAuthorize Clay access and return when the connection is ready.
3Install the SkillRun the one-line install command from the Add this Skill card.
4Run the SkillPaste the example prompt and review the result.

Version history

Version 3From submitted SKILL.mdCurrent