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Build Event Invite List

The Build Event Invite List Skill transforms a CRM campaign record for an event into a ranked invite list, tailored invite copy, and sequencer enrollment.

Davide Grieco
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.

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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

  • 01The CRM
    • Specify which CRM holds the campaigns and the relevant objects and fields
    • if missing, the process stops.
  • 02The campaign
    • Provide the identifier of the campaign record for this event
    • if missing, the process cannot proceed.
  • 03The event brief
    • Include the premise, date, city or venue, seat count, and host or speaker details
    • if missing, the process halts.
  • 04Room scope
    • Indicate which relationships this room is for: existing customers, open opportunities, net new, or a combination
    • if missing, the process stops.
  • 05Account eligibility
    • Define the account-level filter for qualifying accounts
    • if missing, the process cannot continue.
  • 06Customer definition
    • Specify the field or state indicating existing customers
    • if missing, the process halts.
  • 07Seniority and persona
    • Provide the seniority rule, function, and title keywords
    • if missing, the process stops.
  • 08Event city or region
    • Specify the venue city and the distance considered
    • if missing, the process cannot proceed.
  • 09Geographic field precedence
    • Indicate whether proximity is based on the contact's location, account HQ, or either
    • if missing, the process cannot continue.
  • 10Max contacts per account
    • Define how many people per account may be invited
    • if missing, the process cannot proceed.
  • 11Invite-to-seat ratio
    • Specify how many invites to send per seat
    • if missing, the process cannot continue.
  • 12Copy preference
    • Provide a sample invite or tone rules
    • if missing, the process cannot proceed.
  • 13Sender identity
    • Specify who the invite comes from
    • if missing, the process cannot continue.
  • 14Approval mode
    • Indicate the review mode: review, hybrid, or auto
    • if missing, the process cannot proceed.
  • 15Suppression list
    • Provide a list of individuals who must not be invited
    • if missing, the process cannot continue.
  • 16The sequencer
    • Specify where the sequences live and which sequence is the invite sequence
    • if missing, the process cannot proceed.

Outputs

  • 01Ranked Invite ListA prioritized list of invitees segmented by relationship type, ensuring tailored communication for each audience.
  • 02Approval QueueA list of invitees awaiting approval from account representatives, ensuring no invites are sent without consent.
  • 03Invite Copy SetCustomized email drafts for each audience segment, highlighting the event's premise, date, and relevance to the invitee.
  • 04Execution 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 TypeInvitee NameReason for Inclusion
AccelerationJohn DoeOpen opportunity
Net NewJane SmithNew prospect

Approval Queue

Invitee NameStatusReviewer
John DoePendingAccount Rep 1
Jane SmithPendingAccount Rep 2

Invite Copy Set

Audience TypeEmail 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.

01
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.

Step
02
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.

Step
03
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.

Step
04
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.

Step
05
Free elimination, before anything paid

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

Step
06
State the cost, get approval, and wait

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

Step
07
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.

Step
08
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.

Output
09
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.

Action
10
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.

Action
11
Enroll the approved, and deliver

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

Step

Connections required

CRMRequired connection

Install Clay and run it

Sign in once, install the Skill, then run the prompt.

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

Version history

Version 3From submitted SKILL.mdCurrent

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