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Account Research Workflows for Sales Teams

Research any account in seconds. Clay workflows and AI skills pull firmographics, news, hiring, and tech stack data into a brief your reps can use. Compare the listed Skills by their inputs, expected outputs, and required tools. Open a Skill to review its workflow and example results before choosing one for your team. Use the filters below to narrow the collection to your needs.

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8 Skills

Showing 1–8 of 8 skills

Lorcan O'Rourke

Lorcan O'Rourke

Solutions Engineer at Clay

Clay

Find Recent Company Developments

Builds a Clay workflow that turns a list of companies into dated, sourced briefs on new leadership, M&A, news, and transformation activity inside a time window you set.

Matteo Fois

Matteo Fois

Co-Founder at Kinetyca

Kinetyca

Swap Test

Checks how much of a cold email is generic template versus specific fact, then rewrites the template sentences using only sourced details.

Eric Nowoslawski

Eric Nowoslawski

Founder at Growth Engine X

Growth Engine X

Pricing Page Signal

Checks whether a company publishes public self-serve pricing and extracts its plan tiers, prices, and pricing model into a structured record for each domain.

Matteo Fois

Matteo Fois

Co-Founder at Kinetyca

Kinetyca

List Clearance

Checks a lead list against seven pass or fail gates and returns a go, fix, or no-go verdict along with the usable rows and every rejected row's reason.

Matteo Fois

Matteo Fois

Co-Founder at Kinetyca

Kinetyca

Kill Or Keep

Judges every live outbound campaign against pre-set reply-rate thresholds and returns a kill, scale, or keep verdict for each one.

Josh Whitfield

Josh Whitfield

Founder at Content Marketing Media

Content Marketing Media

Alpha Campaign

Builds a Clay workflow that sources up to 100 people from your audience brief, qualifies them, finds and verifies their work email, and writes an evidence-backed outreach draft for each one.

Josh Whitfield

Josh Whitfield

Founder at Content Marketing Media

Content Marketing Media

Alpha Copy

Alpha Copy turns a verified company change into an evidence-backed outreach email built from your own offer, ICP, CTA, greeting and signature.

Josh Whitfield

Josh Whitfield

Founder at Content Marketing Media

Content Marketing Media

Alpha Radar

Builds a reusable Clay workflow that finds professional candidates from a brief, checks their public work, scores the evidence, and learns from likes and dislikes to sharpen future shortlists.