1. Import Companies (CSV Upload)

Upload a CSV with your target companies. Minimum required:

• Company Name — e.g. Salesforce, HubSpot, Gong

• Company Domain — e.g. salesforce.com, hubspot.com

  

2. Find Recent Signals (PredictLeads)

Clay scans news, blogs, and PR sites for buying signals from the last 30–60 days:

• News — product launches, partnerships

• Fundraising — new funding rounds

• Hiring — job postings, team growth

• Promotions — leadership changes

Returns up to 100 events per company with summaries, categories, and dates.

3. Extract Signal Details (Formulas)

Automatically extracts the most recent signal into clean columns:

• Signal Type — e.g. Product Launch

• Signal Date — e.g. 2026-04-10

• Signal Details — e.g. Salesforce announces new AI-powered sales tools

4. Find Decision Maker (FullEnrich Search API)

Calls FullEnrich's People Search API to find the sales leader at each company. Only runs if Company Domain exists.

• Titles: Head of Sales, VP Sales, Chief Revenue Officer

• Seniority: VP or Director level

• Returns: Full Name, LinkedIn Profile, Country

  
  

POST https://app.fullenrich.com/api/v2/people/search
{
  "limit": 1,
  "current_company_domains": [
    { "value": "{{company_domain}}", "exact_match": true }
  ],
  "current_position_seniority_level": [
    { "value": "VP" },
    { "value": "Director" }
  ],
  "current_position_titles": [
    { "value": "Head of Sales" },
    { "value": "VP Sales" },
    { "value": "Chief Revenue Officer" }
  ]

POST https://app.fullenrich.com/api/v2/people/search
{
  "limit": 1,
  "current_company_domains": [
    { "value": "{{company_domain}}", "exact_match": true }
  ],
  "current_position_seniority_level": [
    { "value": "VP" },
    { "value": "Director" }
  ],
  "current_position_titles": [
    { "value": "Head of Sales" },
    { "value": "VP Sales" },
    { "value": "Chief Revenue Officer" }
  ]

POST https://app.fullenrich.com/api/v2/people/search
{
  "limit": 1,
  "current_company_domains": [
    { "value": "{{company_domain}}", "exact_match": true }
  ],
  "current_position_seniority_level": [
    { "value": "VP" },
    { "value": "Director" }
  ],
  "current_position_titles": [
    { "value": "Head of Sales" },
    { "value": "VP Sales" },
    { "value": "Chief Revenue Officer" }
  ]

5. Extract Contact Details (Formulas)

Parses the FullEnrich API response:

• Full Name — e.g. Sarah Johnson

• LinkedIn Profile — e.g. linkedin.com/in/sarahjohnson

• Country — e.g. United States

Uses optional chaining (?.) — returns null if no match found.

6. Enrich Work Email (FullEnrich)

Uses FullEnrich's email waterfall to find verified work emails. Only runs if Full Name exists.

• Full Name → from Step 5

• Company Domain → from Step 1

7. Enrich Mobile Phone (FullEnrich)

Uses FullEnrich's phone waterfall to find direct mobile numbers. Only runs if Full Name exists.

• Full Name → from Step 5

• Company Domain → from Step 1

8. Cold Email Opener (AI - Claude 3.5 Sonnet)

AI writes a 2–3 sentence cold email opener that mentions the specific buying signal. Only runs if Work Email exists.

Example output:

9. Flag Outreach-Ready Contacts

Automatically marks Yes if a valid work email exists, No otherwise. Use this to filter your table and see only leads ready to export.

Pro tip: Skip mobile phone enrichment initially to save 25 credits per row. Only run it for high-priority contacts where you need a direct phone number for cold calling.

How to execute this workflow

1. Upload your CSV → companies are in the table

2. Run Company Signals (PredictLeads) — test with 5–10 rows first

3. Signal formulas auto-calculate

4. Run FullEnrich Search API

5. Decision maker formulas auto-populate

6. Run FullEnrich Email (only rows with Full Name)

7. Run FullEnrich Phone — optional, high-priority only

8. Run AI Opener (only rows with Email)

9. Filter by "Ready for Outreach = Yes" → Export