Скачать или смотреть Find any data point with Clay | Claygent, formulas, APIs

Summary

In this video, we explore how to use Clay to identify and categorize relevant data points about target accounts, specifically focusing on project categories for architectural companies. The workflow involves leveraging Google search, APIs, and language models to obtain accurate insights into client projects. This approach highlights the importance of using reliable data sources and categorization to streamline outreach efforts.

Workflow Steps

Input Domain: Normalize the target company domain for searching.
Google Search: Use specific terms (e.g., "services," "projects") to find the most relevant project pages.

API Integration: Employ Serper for efficient searches and Haiku to identify the main project URL.

Data Scraping: Utilize a model (Sonnet) to scrape and categorize project data from the identified URL.

Category Mapping: Match specific project categories to broader predefined categories using formulas.

Prioritization: Rank categories by importance using a formula to determine the best outreach focus.

Review and Output: Final output is a prioritized list of categories for client messaging.

Key Concepts
Binary vs. Non-Binary Results: Understanding that data interpretation can vary, and not all results are straightforward.

Data Categorization: Emphasizes structured categorization for clarity and actionable insights.

Cost Consideration: Balancing model costs with business value to ensure efficient scaling of processes.

This workflow provides a systematic method for categorizing projects and tailoring client outreach based on the most relevant insights.