<aside> 👋🏻 Hey there! This is a quick guide on how to set up the JB automated research process that John demo’s in his recent LinkedIn post.
We recommend you open each of the templates and assets located below in a new tab – make sure that you have the right Google, Zapier, and Clay accounts set-up, and then following the guides in each page (video + written steps) to configure this for yourself!
If you’ve got questions about what we’ve done here, or you’re interested in setting up similar or more custom workflows to enable your revenue orgs using Clay - email [email protected] with what you’re looking to do!
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<aside> ℹ️ P.S - Sign up for Clay using this link: https://tinyurl.com/clay-johnb, and if you purchase a paid account, you’ll get an extra 3,000 credits for free 🎉
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Part 1 - Using the Google Doc Template
Part 2 - Using the Clay Shared Table