The AI-Powered Clay Template That Builds Outreach Dossiers Automatically from Closed-Won Deals скачать в хорошем качестве

The AI-Powered Clay Template That Builds Outreach Dossiers Automatically from Closed-Won Deals

Brandon Redlinger takes the mic solo in this episode of Stack & Scale to share a workflow he’s been building inside Clay that automates one of the toughest GTM motions: turning a new closed-won deal into a pipeline of lookalike accounts, fully researched and sales-ready. Brandon demos how he configures Clay to find lookalike companies, enriches contacts, applies AI-powered research (competitors, news, highlights, case study matches), and automatically generates a Google Doc dossier that syncs straight into Slack for the reps. Along the way, he explains how to tweak the template for your own company, why smaller AI-driven tasks outperform “write it all for me” prompts, and how this structure can even feed directly into outreach sequences. If you want a repeatable, scalable way to operationalize sales intelligence with AI, this one’s for you. What you’ll learn in this episode: – How to set up a Clay workflow that turns closed-won accounts into repeatable lookalike research. – The AI-powered fields Brandon adds to create high-value dossiers for reps. – How to auto-generate Google Docs and drop them into Slack. – Why decomposing outreach into AI micro-tasks yields better results than asking AI to “write the whole email.” – Ideas for extending the workflow into CRM integrations and outreach sequences. Clay Workbook template here https://app.clay.com/shared-workbook/... RESOURCES MENTIONED IN THIS EPISODE: Turning Gong Calls Into an Attribution and Market Insight Engine with Justin Norris: In the last episode of Stack & Scale, Brandon and Justin mention decomposing prompts.    • Turning Gong Calls Into an Attribution and...   Clay: The workflow automation and enrichment platform Brandon used to build the entire “closed-won to dossier” system. Ocean.io: Data enrichment tool integrated into Clay for finding lookalike accounts. Google Docs: Destination where Clay automatically generates sales dossiers for each account. Slack: Used to automatically share generated dossiers with the sales team. HubSpot (CRM):Mentioned as an optional integration for automatically pushing enriched account and contact data into CRM records. Claygent (GPT-5 Nano):Clay’s built-in AI agent used to pull competitor data, recent news, funding details, and generate outreach snippets. Crunchbase: Data source for company funding details; accessed indirectly through Claygent since there’s no direct Clay integration. SmartLead (or similar outreach platform): Example tool Brandon mentions for automatically feeding AI-generated snippets into outbound email campaigns. Avarra.ia (client example):The company Brandon uses as the demo case throughout the workflow. Connect with Brandon at   / brandonredlinger   For all resources and notes from this episode and to stay up to date with all future episodes, visit www.StackAndScale.ai. Chapters 00:00 – Intro: Why Brandon’s running a solo episode 01:00 – The Clay workflow overview: from closed-won to dossier 03:30 – Lookalike company setup and enrichment parameters 07:30 – Identifying CROs and filtering titles 10:00 – AI-powered research with Claygent (competitors, news, funding) 14:30 – Generating outreach snippets and case study matches 17:30 – Auto-generating dossiers in Google Docs 19:00 – Syncing dossiers into Slack with conditions 23:00 – Step-by-step setup of the shared template 27:30 – Extending the workflow into outreach sequences 29:00 – Why AI works better with micro-tasks vs. “write it all” prompts 31:00 – Closing thoughts and what’s next