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Example routine

Weekly prospect research

Build an evidence-backed shortlist of target accounts and contacts with Clay each week.

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Suggested rhythm

Weekly

0 8 * * 1

America/Los_Angeles

Expected result

A ranked weekly prospect shortlist with qualification evidence, contact coverage, missing data, and explicit human follow-ups.

Built for

Sales · Growth · Founders

Works with

  • Clay

What the routine does

Use only explicitly approved Clay tools and functions to research the configured ideal customer profile, enrich the minimum fields needed to qualify accounts, and produce a ranked prospect shortlist. Cite the evidence behind each match, show which enrichment fields are missing, and report estimated credit use when available. Never send outreach, modify a CRM, reveal private workspace data, or invoke a credit-consuming function unless that exact tool has been reviewed and approved for this routine.

Inputs

  • Ideal customer profile{{idealCustomerProfile}}

    The firmographic, role, geography, and buying-signal criteria to research.

    Example: US B2B SaaS companies with 20–200 employees; VP Marketing or founder

Required MCP capabilities

  • Search for companies and people
  • Run approved Clay enrichment functions
  • Read evidence returned by Clay

Permission boundary

Connections do not grant blanket access. Discover the MCP tools, enable only the capabilities this responsibility needs, and give write-like actions a separate automatic-execution confirmation.

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