Research + Enrichment
Company lookups, contact enrichment, firmographic data pulls, and data hygiene — automated across your full account universe.
AI + Automation
Automation that makes the revenue system move.
We build the workflow layer that connects your market data, CRM, outreach, and reporting into a single operating system.
Workflow
Four layers. One connected system.
clayboy.automate({
research: ['company lookups', 'contact enrichment', 'data hygiene'],
scoring: ['fit model', 'intent signals', 'timing factors'],
crm: ['field updates', 'stage transitions', 'sales alerts'],
campaigns: ['sequence triggers', 'follow-ups', 'reporting']
})Automation layer running
Workflow modules
Six automation layers we build.
Scoring + Segmentation
AI-powered fit and intent scoring that ranks every account and surfaces the highest-priority targets for your sales and marketing teams.
CRM Updates + Alerts
Automatic CRM field updates, stage transitions, and Slack/email alerts triggered by signal changes, score thresholds, or response activity.
Campaign Operations
Sequence enrollment, step triggers, pause logic, and deliverability monitoring — managed by workflow, not by hand.
Reporting Workflows
Automated pipeline reports, signal summaries, and performance dashboards delivered to the right people on the right cadence.
Internal Tools
Custom-built Clay tables, Make scenarios, and n8n flows that replace manual processes across research, admin, and client delivery.
Ground truth
The system should work when you're not watching it.
Automation isn't about replacing judgment. It's about removing the tasks that prevent your team from exercising it. We build the layer that handles the repetitive — so the humans handle the important.
Revenue operations built for signal, not just sequence.
Build the automation layer.
Tell us what your team is doing manually and we will show you what can be automated — and what shouldn't be.