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Connect Clay and build sales workflows from one sentence

Intermediate, 20 minutes

With the Clay plugin, your Bot searches, enriches and researches companies and contacts in Clay, then finishes the steps Clay can't do alone.

How this helps you

You describe the enrichment workflow instead of building tables by hand, and the Bot finishes the steps Clay can't do on its own.

✦ Try it
Using Clay, build me a workflow for [job you do by hand today]. Start from [input]. For each record, [search, enrich or research steps]. Send the results to [destination]. First check which Clay workspace you're in and how many credits I have, and show me the plan and estimated credit use before running anything.

Fill in: [job you do by hand today] is the task, such as qualifying new signups. [input] is what you start with, such as a list of domains or a new form entry. [destination] is where results go: a sheet, Slack channel or Notion page.

What they did

In the official Grok Bot for Clay guide, Alex Lindahl says he used to build Clay workflows by clicking through tables. With the Clay plugin the workflow starts with a sentence: Grok Bot builds and runs it, and Clay supplies the data. The plugin lets a Bot search companies and contacts, enrich records, query Clay Audiences, run Clay Functions and check your credits. The guide's main example is a speed to lead flow that uses the Bot's own email, and it points out steps Clay can't do on its own, like filling in a web form or updating Notion at the end. @tibor_tee shared the guide on X on 27 Oct.

Who it's for: Sales, growth and RevOps people who already use Clay.

Before you start

How to try it

  1. Open Connect apps in the lower left of Grok Bot.
  2. Search for Clay and install the plugin.
  3. Authenticate and choose the Clay workspace to use.
  4. Connect any other apps the workflow ends in, such as Slack or Notion.
  5. Describe the workflow in one sentence using the prompt below.
  6. Read the plan and check the credit cost before it runs. Build up one step at a time, as the guide does.

What to expect

From the guide: Clay can search companies and contacts, enrich them, query Audiences, run Clay Functions and report credits, while the Bot handles the email, web form or Notion steps around it.

Common mistakes

Related tips

Worth knowingOfficial guide on x.ai, with the setup steps and what the plugin can do. Paraphrased by us; read the guide for the full speed to lead example.
Next in Connectors →Turn YouTube videos into Notion notes

Learn more: How to Use Grok Bot: A Beginner's Guide (2026) · All Grok Bot connectors tips

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