Clay for Recruitment
Playbook
By leveraging Clay.com recruiters can automate repetitive tasks, enhance data accuracy, and improve the overall efficiency of their operations.

This playbook is designed to guide you through various scenarios where Clay can significantly add value, from auto-scraping live job listings to personalising outreach messages using AI-driven insights.
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Scenario 1: Auto-Scraping Live Jobs
Specify Target Roles
Input relevant job titles to identify potential hiring managers or decision-makers within the company.
Set Result Limits
Optimise your search by limiting the number of contacts returned per company, ensuring a focused list of prospects.
Extract Key Data
Utilize Clay's AI to pull valuable information from contact profiles, enhancing your understanding of each prospect.
Personalize Outreach
Leverage the enriched data to craft tailored messages that resonate with each potential client or candidate.
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Step 1: Find Jobs

Clay's "Find Jobs" feature allows recruiters to efficiently source live job listings based on specific criteria. By inputting parameters such as job title, location, and company details, Clay can quickly compile a comprehensive list of relevant openings. Go to Clay and select Find Jobs - Enter your criteria and import to table - Do it for Software Developer - US - has no recruiter - 100 Once you Import these results into a new table, it will give you columns like Job Link, Job Title, Company Name and Company Domain. Now we will use this info to enrich the company and find Contacts.

Step 2: Find Contacts

After compiling job listings, Clay's "Find Contacts at Company" feature enables recruiters to identify potential hiring managers or key decision-makers. By specifying relevant job titles and limiting the number of results per company, recruiters can efficiently build a targeted contact list. Next Step is to “Find Contacts at Company”, meaning we will try to find the hiring manager for this position. Add in all the possible Title keywords that you can think of, scroll to the bottom and add a Limit of 2 so it doesn’t find more than 2 people at the company with those titles. You can also select the location you want the contact to be in. Once you have these 2 profiles, click on them and export any fields you want into new columns like Hiring Manager 1 name, Hiring Manager 1 profile summary, Title etc.

Step 3: Scrape Job Descriptions

The next Step is to use Claygent to scrape the Job Description. Claygent is a built-in web scrapper by Clay that can extract info from any webpage.

Step 4: Use AI for Personalisation

You can also scrape the JD using Claygent and use that info in another AI step to write personalizations like this. For this Go to Enrich Data and find use AI: A detailed AI prompt is given below: Use AI - find the qualities of the person they want from JD Prompt- Using the input, create an inference about what skills would this a candidate need to succeed in this job role. Here is the Job Description /jdPoint out the most important quality or skill this candidate must possess in order to do this job successfully. Then quote in the job description where you made that inference from. Output the inference in a sentence that is under 20 words and looks like this: “ I saw that in order for the Senior Sales Manager to be successful, you need someone who can have diagnostic conversations because the description said “this person must be able to diagnose clients” ”When creating the inference, do not use the same words as it was in the job description to make the quote look more human, follow my format in the above example every time. Copy for email example “From reading the JD, I see you need someone capable of {}, we’ve got pre-screened candidates that can do that” You can also Enrich the company mission and quote that in your email.

Step 5: Add to Email Sequence

Once you have these Personalization Variables like 1 liner from JD, Company Mission Summary, etc. You can send them directly to use in your Cold Email Campaign In case you’re not at the Explore plan, simply download the CSV and upload it into your Instanly Campaign.

Once the job data is imported into a new table, Clay provides valuable information including job links, titles, company names, and domains. This forms the foundation for further enrichment and outreach strategies.
AI-Powered Personalization in Recruitment Outreach
Clay's integration with AI technologies enables recruiters to create highly personalized outreach messages at scale. By analyzing scraped job descriptions and other enriched data points, the AI can generate tailored content that speaks directly to the needs and priorities of each prospect.
Recruiters can leverage this feature to highlight specific skills or experiences that align with the job requirements, demonstrating a deep understanding of the role and increasing the likelihood of a positive response. The AI can also identify unique selling points or company-specific information to further personalize the message.
Analyze Job Data
AI examines scraped job descriptions and company information to identify key requirements and priorities.
Generate Content
Based on the analysis, AI creates tailored message content that aligns with the specific job and company needs.
Personalize Outreach
Recruiters use the AI-generated content to craft highly relevant and engaging messages to prospects.
Scenario 1a: Repeatable Live Jobs Process
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1. Companies table:

Creating a List of Companies using Lookalikes Create a List of companies that you want to source Live Jobs from, we can get better results referencing a list of companies as compared to just searching for jobs, and then checking and removing staffing companies. In this scenario, we will prepare a big list of companies that match our criteria and then each week or month, search for live jobs from those companies. To create the list, gather all the companies you have worked with to date with their domain/website links. Now click “New Table” and then “Find Companies from LinkedIn” Firstly, add all the website links of current or ex-clients in the look-a-likes section and then select industries. Make sure you are excluding Staffing & Recruiting: Make sure you select the right criteria matching your market map, including employee size, and locations. You can target it further using description keywords like “software development” or “application development” Skim through the companies shown and import them to a table. Call this Table, UK Companies Table: List of Companies using Description Now do the same process using the company description in the search field to increase the number of companies in our Main Table. Populate the description with your ideal client profile. Fill other fields the same way you did last time. Import these companies to the same table: The easiest way to create this list of companies is through simple Filtered search, selecting industries and company sizes only.

2. Dedupe Companies:

Run Dedupe to ensure we don’t have company duplicates. Right-click on the Domain column and click the Dedupe option: Now we have 1727 companies that we can find jobs at Note: You can also add your own list of companies from a CSV or your CRM into a table in Clay.

3. Live Jobs Table - Finding Live Jobs at These Companies

Create a New Table and Select the “Find Jobs from LinkedIn” option This time, you will reference the Companies Table we just made here: Make a list of ALL POSSIBLE job titles that you have ever recruited for or you can recruit for in your target market. In our case, we have a list of 30+ job titles we go after, remember that it’s about getting keywords right in Clay searches. The more keywords you have, the more chances of matching with a job post. Click Preview Jobs and wait for a few seconds, Review the jobs and Add to a New Table: You can choose to go for the fully enriched company profile or just the basic job info: Run dedupe on the Job Link or Company Domain column, it depends if you want to reach out to the same company for multiple jobs or not. Now we have Live Jobs in this table with Job Title, Company Domain and Location. Skim through the names and delete if any job does not match your criteria, the accuracy is usually higher than 90%.

4. Hiring Managers Table

Clay | Live Jobs Enrichment - Google Chrome - 31 July 2024 The final and most important step is to Find People to Contact about these jobs. Click on Add Enrichment and then “Find Contacts at Company” I always chose “Save results in this Table” and then use AI to find the best hiring manager. Next, it will take you to the Find People Search, you need to give it as many possible points of contacts as you can. List down all the decision-making roles you have worked with in the past and populate the Include Job Title Keywords box. Once it fetches multiple People for each company, now you will get all the people data into a String using this formula Now send all people data into AI and ask it to find the best hiring manager based on Job Title and JD, and return their first name, LinkedIn URL and Title. Here is the prompt: “You will receive an input. The input is data pulled from LinkedIn. You must analyze the data, and tell me who would be the most relevant to reach out to regarding an open position for "Job Title" with the following job description: "Job Description" Reply with their LinkedIn URL, First Name and Position. Do not add any prefixes or Commentary. This is the input: Make sure you add the Output FIELDS you want to export from this step as well, see below: You can also ask AI to return 2 people per company and create a new row for each. In case you added these Hiring Managers data to a new table, You should also import the Hiring For Job Title and Location of the Job from Live Jobs Table, so we have all the info in one place. For example, this column here contains info of the other table: Once you click on it, select the columns you want to import. I usually do the Job Title and call it Hiring For, as well as the Company Name and Job Link. Hover over the field and click Add as Column, you can give it a new name in this table now.

5. Finding Emails

Select Find Work Email Waterfall to find all emails of Hiring Managers: You will have to give it Company Domain, Company Name and Full Name of the person to find emails:

6. Reaching Out

Finally, click Download view in CSV and upload it to both your Dripify and Instantly campaigns with some simple copy like “Hey {firstName}}, I saw you were hiring for a {{HiringFor}} position in {Location}, has this been filled? I run a recruitment business in the same niche and have 4 pre-screened candidates available to interview.

Scenario 2: Reaching Hiring Managers of Vacant Roles
You can also find people who have left their jobs recently, reach out to their ex-manager and say “Have you Replaced NAME yet?”
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Step 1: Find People

Find People and import to a Table of Software Engineers with MAXIMUM 2 months of experience in the job. I’m searching for Software Developers in Texas. Make sure you Enrich LinkedIn profile while importing:

Step 2: Last Experience

Click on the Enriched LI profile Click on the Experience Field Hover over Experience field with number 1 and export the END DATE to another column. This is the End Date of their last job. Go to the Experience and also Export the previous Company’s Domain to another column and call it “Previous Company Domain”

Step 3: Older than 6 months check

Write a formula to check if they left a job more than 6 months ago. Click “Add Column” and then select “Formula” Here is the formula you will use to get a True or False Outcome Output "true" if /End Date Last Job is not empty AND is after 2023-07-30.

Step 4: Filter Only True Ones

Now add a Filter and only keep the ones where value is true, meaning the person left their job not more than 6 months ago. This is subjective and you can chose the duration here according to your liking.

Step 5: Find Manager

Now we will try to find the manager for the Software Development position at that company. Add an enrichment in a new column called “Find Contacts at Company” Add in all the possible positions that you think can be their manager Add in the Location variable as well so there’s a higher chance we find the right person. I usually limit outcomes to 1 or 2.

Step 6: Managers Table

Since we have found more than 1 results for the possible managers, we will export these to a new table so that each new entry gets added as a row. Create these columns in a New Blank Table Now on table 1, click on the Column with Find Contacts results and chose this option You will have to map all columns manually, export first name, company_domain, company_name and LinkedIn profile of the manager, and retain the ex-employees full name and Job Title

Step 7: Finding Emails of Previous Managers

Now in Second Table i.e. Manager Details. Add an Enrichment to Find Emails etc for the manager. I recommend using Apollo or waterfall. Provide it with Prev company domain and prev company’s name and it will find the emails for you. Now you can export these emails and LinkedIn profiles of previous managers and ask“Hey {{firstName}}, have you managed to replace {{EmployeeFirstName}} who used to work as a {{jobTitle}} at the {{Location}} office?”

Scenario 3: Targeting Companies with Rapid Growth
Clay's "Find Company Headcount Growth" feature provides recruiters with valuable insights into companies experiencing rapid expansion.

Building relationships with scaling companies can be beneficial because they can bring a lot of recurring revenue in the long run.
1
Identify Growth
Use Clay to pinpoint companies with significant headcount increases over time.
2
Assess Job Openings
Analyze the number and types of open positions to gauge current hiring needs.
3
Prioritise Outreach
Focus recruitment efforts on high-growth companies with substantial hiring requirements.
4
Build Relationships
Develop long-term partnerships with rapidly expanding organizations for sustained business growth.
Step 1: Go to your Companies table, click Enrich Data and then select “Find Company HeadCount Growth”
This data may not be available for all companies but you can still find some good prospects:
You can also use the Find Open Jobs enrichment from here and the number of open jobs they have will be a good indicator to measure current growth:
While this data may not be available for all companies, it offers a strategic advantage in identifying promising prospects. Additionally, Clay's "Find Open Jobs" enrichment can serve as a supplementary indicator of a company's current growth trajectory and hiring demands.
Maximising Clay's Potential in Recruitment
Clay offers a comprehensive suite of tools that can revolutionise the recruitment process for business owners.

By leveraging features such as:
  • Auto-scraping job listings
  • AI-powered personalisation, and
  • Growth tracking
Recruiters can significantly enhance their efficiency and effectiveness.
Auto-Scraping Job Listings
Efficiently gather job listings automatically.
AI-Powered Personalization
Customize recruitment processes with AI technology.
Growth Tracking
Monitor and improve recruitment performance over time.
The platform's ability to integrate with other tools and export data flexibly ensures that it can adapt to various workflow needs.
By fully embracing Clay's capabilities, recruitment business owners can streamline their operations, make more informed decisions, and ultimately drive better results for their clients and candidates alike.

Want to learn more? Reach out to my expert team for a strategy call below
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