Pre-process and analyze construction drawing PDFs (architectural, structural, MEP, civil) so Claude can answer questions and run quantity takeoffs accurately and cheaply. Use when the user works with construction drawings, building plans, blueprints, drawing sets, tender documents, quantity takeoffs, footing/slab/area counts, or uploads a large multi-sheet construction PDF that Claude struggles to read. Do NOT use for generic image reading or non-construction PDFs.
Optimize Clay platform operations including credit management, provider selection, and workflow templates. Use when the user asks about Clay credit optimization, Clay pricing strategies, data provider selection, Clay templates, workflow automation, credit-saving techniques, batch processing, waterfall provider ordering, or scaling Clay workflows. Triggers on "Clay credits", "save credits", "credit optimization", "Clay providers", "which provider", "Clay templates", "workflow template", "batch processing", "Clay cost", "reduce Clay spend", "Clay API keys", "provider ranking". Do NOT use for building specific enrichment workflows (use email-waterfall, company-enrichment, etc.) or Claygent/formula questions.
Use Clay's AI research agent (Claygent) for web research, custom data extraction, and information that does not exist in standard databases. Use when the user asks about Claygent, AI research in Clay, web browsing for data, custom data points, real-time company research, or scraping with AI. Triggers on "Claygent", "AI research", "Clay AI agent", "web research in Clay", "browse web", "research agent", "custom data points", "scrape with AI". Do NOT use for standard enrichments available via providers, Clayscript formulas, or general AI text generation without web research.
Enrich company data in Clay with firmographics, technographics, revenue, headcount, and industry. Use when the user asks about company enrichment, firmographic data, tech stack detection, company revenue, employee count, industry classification, or company research workflows. Triggers on "company data", "firmographics", "technographics", "company enrichment", "revenue data", "headcount", "tech stack", "company research", "industry data". Do NOT use for people/contact enrichment, email finding, or phone number discovery.
Write Clayscript formulas, conditional runs, and credit-saving logic in Clay. Use when the user asks about Clayscript, Clay formulas, conditional runs, saving credits with logic, data manipulation, if/then logic, JavaScript formulas in Clay, or the AI formula generator. Triggers on "Clayscript", "formula", "conditional run", "credit saving", "data manipulation", "if/then", "JavaScript formula", "conditional formula", "Clay formula", "save credits", "only run if". Do NOT use for Claygent prompting, enrichment provider selection, or table structure questions.
Troubleshoot Clay workflow issues, fix common mistakes, resolve auto-update problems, and stop credit waste. Use when the user reports something not working in Clay, credits being wasted, auto-update issues, wrong enrichment results, empty columns, or workflow errors. Triggers on "not working", "error", "troubleshoot", "debug", "credits wasted", "auto-update issue", "Clay problem", "wrong results", "fix my workflow", "common mistakes", "empty results", "credits burning". Do NOT use for building new workflows from scratch, learning Clay basics, or pricing questions.
Set up email waterfall enrichment in Clay for maximum coverage. Use when the user asks about finding work emails, email enrichment, email waterfall setup, provider ordering, email coverage optimization, conditional runs for email, bounce rates, or email validation. Triggers on "find emails", "email waterfall", "email coverage", "email discovery", "work email", "email provider", "bounce rate". Do NOT use for phone enrichment, company-only enrichment without email needs, or general CRM email questions.
Find and enrich contacts at target companies in Clay. Use when the user asks about finding decision makers, people enrichment, LinkedIn enrichment, title or seniority filtering, buying committee mapping, contact discovery at companies, or Sales Navigator imports. Triggers on "find contacts", "find people", "people enrichment", "decision makers", "LinkedIn enrichment", "title filtering", "seniority", "buying committee", "Sales Navigator". Do NOT use for email-specific waterfall setup, phone number finding, or company-only enrichment.