Clay

Sales & CRM

Neotask on OpenClaw automates your Clay outreach — enriching contacts, managing prospect lists, and orchestrating sales workflows so your pipeline fills itself.

What You Can Do

Your AI agent turns Clay into an automated sales intelligence operation. Contacts get enriched, prospect lists get built, and relationship data stays current — all without your team doing manual research.

Contact Enrichment at Scale

Your agent searches contacts across every attribute, drills into individual profiles, and maintains comprehensive records. When new prospects enter your funnel, they get enriched with firmographic and behavioral data automatically.

Prospect List Building

Create targeted outreach lists through conversation. Your agent filters contacts by role, company, industry, engagement level, or custom attributes. Lists update dynamically as your data evolves.

Relationship Management

Log notes, track interaction history, and monitor upcoming events for every contact. Your agent keeps the full context of every relationship accessible in a single conversation.

Group Organization

Organize contacts into groups for campaigns, territories, or account tiers. Your agent manages group membership as prospects move through your pipeline.

Every action runs autonomously or requires your approval — you decide.

Try Asking

  • "Build a list of all VP-level contacts at companies using Salesforce in the fintech space"
  • "Enrich the 50 new contacts from yesterday's webinar with full company and role data"
  • "Add a note to every Acme Corp contact: 'Renewal conversation starting Q2'"
  • "Which contacts haven't had any interaction in the last 60 days?"
  • "Create a group called 'Enterprise Targets Q2' and add all contacts at companies with 500+ employees"
  • "Show me all upcoming events and meetings for contacts in the 'Active Pipeline' group"
  • "Search for contacts who attended our last event and haven't been contacted since"

    • Pro Tips

  • Schedule weekly prospect list refreshes — your agent re-queries for new contacts matching your ideal customer profile
  • Use multi-agent teams for sales operations: one agent enriches contacts, another builds lists, a third manages outreach tracking
  • Pair Clay with your email integration so enriched contact data powers personalized outreach automatically
  • Approval gates on bulk contact creation prevent bad data from entering your CRM
  • Notes logged by your agent create an audit trail of every touchpoint — invaluable for handoffs between sales reps
  • Group management should align with your sales stages — automate movement between groups as deals progress

    • Works Well With