Neotask automates your Clay outreach - enriching contacts, managing prospect lists, and orchestrating sales workflows so your pipeline fills itself.
Prospect research happens at scale - your agent enriches contacts with data from dozens of sources, building complete profiles without manual searching
Outreach lists build themselves - your agent searches, filters, and organizes prospects by any attribute, creating targeted lists for every campaign
Relationship context is always available - interaction history, notes, and upcoming events surfaced instantly for any contact
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
Multiple workspaces and capacity for larger teams.
Works Well With
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More Sales & CRM Integrations
ZoomInfo - Neotask uses ZoomInfo to build your ideal customer pipeline automatically - searching, enriching, and researching companies and contacts so your sales team always has the intelligence they need.
G2 - G2 tracks buyer intent and customer reviews across the software market, and connected to Neotask it becomes a research tool you can query…
Gong - Extract revenue intelligence from Gong calls - Neotask surfaces insights while you focus on selling.
Send - Send turns documents, one-pagers, decks, and presentations into shareable interactive web pages, and this connection lets Neotask's agent…
Explorium - Neotask uses Explorium to enrich your business and prospect intelligence at unprecedented depth - combining firmographics, technographics, funding data, competitive intelligence, and workforce trends in a single automated workflow.
Local Falcon - Local SEO performance lives across geo-grid scans, competitor comparisons, and review sentiment — usually scattered across separate reports.