👋 Hey you,
You know that awkward 2-minute scramble before a sales call?
Frantically Googling someone’s name… opening LinkedIn… stalking their company page… trying to look like you’ve done your homework?
Yeah, same.
Here’s what most salespeople (and founders, coaches, consultants) miss:
Sales isn’t just about what you say.
It’s about how prepared you sound.
Today, I’m breaking down one of my favorite automations. It connects Calendly, Clay, and Slack to do all your lead research for you the second someone books a meeting.
No more digging. No more guesswork.
Here’s exactly how to set it up (and why it’s kind of genius) 👇
🧩 The Tech Stack: What’s What
So, when someone books a call through Calendly…Clay grabs their info, does the research, writes up a neat summary…And Slack drops it in your inbox like, “Here’s what you need to know.”
✅ Try This Setup (No Code. No Chaos.)
Here’s how the magic happens—step by step, minus the tech headaches:
🔗 Step 1: Calendly kicks things off
Someone books a meeting. Calendly grabs their name, email, and company info. That’s your trigger.
🧠 Step 2: Clay does the detective work
That info flows into Clay (via Zapier or Make), which stalks—uh, researches—your lead. LinkedIn, company bio, funding news, social links… and then auto-generates a neat little summary.
📬 Step 3: Slack delivers the goods
The summary gets dropped into your Slack—either in a #call-prep channel or straight into your DMs. Just skim and show up sounding like you did hours of homework.
No coding. No duct-taping workflows together.
👉 Want to skip setup and just plug it in?
Here’s the ready-to-use Zapier template to get this running in 5 minutes. |
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Bonus Intel
🧠 Pro Moves
Want to go a step further?
Use Clay to flag signals like: “Raised funding recently,” “Hiring a Head of RevOps,” or “Posted on LinkedIn this week”
Pair this with an AI note-taker like ∫ to transcribe and summarize the actual call
Save your favorite summaries in Notion or HubSpot for post-call follow-up
Or, if you’d prefer a detailed walkthrough:
👀 ICYMI
[PRO] How to Automate Your Newsletter - Too many moving parts? Here’s how to use AI tools like ChatGPT + Zapier to write, and schedule your newsletters—without burning out. Catch the full walkthrough.
[PRO] How I Used AI to Build Spot-On User Personas - Forget guessing. This workflow shows you how to train AI to create high-converting personas based on real data. Steal our strategy!
AI Roundup
Adobe Introduces Agentic AI in Creative Suite
Adobe is developing AI agents for apps like Photoshop and Premiere Pro, designed to assist users in complex design tasks, making creative technology more accessible.
Claude Joins Google Workspace
Anthropic’s AI assistant, Claude, now integrates with Gmail, Calendar, and Docs, offering dynamic multi-step research with source citations.
🛠️ Additional Resources
Did you learn something new?
💌 We’d Love Your Feedback
Got 30 seconds? Tell us what you liked (or didn’t).
Until next time,
Team DigitalSamaritan
