Run the play the day the activity lands.

Every Deal Intelligence activity is a competitor already in motion inside one of your accounts. These Clay templates run the play — surface the buyer, write the note, route it, send it. Daily, at 0.95+ confidence.

Built on the surfaces you already run
  • Clay
  • Claude
  • Your CRM
  • Slack
/competitive_activity
Get into new deals
A buyer at one of your named prospect accounts accepted a reachout from a competitor. Turn that into a sent, on-message email — same day.
Outbound AI copywriting Email waterfall
View template
/open_opportunity
Adapt the open opp
A competitor shows up on a deal you're already working. Brief the owner and multithread before the evaluation hardens around someone else.
Deal alerts Owner routing Multithread
View template
/closed_lost_revival
Reopen closed-lost
An account you lost is back in motion with a competitor. Reopen the conversation while the field is still open — before the choice is made again.
Revival AI copywriting Owner routing
View template
/churn_risk
Catch the renewal review early
A competitor lands in a customer account before the renewal. Route the CSM the save play — an internal alert, not a cold email.
Renewals CSM routing Slack alert
View template

Every template ships with sample rows and runs in aggregate. Connect your Deal Intelligence API key to populate real activities — named buyers, named accounts, refreshed daily.

Explore FAQs
What are the Deal Intelligence Clay templates?
The Clay templates are prebuilt Clay workflows that turn verified competitor activity into action. Each one takes a confirmed event, a named buyer at one of your accounts accepting a reachout from a named competitor, and runs the play end to end: surface, write, route, and send.
How do I use a Deal Intelligence Clay template?
Import the template into Clay, connect the Deal Intelligence HTTP table with your API key, and verified activities arrive as rows. The template handles enrichment, the message, and routing, so the rep or CSM can act the same day.
What do I need to use the Clay templates?
A Clay account and a Deal Intelligence API key. The templates pull verified activities directly from the HTTP table, so there is no manual data entry.
Which plays do the Clay templates cover?
Four. Competitive activity for new business, open opportunity defense, closed-lost revival, and churn risk before renewal. Each template maps to the scenario tagged on every activity.
Do the Clay templates work with my CRM and Slack?
Yes. The templates route the outcome into Salesforce or HubSpot and can alert the owning rep or CSM in Slack, so the play finishes in the tools your team already uses.

Turn your competitors’ pipeline into yours.

Runs on your own account list. The guarantee: new pipeline, or a competitor found in one of your open deals.

Start a 30-day pilot with an ROI guarantee.