AI-Powered Mid-Market Automation

Stop wasting cycles on poorly targeted outbound. Octave's AI uses Clay's firmographic data to pinpoint ideal mid-market accounts, ensuring every message lands with precision. Build your GTM context engine and launch hyper-personalized campaigns with our mid-market automation.

Pinpoint Your Ideal Customers

Use Clay's company size and revenue bands to automatically target mid-market leads. Octave’s qualification agents then apply natural-language qualifiers, surfacing fit scores your systems can trust without black-box models.

  • Improve ICP and segment targeting.
  • Increase GTM efficiency.
  • Focus SDRs on high-value accounts.

Generate Context-Aware Messages at Scale

Once qualified, Octave’s agentic playbooks generate concept-driven emails for every mid-market customer in real time. Messages draw on your living ICP and product library, reflecting actual customer pains rather than just {first_name}.

Grow Pipeline and Decrease CAC

Redirect weeks of RevOps and SDR time from manual research to active selling. Our GTM context engine automates what point tools only partially cover, leading to growing pipeline, decreasing CAC, and improved stack ROI.

How Mid-Market Automation Works

Connect Octave to your Clay workflow to automate mid-market targeting and AI-powered messaging in three simple steps.

Filter Your TAM

Use Clay’s native firmographic filters for company size and revenue bands to zero in on your mid-market segment.

Qualify with AI Agents

Octave’s qualification agents ingest this data, applying your unique ICP qualifiers in natural language to score each prospect.

Launch Personalized Sequences

A single API endpoint pushes context-aware copy and scores into your sequencer, ready to generate replies.

Features

Resources

Ingest and codify company assets (e.g., websites, docs, decks) into actionable intelligence.

Library

Define and align core value propositions, target segments, and buyer personas.

Playbooks

Create hyper-personalized messaging for every niche, persona, and segment you target.

Agents

Power real-time workflows with agents grounded in your ICP and GTM strategy.

Styles

Encode tone of voice, brand identity, and the language patterns behind your best-performing CTAs.

Prospector

Surface every high-value contact in your target market—fast.

“We’ve tried a lot of AI tools, but Octave is the first one that actually works the way our sales team needs it to. It understands real personas, real pain points, and creates messaging that lands. It’s become a core part of our modern GTM stack.”
Mollie Bodensteiner
VP RevOps, Engine
"Working with Octave has been a game changer for VELOX. Their AI platform has helped us streamline our messaging well beyond what we’ve seen with out of the box models like ChatGPT, Claude, or Gemini; and easily integrated into our existing stack. What really sets them apart is the support. Their team has been available 24/7 and has gone above and beyond to ensure our continued success. This level of commitment is rare, and it’s why we’re all in on Octave."
Joe Rowett
CEO, Velox
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner
"Octave has saved me countless weeks of manual research by enabling me to build rich, granular, and targeted GTM playbooks for my key personas. Previously this work would have taken 40+ hours of manual work and a dedicated team of product marketing resources. I can now tune the messaging to exactly what matters most to my audiences in minutes. Our next journey with Octave is applying this to agentic AI GTM programs."
Andrew Jacob
Director of Strategic Growth, QAD
"Octave is helping transform the quality and efficiency of our outbound marketing, but the people are what make it game-changer for us. When we need help, the Octave team is there. Outside normal working hours? No problem. Need a feature implemented urgently? They’ll take you seriously, not just brush you off with “we’ll put it on the roadmap”. This stuff isn't easy, but Octave demonstrates daily that they are invested in our success."
Mitch Speers
CRO, BuyerForesight
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner

Related AI Capabilities

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FAQ

Frequently Asked Questions

Still have questions? Get connected to our support team.

Do I need a Clay.com account for this to work?

Yes. Octave integrates natively with your existing GTM stack, including Clay. This feature leverages Clay's firmographic enrichment to identify mid-market companies before our AI agents take over for deep qualification and message generation.

How is this different from just using Clay filters and a GPT prompt?

While Clay is excellent for enrichment, that process still creates fragile, prompt-swamp workflows. Octave swaps static prompts for agentic messaging playbooks that draw from a living library of your unique GTM DNA—your personas, products, and use cases—for personalization that truly scales.

Can Octave's AI handle different personas within the mid-market?

Absolutely. Octave is designed for B2B SaaS companies with multiple products, use cases, and personas. Our GTM context engine intelligently mixes and matches segments and triggers into playbook narratives that output ready-to-send sequences for any persona, from GTM Engineers to VPs of Sales.

What kind of B2B SaaS companies see the most success with this feature?

Octave is ideal for post-PMF B2B SaaS companies, particularly in MarTech, DevTools, and FinTech. It's most powerful for those with horizontal TAMs where precise segmentation is critical for running effective outbound GTM motions.

Build your generative GTM motion today