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AI Playbook Automation with Clay
Stop wasting time on fragile, credit-burning workflows. Octave's AI Playbook Automation for Clay streamlines your entire GTM orchestration from signal to sequence.
Increase Reply Rates with Hyper-Personalization
Move beyond static, variable-filled templates. Octave's AI agents use your living ICP and product messaging library to generate context-aware sequences for every prospect. Paired with Clay's dynamic routing, you ensure the perfect message lands every time.
- Generate concept-driven copy, not Mad-Libs.
- Adapt messaging in real time to market shifts.
- Drive higher engagement and conversions.
Automate GTM Workflows and Reclaim Weeks of Time
Eliminate the manual effort of maintaining complex workflows. Octave's integration with Clay removes prompt-swamp and column creep, freeing your RevOps and GTM Engineering teams to focus on strategy, not tedious upkeep.
- Redirect SDR time from research to active selling.
- Reduce dependency on RevOps for campaign updates.
- Consolidate your GTM tech stack and reduce tool sprawl.
Launch and Test Campaigns in Hours, Not Weeks
Instantly adapt to new product launches or ICP changes. With Octave, you can launch highly segmented, multi-product outbound campaigns at scale. Use Clay's conditional logic to trigger the right Octave playbook, testing new messaging with unprecedented speed.
- Accelerate message-market fit experiments.
- Improve speed-to-lead for inbound MQLs/PQLs.
- Quickly roll out campaigns for new territories.
How AI Playbook Automation Works
Connect Octave to Clay and automate your entire outbound process from research and qualification to personalized outreach.
Model Your GTM
Define your ICP, product messaging, and personas in Octave’s living library. Then, create agentic playbooks that combine these elements into dynamic messaging narratives.
Define Logic in Clay
Use Clay's native conditional logic to define triggers and routing rules based on firmographics, product usage signals, or any custom enrichment.
Execute and Scale
Based on your rules, Octave's AI agents automatically select and execute the correct playbook, generating a fully personalized, ready-to-send sequence for each prospect.
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.
Frequently Asked Questions
Still have questions? Get connected to our support team.
Clay excels at data enrichment and workflow orchestration, but messaging can remain generic, forcing you into 'prompt-swamp' maintenance. Octave acts as the 'ICP and product brain' behind Clay, providing a composable GTM context engine that generates deeply personalized, concept-driven copy without complex, fragile prompt chains.
No. Octave enhances the tools you already own. It uses a single API endpoint to push hyper-personalized, copy-ready sequences and qualification scores directly into your existing sequencer, CRM, or marketing automation platform, adding powerful orchestration without a rip-and-replace.
Octave is built for post-PMF B2B SaaS companies (Series A+), particularly those with large, horizontal TAMs, multiple products, and fragmented personas. If your GTM team is running outbound and struggling to scale personalized messaging, Octave is designed for you.
Octave’s Messaging Library is a living asset, not a static document. Business users can refine your ICP, value propositions, and personas in plain language. This ensures that every automated playbook instantly reflects the most current GTM strategy without manual updates to scattered docs or prompts.
Build your generative GTM motion today
