{ "$schema": "../workflow-recipe.schema.json", "format": "revenanas.workflow-recipe/v1", "slug": "clay-closed-won-lookalikes-tender-signal", "title": "How to find closed-won lookalikes showing a live tender signal in Clay", "job": "Turn the reason you won deals in HubSpot into a qualified list of lookalike accounts showing the same public signal now, each with a cited official source.", "tools": [ "HubSpot", "Clay", "Perplexity" ], "service": { "name": "Signal-Based Outbound", "url": "https://www.revenanas.com/services/signal-based-outbound" }, "importability": { "clay": "official-cli-bundle", "template_url": null, "notes": "Built and run through Clay's official Terracotta CLI in the Revenanas test workspace, then exported as a transparent Revenanas bundle. Clay does not offer public template links for Workflows. The installer recreates the graph as an unpublished draft with official CLI commands and validates it. Workspace-specific IDs are passed with --set; HubSpot and Lemlist are connected in Clay by you. Recreated through the official CLI, not a native Clay template." }, "direct_answer": "Look up closed-won HubSpot companies and their why-we-won, winning-signal and MEDDPICC fields, plus closed-lost companies as suppressions. Pass the won domains to Clay's company lookalike action. For each lookalike, retrieve official procurement evidence with Perplexity restricted to government sources, then let a Claygent return exactly Qualified, Not qualified, Unclear or Suppressed against the win reason. Write every decision to Clay Audiences by domain.", "inputs": [ { "name": "demo_vanta_segment_status", "type": "string", "required": true, "description": "HubSpot company property: closed_won_seed or closed_lost_suppression. Rename to your own property." }, { "name": "demo_vanta_why_we_won", "type": "string", "required": true, "description": "HubSpot company property: why the deal was won, in the customer's terms." }, { "name": "demo_vanta_winning_signal", "type": "string", "required": true, "description": "HubSpot company property: one controlled signal value, e.g. public_sector_tender." }, { "name": "demo_vanta_meddpic_summary", "type": "string", "required": false, "description": "HubSpot company property: MEDDPICC context used by the Claygent." }, { "name": "demo_vanta_clay_domain", "type": "domain", "required": true, "description": "HubSpot company property holding the domain Clay seeds from." } ], "outputs": [ { "name": "qualification_status", "type": "string", "required": true, "description": "Qualified, Not qualified, Unclear or Suppressed." }, { "name": "signal_summary", "type": "string", "required": false, "description": "Buyer-safe sentence of at most 18 words, Qualified rows only." }, { "name": "evidence_url", "type": "url", "required": false, "description": "Direct official procurement notice URL." }, { "name": "contracting_authority", "type": "string", "required": false, "description": "Public body named in the notice." }, { "name": "evidence_date", "type": "string", "required": false, "description": "Notice or award date." }, { "name": "contract_value", "type": "string", "required": false, "description": "Value shown by the notice." }, { "name": "confidence_score", "type": "number", "required": true, "description": "0 to 100." } ], "steps": [ { "id": "01-won", "action": "Pull closed-won win context from HubSpot", "purpose": "Read seed domains and the three win fields at run time, not from a stale export.", "configuration": { "action": "hubspot-lookup-object", "filter": "segment status = closed_won_seed" } }, { "id": "02-lost", "action": "Pull closed-lost suppressions from HubSpot", "purpose": "Carry lost domains through the run so they can never qualify.", "configuration": { "filter": "segment status = closed_lost_suppression" } }, { "id": "03-pattern", "action": "Derive the win pattern", "purpose": "Deduplicate and join the win fields into one context block with a deterministic code step.", "configuration": { "node": "code" } }, { "id": "04-lookalikes", "action": "Find 10 company lookalikes", "purpose": "Expand the seed into candidates before spending research credits.", "configuration": { "action": "find-company-lookalikes-v2", "limit": 10, "employees": "50-2000", "countries": 13, "live_domain": true } }, { "id": "05-retrieve", "action": "Search official tender notices per lookalike", "purpose": "Retrieve citable evidence only from government procurement sources, with an identity header that survives no-result answers.", "configuration": { "action": "perplexity-chat-completions", "model": "sonar", "domains": [ "find-tender.service.gov.uk", "contractsfinder.service.gov.uk", "ted.europa.eu" ] } }, { "id": "06-decide", "action": "Qualify evidence against why we won with a Claygent", "purpose": "Judge only the retrieved evidence; split buyer-safe copy from internal fields.", "configuration": { "node": "agent", "statuses": [ "Qualified", "Not qualified", "Unclear", "Suppressed" ] } }, { "id": "07-persist", "action": "Upsert every decision to Clay Audiences", "purpose": "Keep rejected accounts and reasons, not just winners.", "configuration": { "action": "upsert-audiences-record", "lookup": "domain", "fields": 10 } } ], "guardrails": [ "Suppressed domains are decided before any evidence is considered.", "Qualified requires a direct official notice naming the exact company as supplier; ambiguous identity returns Unclear.", "Check the supplier party on every cited notice before quoting it: resellers can appear on notices that name another vendor's product.", "signal_summary never contains authority, value, source, CRM or qualification language.", "After resets, check Audiences record counts for duplicates before activation reads the segment." ], "test_cases": [ { "name": "End-to-end discovery", "input": { "seed_accounts": 5, "suppressions": 2 }, "expected_status": "10 lookalikes researched, decisions written to Audiences", "observed": "passed" }, { "name": "Fresh-reset discovery", "input": { "qualified_records_before_run": 0 }, "expected_status": "same qualified accounts return with fresh citations", "observed": "passed" } ], "architecture": { "summary": "A manual trigger feeds two HubSpot lookups and one deterministic code step, a Clay lookalike search, then Perplexity retrieval and a Claygent decision run once per lookalike, ending in an Audiences upsert.", "diagram": "Manual -> HubSpot closed-won lookup -> HubSpot closed-lost lookup -> Derive win pattern -> Find 10 lookalikes -> Perplexity per lookalike -> Claygent per lookalike -> Upsert to Clay Audiences" }, "verification": { "last_tested": "2026-09-23", "builder": "Clay official Terracotta CLI", "graph_valid": true, "passing_tests": 2, "passing_run_ids": [ "wfr_0tltj9vvkzV6QAFfY2N", "wfr_0tltnxfsfeWrAERcScm" ], "install_check": "2026-09-25: bundle installed as an unpublished draft (wf_0tlx7goURVqdv2uEi7q); graph valid; node and edge structure identical to the live workflow.", "observed_failures": [ "The workspace account-agent tool had no internet retrieval, so retrieval (Perplexity) and decision (Claygent) are separate steps.", "An early prototype hard-coded tender evidence in a code step; its output looked correct. Only reading the graph caught it.", "The Claygent can qualify a notice where a reseller, not the named product's vendor, is the supplier of record. Verify the supplier party before use.", "Graph exports are not valid node-create input: code-node output schemas and action parameter catalogs had to be normalized for the installer." ] }, "limitations": [ "The HubSpot data in the tested build is synthetic and uses demo_vanta_* property names; rename to your own properties.", "Ten Audiences company fields must exist and be passed to the installer with --set audf_*=.", "Retrieval covers UK and EU procurement portals only.", "Credits are spent per lookalike on retrieval and the Claygent; filter hard in the lookalike step." ], "faqs": [ { "question": "Can Clay find lookalike companies from HubSpot closed-won deals?", "answer": "Yes. Look up closed-won companies with Clay's HubSpot lookup action, pass their domains to the company lookalike action, and suppress closed-lost domains before any qualification step." }, { "question": "Why use Perplexity and a Claygent instead of one AI step?", "answer": "Retrieval and judgement fail in different ways. Retrieval restricted to official sources returns citable evidence, and a Claygent judging only that evidence cannot make up a source." }, { "question": "Does this only work for tenders?", "answer": "No. Any win reason tied to a public, dated event you can retrieve and cite works the same way: a regulation deadline, funding, a security incident, a leadership change." } ], "sources": [ { "name": "Clay Workflows documentation", "url": "https://university.clay.com/docs/workflows" }, { "name": "Clay Workflow FAQs", "url": "https://university.clay.com/docs/workflow-faqs" }, { "name": "Clay HubSpot integration overview", "url": "https://university.clay.com/docs/hubspot-integration-overview" }, { "name": "Clay: enriching with Perplexity", "url": "https://university.clay.com/lessons/enrich-with-perplexity" }, { "name": "Clay: building Claygents with Claygent Builder", "url": "https://university.clay.com/lessons/build-scale-and-deploy-claygents-with-claygent-builder" }, { "name": "Find a Tender developer documentation", "url": "https://www.find-tender.service.gov.uk/Developer/Documentation" } ], "related_guide": "https://www.revenanas.com/blog/closed-won-signal-led-pipeline-clay", "install_command": "python3 install_clay_workflow.py.txt clay-closed-won-lookalikes-tender-signal.clay-workflow.json --set audf_batch= --set audf_why_we_won= --set audf_qualification_status= --set audf_signal_type= --set audf_signal_summary= --set audf_evidence_url= --set audf_evidence_date= --set audf_contract_value= --set audf_contracting_authority= --set audf_confidence_score=" }