Data Governance

Immuta: Automated Competitive Intelligence & Personalized Outreach Pipeline

How a 3-agent system integrated Clay, Agent.ai, and Outreach to automate research and generate 6-variation email sequences

Client Immuta
Industry Data Governance & Security
Technologies Clay, Agent.ai, Outreach

Results at a Glance

*Metrics shown are indicative and represent estimated outcomes based on engagement scope.

85%

Research Time Saved

3

Specialized AI Agents

6

Email Variations Per Prospect

End-to-End

Research-to-Outreach Automation

The Challenge

Enterprise B2B sales requires deep account intelligence to demonstrate credibility, but manual research creates bottlenecks that limit capacity and create inconsistent quality.

  • Multi-source research bottleneck: Hours of manual searching across platforms (web, video, news, social)
  • Disconnected tools: Research in documents/spreadsheets, not integrated with CRM or engagement platforms
  • Capacity constraints: Manual research limits accounts reps can actively pursue

The Learning: Enterprise sales requires integrated research-to-outreach automation that eliminates manual handoffs while maintaining personalization quality.

The Solution

Integrated research-to-outreach pipeline that automates intelligence gathering and generates personalized email sequences within a unified workflow.

Business Outcomes:

  • 85% time savings — Research reduced from hours to 10-15 minutes per account
  • Scalable capacity — Reps can pursue 3x more accounts without research bottlenecks
  • Consistent quality — Standardized process ensures thorough intelligence for every account
  • Integrated data flow — Research lives in CRM, no manual copy-paste

Strategic Approach:

  • Multi-source data aggregation (Clay + Agent.ai + Outreach) automates research across web, video, news, social
  • Two-level intelligence: company strategy insights + individual prospect activity analysis
  • Automated personalization: research findings translated into 6 email variations for A/B testing

The Learning: The magic isn't just the individual agents—it's how platforms work together as a unified pipeline. Data flows automatically from research to enrichment to outreach without manual intervention.

Measurable Business Impact

Efficiency Gains

  • 85% reduction in research time per target account and prospect
  • Research automated from hours to 10-15 minutes of AI-driven synthesis
  • Email drafting accelerated with 6 pre-written variations ready for review
  • Sales reps pursue 3x more accounts without research bottlenecks

Quality & Consistency

  • Standardized research process ensures thorough intelligence for every account
  • Relevance scoring (1-10 scale) filters signal from noise automatically
  • Junior reps access senior-level insights embedded in agent logic
  • Consistent messaging quality across entire sales team

Integrated Workflow

  • Research lives in Clay alongside all account and prospect data
  • No manual copy-paste between tools—everything flows automatically
  • Outreach integration enables seamless email sequence deployment
  • Single source of truth for all account intelligence

Strategic Benefits

  • Pipeline expansion no longer constrained by manual research capacity
  • Competitive intelligence built automatically across target accounts
  • Research-backed personalization references specific company initiatives
  • Market insights inform product and GTM strategy

Ready to Automate Your Research-to-Outreach Pipeline?

Learn how we can build an integrated Clay + Agent.ai + Outreach system for your sales team.

Schedule a Consultation View More Case Studies