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Clay + Canva — Enrich prospect data via waterfall + Claygent research, then auto-generate personalised one-pagers, battle cards, and leave-behinds using Canva's Autofill API. Bespoke sales assets at scale.

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Why This Combination

Generic sales collateral doesn't close deals. A one-pager that says "We help companies grow" gets thrown away. A one-pager that says "Based on {Company}'s recent expansion into EMEA and your current use of {competitor}, here's how we'd approach your specific situation" gets read and shared internally.

This playbook generates prospect-specific assets at scale by combining Clay's enrichment with Canva's Autofill API. Each prospect gets a unique one-pager populated with their company data, industry challenges, and a tailored value proposition — without anyone designing it manually.

What you gain: Branded, personalised sales assets for every prospect in your pipeline. Pre-meeting leave-behinds, follow-up attachments, and proposal supplements — all auto-generated from enrichment data.
What you lose: Outreach execution (no Instantly/HeyReach), signal detection (no ClearCue/Jungler), pipeline tracking (no Notion). This is a content/asset production layer.

When to Use This vs Other Combos

Use This Playbook When	Use a Different Playbook When
You want personalised sales assets for meetings, proposals, and follow-ups	You want outreach — add Instantly or HeyReach
You're doing consultative/enterprise sales where collateral matters	You're doing high-volume transactional outreach — skip the one-pagers
You want to differentiate follow-ups with prospect-specific visuals	You want signal intelligence to fuel reports — use Signal Insight Reports
Multiple sales reps need consistent branded assets with unique data	You need pipeline tracking — add Notion

Stack Overview

Tool	Role	What You're Using It For
Clay	Enrichment + Research Engine	100+ enrichment providers. Claygent web research for company deep-dives. AI formulas for value proposition tailoring, challenge identification, and competitive positioning. All data that populates the one-pager fields.
Canva	Asset Generation	Brand templates with Autofill fields. Autofill API (`POST /v1/autofills`) for programmatic design generation from data. Brand kit enforcement. Export to PDF/PNG. Batch generation for multiple prospects.

Data Flow

flowchart LR
	A["Lead List"] -->|"Import"| B["Clay<br>Enrich + Claygent"]
	B -->|"Structured data<br>(CSV or API)"| C["Canva Autofill<br>API / Data Autofill"]
	C -->|"Auto-generated<br>one-pagers"| D["PDF/PNG<br>Sales Assets"]
	D -->|"Attach to outreach<br>or share in meetings"| E["Prospects"]

Clay Setup for Asset Data

Enrichment Table

Standard enrichment columns (company, industry, size, revenue, funding, tech stack, Claygent research) plus asset-specific AI formula columns: