Josephine Umana

Came into the program needing to move from manual processes to repeatable automation. Built Clay workflows across research, enrichment, and outbound personalization, using AI features like custom Claygents and AI formulas to handle data gaps and classification at scale. Shipped an Assignment 4 workflow that the team can now run repeatedly instead of doing the work by hand. Knows how to architect workflows, prompt AI models effectively, and troubleshoot Clay features when they don't behave as expected.

Work

Reviewed inside a cohort where it says so. Numbers are the student's.

Video

AI Skills Cohort 10

Competitor Research and Personalized Outbound Workflow

Outbound messages were generic and surface-level, requiring deep research on each target company to personalize at scale. Created two custom Claygents using meta-prompting: one to research competitor gaps and pain points, another to write personalized outbound copy using the research output. Used Sculptor to generate the prompts themselves, then reviewed and refined them for specificity. Workflow

Video

AI Skills Cohort 10

Salary Data Enrichment and Market Analysis

Salary data was incomplete across providers, leaving gaps in market benchmarking for insurance support roles. Used AI enrichment to research company domains and career sites for missing salaries, combining provider data with AI-sourced results. Discovered that nine support roles cluster tightly around $52,952 average, with clear outliers tied to seniority or specialization. Identified that six of

Case study

AI Skills Cohort 10

Data Transformation with AI Formulas

Manual column formatting and data standardization consumed time and introduced errors across lookup operations. Used AI formulas to generate transformations in plain English, leveraging the forward slash syntax to tag columns dynamically (e.g., {{emails}}) so formulas map accurately without manual mapping steps. Reduced time to standardize columns and made the process repeatable across future tabl

Skill map

2 Clay use cases proven. Tap or hover one to see the proof and what it is built from.

Proof levelsCertified by ClayVerified workShared, in review

Phase 1

Crawl

Clean, scored data you can trust

1 proven

Phase 2

Walk

Automations that run without you

1 proven

Phase 3

Run

Signals and reps working the same system

0 proven

Data foundation

Reachable accounts and contacts, lower tool spend

Crawl

List buildingVerified

List buildingVerified

Proof on file

• Graded assignment💡 Assignment 3.2: Chat with Sculptor to Build an ICP listJul 2026

Building blocks6 of 6 proven

Sourcing

• Company search and TAM
• Contact search and buying committee

Logic

• Fit and intent scoring
• Suppression and exclusions
• Lists and audience segments

Activation

• CRM writeback

Walk

Research at scaleVerified

Research at scaleVerified

Proof on file

• DiplomaAI Skills Cohort 10 diplomaAug 2026

Building blocks5 of 5 proven

Sourcing

• First-party data and CRM lookup

Enrichment

• AI research with Claygent
• Signals

Logic

• Normalization and dedupe

Activation

• CRM writeback

Building blocks

10 proven. The Clay skills every use case is made of. Tap or hover a use case to see its recipe.

See all 10

Sourcing3Where records come from

Enrichment2What you learn about them

Logic4What you decide

Activation1Where the decision lands

Credentials

Issued by Clay. Anyone can verify the ID.

AI Skills Cohort 10 diplomaAI Skills

Cohort completed, every submission graded

Aug 2026 · CC-DIP-DE7B6A90Verify

0.08% of the Clay community hold this0.08%of the Clay community hold thisOut of 58,000 people

Badges

9 of 12 earned

First build shipped

Submitted your first assignment

Jul 2026

2.1% of the Clay community hold this2.1%of the community hold this

Five builds shipped

Five assignments submitted

Earned

0.87% of the Clay community hold this0.87%of the community hold this

Cohort finisher

Every module, every submission, graduated

Aug 2026

0.73% of the Clay community hold this0.73%of the community hold this

In the room

Five live sessions attended

Earned

0.55% of the Clay community hold this0.55%of the community hold this

First reply

Answered a classmate

Jul 2026

1.4% of the Clay community hold this1.4%of the community hold this

Helped 10

Ten classmates reacted to your posts

Earned

1% of the Clay community hold this1%of the community hold this

Helped 50

Fifty classmates reacted to your posts

Earned

0.12% of the Clay community hold this0.12%of the community hold this

Regular

Twenty five posts in the community

Earned

0.2% of the Clay community hold this0.2%of the community hold this

Mentor

Coached a cohort

Earned

0.04% of the Clay community hold this0.04%of the community hold this