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docs(clay-ads): add intent-based Director+ ad targeting workflow - #2406

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docs(clay-ads): add intent-based Director+ ad targeting workflow#2406
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What changed

Added a new "Workflow: target Director-level contacts at high-intent accounts" section to docs/clay-ads.md — a 6-step walkthrough showing how to use Company Topic Intent signals, Director-level contact search, and ad platform push together as a single flow.

Why

Intercom conversation #215475628164705: Mallika Bhandari (Clay) asked "Can you please help us with the steps on how we can set up an ads campaign by: Searching for Director + level contacts at target accounts, Monitoring for topic itent, Pushing to Ads." Fin (ai_agent_participated: false) didn't answer — a human (Bo, bo.morin@clay.com) replied with a custom Loom video walkthrough because no doc tied these three steps together. clay-ads.md already lists "Target high-intent prospect lists" and "Re-target leads based on engagement signals" as key use cases but never explains HOW — specifically how to combine the Company Topic Intent signal with Director+ contact discovery and an ad platform push.

Materiality check against open PRs: PR #2363 covers "I already have a people list in a workbook, how do I export it to ads?" — a different starting point. PRs #2286/#2287 cover match rate vs audience size. PR #2256 covers legacy vs new ad sync. PR #2218 covers plan limits. PR #2251 covers Enhanced Matching. None document the intent signal → Director+ contacts → ads workflow added here.

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Uncertainties

The enablement path for Company Topic Intent open beta is not confirmed in code — the Eppo flag enable-topic-intent has defaultValue: false, meaning workspace-level targeting lives in the Eppo dashboard outside the repo. The verifier could not confirm from code alone whether customers self-serve into the beta or need a manual flag flip. The Aug 18 open beta launch announcement in #team-growth-strategy and active usage (~50 workspaces Day 1, 80 by Day 2) suggests broad availability on paid plans, but the exact enablement path is not documented in the codebase. The workflow section says "(open beta, available on all paid plans)" — if workspace enablement is still required, this should be updated.

Related observations

Closes DOC-2176

@linear-code

linear-code Bot commented Aug 28, 2026

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DOC-2176

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