Clay for expert networks
Find the right expert.
Start the right conversation.
Roxby is the AI agent that helps Client Associates find, vet, and reach experts at scale. It handles the repetitive sourcing, outreach, and follow-up, so your team can focus on relationships and successful consultations.
Built for associates at expert networks like
Why Roxby
More like a research associate. Less like a mail merge.
Expert sourcing and outreach are fragmented, repetitive, and time-sensitive. Roxby turns an expert search request into an actionable outreach workflow, and works alongside your existing database instead of replacing it.
Speed
Cut the time from receiving a project brief to launching targeted outreach, even when the client needs candidates within the hour.
Precision
Prioritize experts against the client's actual requirements, with an explainable match for every recommendation, not just a longer list.
Personalization
High-volume outreach that reads as individually written, grounded in each expert's verified, relevant experience.
Execution
Go beyond lead lists. Roxby manages the follow-up work that turns promising leads into booked consultations.
See it in action
A day with Roxby
Four everyday workflows from an associate's day. Roxby does the searching, drafting, and tracking. Nothing goes out without your approval.
We need 30 US pulmonologists with prescribing experience involving Drug X. The client needs candidates ASAP. Find experts from our network and outside it.
I'll prioritize board-certified pulmonologists with relevant prescribing experience and recent clinical practice. Here's the initial candidate pipeline:
42
Candidates
18
In network
24
External
12 candidates have enough evidence for initial review. The remaining 30 require additional verification.
Great. Draft personalized emails for the top 12. Prioritize experts we've worked with before.
I've prepared 12 personalized outreach drafts, prioritizing 8 existing-network experts and 4 new candidates.
All drafts are ready for your review before sending.
How it works
From brief to booked consultation
Associates juggle dozens of conversations across a dozen projects. Roxby covers the whole workflow, from discovery to follow-up, and keeps the associate in control of every send.
Identify potential experts from detailed project requirements, across your database and external sources.
Time saved
4 hrs20 min
Collect professional backgrounds, credentials, and available contact information, with the evidence attached.
Time saved
3 hrs10 min
Draft tailored emails and prepare multichannel sequences that reflect each expert's relevant experience.
Time saved
2 hrs8 min
Track responses, prioritize promising experts, and manage follow-up so no conversation goes cold.
Time saved
90 min5 min
Organize expert conversations across every active project and surface the next best action.
Time saved
1 hr3 min
| Expert | Specialty | Source | Fit |
|---|---|---|---|
| Dr. M. Chen | Pulmonology, board-certified | In network | 94 |
| Dr. R. Alvarez | Pulmonology, critical care | In network | 91 |
| Dr. S. Patel | Pulmonology, academic | External | 89 |
| Dr. K. Osei | Interventional pulmonology | External | 86 |
| Dr. L. Novak | Pulmonology, community | In network | 84 |
Design partner targets · north star: completed consultations per associate
2.5×
consultations completed per associate per month
< 1 hr
from project intake to first targeted outreach
3×
expert response rate vs. generic outreach
70%
less associate time spent on repetitive outreach
Our principles
Your name, your relationships, your call.
Expert relationships are an expert network's most valuable asset. Roxby helps associates build and activate them faster, and it never acts on them without permission.
Nothing goes out without your approval.
Roxby drafts and recommends. You decide what gets sent.
- No auto-send, ever
- Edit any draft
- Override any recommendation
- Every approval logged
To: Dr. Maya Chen
Paid consultation opportunity — Pulmonology
Hi Dr. Chen, I'm reaching out because of your clinical background in pulmonology…
Personalization by default
Every message reflects the expert's real experience. No generic blasts.
Compliance first
Respects opt-outs, restrictions, and confidentiality. Never invents credentials.
Design partner program
Build Roxby with us.
Shape what ships.
We're partnering with a small group of expert networks to build Roxby around real sourcing workflows. We're looking for established networks with high-volume expert sourcing, especially healthcare-focused teams.
- Early access to every capability as it ships
- Regular working sessions with the founding team
- Direct influence on the roadmap and integrations
- Preferred pricing locked in for launch
Limited spots. We'll follow up to learn about your sourcing workflow.