Here's a link to one of the two main data tables I am trying to work through in clay.
https://app.clay.com/workspaces/211664/tables/t_EBdU9AslgJTY/views/gv_PB7dYgW1mOLc
I would really appreciate some guidance here. What I am trying to accomplish here is as follows:
- 1.
Extract from the notes column the email address, phone number, Name, Title, and domain if applicable
- 2.
Extract domain from any email addresses pulled from the notes column
- 3.
If notes column mentions a time that was requested to follow up, extract from the column when a previous colleague said he would follow up.
- 4.
If Notes Column mentions what type of service offering the POC expressed interest in, extract just that phrase.
- 5.
From the extracted domain (from the email address, from the notes column) use Apollo integration to pull Industry and short description and SEO description
- 6.
Search the short description and SEO description for key services that they offer
- 7.
Use AI to finish a sentence (I.E. like your video of "I was on your site and saw you...", but have multiple input columns with possibly a LOT of text) based off of the company industry, SEO description(Apollo data), and Short Description (Apollo data)
- 8.
Use AI to write a second short sentence based off of data extracted from notes column (When they asked to be followed up and what services they were interested in.)
The list has 4090 POC's that have been previously contacted by a previous employee.
The Notes column can sometimes contain up to 10 emails in a thread, and then contact info, and then more notes, all in one cell.
If there is a Summarize function available, it would also be very helpful for the notes column.
