Josh Urban

Commented on Optimizing AI API Usage for Unique Company Phone N...·Posted in03 Tutorials & Inspiration

Hi Bruno (Clay) . In your example, the workflow seems to only be applicable when you are adding the lookup after the first successful find the AI has run. Or at least that seems to be the case? I cannot get my lookup column to generate "✅ Record Found" to prevent the AI from running on that row for companies already in the write to table. My table is here: https://app.clay.com/workspaces/192489/tables/t_GEPdGsJYxWbV/views/gv_kj2Tj6sd2v3k What am I missing?

Commented on Optimizing AI API Usage for Unique Company Phone N...·Posted in03 Tutorials & Inspiration

Josh Urban

Seems to be exactly what I needed! I had no idea you could use lookup + write to table in that way. I can thing of several other use cases this functionality will be helpful for. Thank you!

Posted in 03 Tutorials & Inspiration·

Josh Urban

Optimizing AI API Usage for Unique Company Phone Number Retrieval

Hi everyone -- I have a Find People Table where many of the contacts belong to the same companies. I'm trying to run the Claygent (AI Web Researcher) template that uses the following prompt:

Visit the website of the following company: /Company Domain and find a phone number to contact them. You might have to look at the footer or on the "Contact", "Support" or other relevant pages on website. If you are unable to find a phone number on the website, try looking at other sources on the web & Google. If a phone number is found, return just the phone number and nothing else. Otherwise, just return: "Not Found".

Because there are multiple people belonging to the same company, I only want the AI Web Researcher column to run on the first unique value of /Company Domain. The goal is to only using the AI API to find phone numbers from each unique website, rather than it running on the same website multiple times. I am trying to use the "Only Run If" formula to make this work, but even using Use AI I am unable to get a formula that allows this. Anyone experience something similar? I can't imagine I'm the only one who only wants to use API credits when necessary and not have duplicative work 🙂

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Posted in 02 Support·

Josh Urban

Finding Filters & Spreadsheet Origins in Clay: Any Possibility?

Hi all, Two (somewhat related) questions:

1.
Is it possible to find the filters that were used when creating a Company Table or a People Table? For example, if I've created a highly segmented Company Table using a number of filters, occasionally I will want to create another Company Table with the same filters, only maybe changing the company industry filter. Is there a way to do this without having to re-enter all of the filters for this new Find Company Table? Even being able to view the filters used to create the first table would save some time. I can't seem to find a way to view the "origin" of the Find Company Table after it is created (the filters used to create the table). Hopefully that makes sense.
2.
To build off the above -- is it possible to view what spreadsheet was used to create an imported table? I'd imagine this would be in the "origin" that would contain the filters from the above question. It'd be great to be able to quickly reference which of my Clay tables match with my spreadsheets in the event I forgot to name them the same (whoops...)

Maybe this "origin" tab already exists and I just can't find it within the interface? Thanks! 🙂

1Comment

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