Question to the clay pros Say I have a list of 10k prospects, from 3k unique companies Some companies have 5 employees, other 10, some just 1 How do you dedupe in order to keep up to x number of people per company, based on job title priorities? (my process involves breaking this down to multiple worksheets and lookup associations every time, but it's too time consuming. Wondering if anyone cracked this with something simpler)
Normalise the titles
Assign a numeric priority for each title
Pull the numeric priority in the table
Sort the list by Company, then by priority
Assign ranks within a company for each person
Remove records with rank > your cutoff
Panos S. You can breakdown the sheet by job title as well So this way outreach are more personalized WDYT?\
The whole idea is Chose specific job titles and separate them
Hey Panos S. Didn't try this specifically but I think this could work:
Send all normalized domains to a new table and dedupe
Lookup multiple rows from domains table to original table and add filter for # found rows > number of titles you want to keep
Pass to AI to return only the x that fit the most based on your criteria
Sure, could be fun. 😃
