Streamline Your Client Workflows: Automate Table Management
Hi there Clay masters, Hopefully some of you can help me! I've been building tables and workflows for multiple clients, but everytime a new client comes in, I need to do it all over again. MANUALLY 😭 Let me explain my issue. 👀 Here's my workflow: 1 - Upload a CSV with company names and tables 2 - Do a couple of enrichments and FILTERS on that company table 3 - Select Find People At These companies enrichment (it creates another table) -> Mind that I have filters applied in the company table. It means I'll only search for people that replies to those filters 4 - Select the job titles I want only 5 - I get good results for my people search 🔴 Where's my main difficulty:
Everytime I duplicate this workflow and add a new CSV with new companies, everything runs automatically on the company table (that is fine!) BUT ALSO on the Find People table. THIS IS THE ISSUE. I wasted a bunch (thousands) of credits because the Find People At These enrichments didn't assume my Filters of my company table. In the end I got a people table with all the people it found from those companies.
🙏 My question is: If there any way of duplicating a full workflow with multiple tables and everything runs smoothly? for instance the People table assumes all the filters applied on the company table?
