Seeking 1-Hour Clay Consultation for Workflow Development

John T. · 2025-12-24T07:57:23.054Z

Hi, I'm looking for some clay ad hoc consultation (1 hour) for a specific workflow that I'm building. Will be willing to pay for your time. Please let me know?

Seeking 1-Hour Clay Consultation for Workflow Development | Clay

7 comments

· Sorted by Oldest

John T.
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So let's say I have scored the prospects already within Company A and Company B
1.
John // Company A // 10 points
2.
Peter // Company A // 9 points
3.
Mary // Company A // 7 points
4.
Jane // Company B // 2 points
5.
Jennifer // Company B // 3 points
6.
Sarah // Company B // 4 points
7.
Xavier // Company B // 1 points
Using Clay, how can I identity the top 2 prospect scores of each company? Meaning output will be
1.
John // Company A // 10 points
2.
Peter // Company A // 9 points
3.
Jennifer // Company B // 3 points
4.
Sarah // Company B // 4 points
Muhammad S.
·
·
Ok this is easy. Message me and i will hop on a call.
Vikrant R.
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·
Hey John T., here's one way to do this -
1.
Let's assume you call your main table - Table 1 where you have all your scored data.
2.
Write all this data to another table, let's call that Table 2
3.
In Table 2, keep the auto deduplication on based on company domain. So now you have a list of all unique companies. So in your example, you only have 2 rows - Company A and Company B
4.
Now you can look up multiple rows in Table 2 from Table 1. This is a native Clay integration.
5.
When you run this, In Table 2, you should see the 2 rows with multiple outputs. So in your example, you'll see 2 outputs for Company A and 4 outputs for Company B.
6.
Now you can run an AI column on that output and only ask it to pick the top 2 prospects for each company.
Happy to help clarify how to make this work
Gabe C.
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·
You could also just do a lookup on a sorted table and send 2 records to another table — much faster.
John T.
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Thanks Vikrant R. and Gabe C.
John T.
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·
i tried another method on my own, and it seems to work
do a company lookup on table 1 (my main table)
Pass the company lookup data into AI in the same table, AI to choose if the prospect is suitable based on the company lookup data
Does seems to work for me, what do you guys think?
Gabe C.
·
·
Can’t really see the full context but directionally that sounds correct! Edit: just setup a table like yours and tested it. Could probably be better with 1-2 more steps but if you're using an AI column, it should figure things out I suppose.

John T.
·
·
So let's say I have scored the prospects already within Company A and Company B
1.
John // Company A // 10 points
2.
Peter // Company A // 9 points
3.
Mary // Company A // 7 points
4.
Jane // Company B // 2 points
5.
Jennifer // Company B // 3 points
6.
Sarah // Company B // 4 points
7.
Xavier // Company B // 1 points
Using Clay, how can I identity the top 2 prospect scores of each company? Meaning output will be
1.
John // Company A // 10 points
2.
Peter // Company A // 9 points
3.
Jennifer // Company B // 3 points
4.
Sarah // Company B // 4 points
Muhammad S.
·
·
Ok this is easy. Message me and i will hop on a call.
Vikrant R.
·
·
Hey John T., here's one way to do this -
1.
Let's assume you call your main table - Table 1 where you have all your scored data.
2.
Write all this data to another table, let's call that Table 2
3.
In Table 2, keep the auto deduplication on based on company domain. So now you have a list of all unique companies. So in your example, you only have 2 rows - Company A and Company B
4.
Now you can look up multiple rows in Table 2 from Table 1. This is a native Clay integration.
5.
When you run this, In Table 2, you should see the 2 rows with multiple outputs. So in your example, you'll see 2 outputs for Company A and 4 outputs for Company B.
6.
Now you can run an AI column on that output and only ask it to pick the top 2 prospects for each company.
Happy to help clarify how to make this work
Gabe C.
·
·
You could also just do a lookup on a sorted table and send 2 records to another table — much faster.
John T.
·
·
Thanks Vikrant R. and Gabe C.
John T.
·
·
i tried another method on my own, and it seems to work
do a company lookup on table 1 (my main table)
Pass the company lookup data into AI in the same table, AI to choose if the prospect is suitable based on the company lookup data
Does seems to work for me, what do you guys think?
Gabe C.
·
·
Can’t really see the full context but directionally that sounds correct! Edit: just setup a table like yours and tested it. Could probably be better with 1-2 more steps but if you're using an AI column, it should figure things out I suppose.