Hi guys. I'm using clay's waterfall for financial events (company news predictleads - google news - intelizence). I get between 1 and 90+ events, depending on the data provider. I need to filtrer it, and to get a lookup at any of those events : each item in the cell answer, and each waterfall answer. how to get a global answer that allows me to filter with a formula ? My aim : targeting "acquired", "acquisition" companies, but i need to look at ALL events to be sure that i can or can't contact.
Create a Formula column to search across all events for acquisition keywords:
Add Column → Formula [1]
In the AI Formula Generator, type: "Search through /[Events Column] for keywords 'acquired' or 'acquisition' and return true/false"
Generate Formula and Save
Alternatively, use the Cell details panel:
Click on your events cell
Hover over the events list and select Filter or find keywords [2]
Search for "acquired" or "acquisition"
This lets you filter across all waterfall results to identify acquisition-related companies. [3]
Is that what you were looking for?
thank, and how do i get the "acquisition sentence" when i see that they acquired something ?
To extract the acquisition sentence from your events:
Did that answer your question?
If you need any more help with filtering or extracting specific event details, I’m here to assist. Would you like to provide more information about what you’re trying to achieve or any challenges you’re facing?
Create a conditional column that shows the acquisition sentence when your checkbox is true:
Add Column → Formula
Use this logic: IF([checkbox column] = true, [events column].article_sentence, "")
This displays the specific article sentence only when the acquisition box is checked [1]
Alternatively, click the events cell → Cell details → hover over the specific event → "Add as column" next to "Article Sentence" to create a dedicated column [2]
The formula approach gives you conditional display based on your checkbox status.
Was this helpful?
If you still need help with displaying the acquisition sentence based on your checkbox, I’m here to assist. Would you like to share more details about your setup or any other challenges you’re facing?
the article sentence is from a waterfall, so the "article sentence" can be provided by different cells
Since your waterfall has multiple sources, create a Formula column that checks which waterfall step found the acquisition and returns that specific article sentence: [1]
Add Column → Formula
Use logic like: "IF checkbox is true, return the article_sentence from whichever waterfall step contains acquisition keywords"
Reference your waterfall column with /[waterfall_column_name].article_sentence [2]
This pulls the article sentence from whatever waterfall step actually found the acquisition event. [3]
Does this help you?
Try simplifying your formula prompt. The AI generator works better with clearer instructions: [1]
Option 1: Break it into steps:
First create: "IF /[Recent M&A/IPO Activity] is true, return 'yes', otherwise return 'no'"
Then create: "Extract article_sentence from /[waterfall column] where text contains 'acquisition' or 'acquired'" [2]
Option 2: Use simpler language:
"When /[Recent M&A/IPO Activity] is checked, show the article sentence from /[Events] that mentions acquisition" [3]
The error usually happens when the prompt is too complex or references too many columns at once.
