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how do i use clay to clean title names?

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how do i use clay to clean title names?

  • Avatar of Channeled
    Channeled
    APP
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    To clean title names in Clay, you can use our normalization tools. Here's how: 1. Navigate to the enrichment panel and find the "Tools" section. 2. Scroll past the AI options to our pre-built functions. 3. Look for a function similar to "Normalize Company Names" but for titles. 4. Select the appropriate input column (your title column). 5. Configure any additional options if available. 6. Run the action across your rows. If you don't see a specific function for titles, you can use AI formulas for more complex cases. Just start with built-in functions when possible to save credits and improve efficiency. If you need further assistance, you can request human help by clicking on "Talk to a person".

  • Avatar of Spencer H.
    Spencer H.
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    There isnt an option to normalize titles - can I use the normalize company names for titles

  • Avatar of Channeled
    Channeled
    APP
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    Unfortunately, the "Normalize Company Names" function is specifically designed for company names and can't be used to clean title names. However, Clay does offer a separate option to normalize job titles. To clean title names, you'll need to use a different tool or approach within Clay. If you need more specific guidance on how to normalize job titles, you can request human assistance by clicking on "Talk to a person" for detailed instructions.

  • Avatar of Spencer H.
    Spencer H.
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    I am also trying to use clay to segment my list by location. In my contact location there are cities listed. I want clay to segment these cities into 3 locations (America, EU or Other). Can I use ai to put whichever city is the closest to one of the above locations? This is so I can have proper sending times adjusted for lead location

  • Avatar of Summiya B.
    Summiya B.
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    Yes ui ai to catagorise them

  • Avatar of Bo (.
    Bo (.
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    Hey, For segmenting cities into regions like America, EU, or Other, you can use AI in Clay. Just add an AI block and prompt it with something like: “Classify this city as either America, EU, or Other based on its location.” That way, even cities not explicitly labeled will be sorted based on proximity. For cleaning title names, you’ve got two options: • Formulas if you want precise control (e.g., remove “Mr.” or “Mrs.” by specifying each case). • AI if you want it handled more flexibly. Just use a prompt like “Clean and standardize this job title” in an AI block. You can use a lightweight model like GPT-4.0 Mini to keep it efficient. Let me know if you want help setting up the prompts or formulas!

  • Avatar of Channeled
    Channeled
    APP
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