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How to Prevent Credit Usage in New Workbooks for Company Identification

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Hi team, if I have a workbook that used credits to find companies that meet a criteria, and then I create a new workbook, how do I keep the new workbook from using credits to identify companies/contacts that were identified in the first workbook?

How to Prevent Credit Usage in New Workbooks for Company Identification | Clay

5 comments

· Sorted by Oldest

Dawson P.
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cc: Joe S.
Channeled
APP
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Bo (.
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Hey, thanks for reaching out Dawson! To prevent using credits on companies or contacts already identified in a previous workbook, you can use a Clay lookup to check if the data exists in another table. Here’s how to do it: 1. Lookup Existing Data: Use the lookup feature to check if the company/contact already exists in the first workbook. Here’s a Loom tutorial on how to do this. 2. Use AI Formulas: Apply a formula to skip running enrichments on rows that have a match. More details on using formulas can be found here. 3. Avoid Duplicate Runs: You can also use a method to prevent duplicates from being processed. Check out this Loom video for a step-by-step guide. Let me know if you need any further help! 😊
Channeled
APP
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
APP
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Hi Dawson P.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: