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Can someone please help me with this formula?
Can someone please help me with this formula?
Can someone please help me with this formula?
IF( AND( OR({{Normalized Title}} = "Founder", {{Normalized Title}} = "Owner"), {{# of Employees}} <= 10, {{2023 Revenue (USD)}} <= 500000, {{Country}} = "USA" ), "Persona #1 | Startup | Founder/Owner", IF( AND( {{Normalized Title}} = "C-Suite", {{# of Employees}} <= 10, {{2023 Revenue (USD)}} <= 500000, {{Country}} = "USA" ), "Persona #2 | Startup | C-Suite", IF( AND( {{Normalized Title}} = "Presidency", {{# of Employees}} <= 10, {{2023 Revenue (USD)}} <= 500000, {{Country}} = "USA" ), "Persona #3 | Startup | Presidency", IF( AND( {{Company Provides SaaS?}} = "No", {{Normalized Title}} = "C-Suite", {{# of Employees}} >= 11, {{# of Employees}} <= 50, {{2023 Revenue (USD)}} >= 1000000, {{2023 Revenue (USD)}} <= 10000000, {{Country}} = "USA" ), "Persona #4 | Non-SaaS SMB | C-Suite/Presidency", IF( AND( {{Company Provides SaaS?}} = "Yes", {{Normalized Title}} = "C-Suite", {{# of Employees}} >= 11, {{# of Employees}} <= 50, {{2023 Revenue (USD)}} > 500000, {{Country}} = "USA" ), "Persona #5 | SaaS SMB | C-Suite/Presidency", IF( AND( {{Company Provides SaaS?}} = "Yes", {{Normalized Title}} = "Manager", {{# of Employees}} >= 11, {{# of Employees}} <= 50, {{2023 Revenue (USD)}} > 500000, {{Country}} = "USA" ), "Persona #6 | SaaS SMB | Manager", IF( AND( {{Normalized Title}} = "C-Suite", {{# of Employees}} >= 51, {{# of Employees}} <= 200, {{2023 Revenue (USD)}} > 10000000, {{Country}} = "USA" ), "Persona #7 | Enterprise | C-Suite", IF( AND( {{Normalized Title}} = "Presidency", {{# of Employees}} >= 51, {{# of Employees}} <= 200, {{2023 Revenue (USD)}} > 10000000, {{Country}} = "USA" ), "Persona #8 | Enterprise | Presidency", IF( AND( {{Normalized Title}} = "Manager", {{# of Employees}} >= 51, {{# of Employees}} <= 200, {{2023 Revenue (USD)}} > 10000000, {{Country}} = "USA" ), "Persona #9 | Enterprise | Manager", "Unclassified" ) ) ) ) ) ) ) ) )
I notice you haven't actually attached an image in your message. However, I can help guide you through creating a formula in Clay: 1. Add a new column and select "Formula" 2. Type your desired action in the AI Formula Generator box (use "/" to reference specific columns) 3. Click "Generate Formula" 4. Review the sample output 5. Click "Save Formula" when you're satisfiedIf you'd like specific help with your formula, please share more details about what you're trying to accomplish. You can use our AI formula feature to extract insights from your data, format information, or perform calculations. Sources: Formulas AI Formulas + Conditional Runs [Automated Outbound] - Clay University
You can set up complex persona classification in Clay using our Formula Generator with these steps: 1. Create a new Formula column in your table. 2. Use our Score Row feature to assign numerical values based on multiple criteria (up to 15 scoring criteria). 3. For job titles specifically, you can use our built-in AI categorization that automatically sorts titles into standardized buckets: • Junior Individual Contributors • Managers • Directors and VPs • C-suite executives and Founders 4. For more granular persona mapping, use our Job Title to Persona mapping feature, which allows you to: • Define specific personas (e.g., "Engineer (Individual Contributor)") • Set up keyword lists for each persona (e.g., "Engineer, Software, Developer, Technical")You can combine these approaches using the Formula Generator to create comprehensive scoring criteria based on all your requirements. Sources: Lead scoring overview | Clay University Map Job Title to Persona with Clay Lead Scoring [Automated Inbound] - Clay University Score Row in Clay with Clay