I am looking to check the table "PVB Customers (Law Firms)" across columns: Domain, HS Additional Domain 1, and HS - Additional Domain 2 for a matching domain to the value found in the "Competitor 1" in the "Law Firms" table. How do I do this? https://app.clay.com/workspaces/339088/workbooks/wb_0syu7wh4DdRoDXTnWt6/tables/t_0syu8o4KC6NbiRqwNvA/views/gv_0syu8o4ckEm6UrYQEip
Use the Lookup Multiple Rows in Other Table action to check for matching domains across multiple columns. Setup: 1. Add enrichment → Select "Lookup Multiple Rows in Other Table" 2. Table to Search: "PVB Customers Law Firms" 3. Target Column: Start with "Domain" 4. Filter Operator: "Equal To" or "Contains" 5. Row Value: Select the "Competitor 1" column from "Law Firms" table For multiple domain columns: You'll need separate lookup actions for each column (Domain, HS Additional Domain 1, HS Additional Domain 2) since each lookup targets one column at a time. This will return all matching rows where the domain values match your competitor data.
Is there a way to make this a one step process? In other words, if it does not find the value in the first column, to continue on to the second and third?
No, you cannot search multiple columns in a single lookup action. The Lookup Multiple Rows in Other Table enrichment can only use one column at a time to filter results. You'll need separate lookup actions for each column (Domain, HS Additional Domain 1, HS Additional Domain 2) to achieve your goal of checking across all three columns.
Hey, Nicole B. In Law Firms sheet if A2 has the domain from Competitor 1. In a new column, enter this formula
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=IF(COUNTIF('PVB Customers (Law Firms)'!A:C, A2) > 0, "Match", "No Match")Drag down the formula for other rows. This checks if the domain in A2 exists in any of the 3 columns (A to C) of the PVB Customers (Law Firms) sheet.
You can achieve this using Clay's AI Formula feature instead of Excel formulas. Steps: 1. Add a new column and select Formula 2. In the AI Formula Generator, describe what you want: "Check if the domain in /Competitor 1 exists in any of the three columns (Domain, HS Additional Domain 1, HS Additional Domain 2) in the PVB Customers Law Firms table. Return 'Match' if found, 'No Match' if not found" 3. Click Generate Formula 4. Review the output and click Save Formula This will create a single formula that checks across all three columns at once, giving you the same result as your Excel COUNTIF formula but within Clay's native environment.
Can I do this across different tables within the same workbook?
Yes, you can use lookup actions across different tables within the same workbook. For your domain matching scenario, you can use the "Lookup Single Row in Other Table" or "Lookup Multiple Rows in Other Table" actions to search the "PVB Customers Law Firms" table from your "Law Firms" table. The lookup actions work between any tables in your workspace, allowing you to search and retrieve data from other tables based on specified criteria.
Yes, absolutely you can do this across different tables within the same Excel workbook How it works As long as both tables are in the same workbook (even if they're on different sheets), the formula will work. Example Let’s say Sheet 1 is called Law Firms Sheet 2 is called PVB Customers (Law Firms) In Law Firms!A2 you have a domain (from Competitor 1) You want to check if it appears in columns A–C of PVB Customers (Law Firms) Use this in any empty column on Law Firms sheet excel Ye =IF(COUNTIF('PVB Customers (Law Firms)'!A:C, A2) > 0, "Match", "No Match") Then drag the formula down to apply to the whole column.
Yes, you can achieve this cross-table functionality in Clay using our AI Formula feature. Steps: 1. Add a new column and select Formula 2. In the AI Formula Generator, describe: "Check if the domain in /Competitor 1 exists in any of the three columns (Domain, HS Additional Domain 1, HS Additional Domain 2) in the PVB Customers Law Firms table. Return 'Match' if found, 'No Match' if not found" 3. Click Generate Formula 4. Review and click Save Formula This creates a single formula that checks across all three columns at once, similar to your Excel COUNTIF approach but within Clay's native environment. The lookup functionality works between any tables in your workspace.