Help me find other people at their company and build a workflow for that. But I only want it to filter out and be the people that are in the marketing department, head of growth, creative strategist, media buyer, marketing manager, marketing assistant, stuff like that. Those titles.
To find marketing people at companies and build a workflow:
Access Find People: Click "Actions" → "Find People at These Companies" [1]
Set Company Source: Select your company table and choose either company domain or professional profile URL as the identifier
Filter by Job Titles: In the job title section, add your specific marketing roles: "head of growth, creative strategist, media buyer, marketing manager, marketing assistant"
Use Function Filter: You can also select "marketing" as a broader function to capture related titles
Preview & Import: Click "Preview People" to see results, then "Import" and "Save to new table"
Set Limits: Add a limit to control the number of results per company
The system supports both exact title matching and semantic searching by function, so you can capture various marketing roles effectively . This creates an automated workflow that finds marketing professionals at your target companies.
Is that what you were looking for?
sculptor says this: I see - this is a special type of source. Let me provide you with guidance on how to set this up, as this requires using Clay's Find People feature which works differently: Here's how to find marketing people at these companies: Option 1: Use Find People (Recommended - adds people as new rows) Since you want to find multiple people at each company, the best approach is to use Clay's Find People feature:
Click the "Find People" button at the top of your table
In the search configuration:
Company filter: Map to your Company Website field (or Company Name)
Job Titles: Add keywords for the roles you want:
"marketing manager"
"head of growth"
"creative strategist"
"media buyer"
"marketing assistant"
"marketing director"
"marketing coordinator"
"growth marketing"
"performance marketing"
Set the number of people per company (e. g., 5-10 people)
This will create a new table with all the marketing people found
Option 2: Find Contacts as Columns (if you want people in columns instead) Alternatively, I can set up a "Find Contacts" enrichment that adds people as columns in your current table. However, this is better if you only want 1-2 people per company. Which approach would you prefer? The Find People feature (Option 1) is typically better when you want to reach out to multiple people at each company, as each person gets their own row with full contact details. is this the right way?
Yes, that's exactly right! Option 1 using Find People is the correct approach for finding multiple marketing people at companies. [1]
Here's the process:
Click "Actions" → "Find People at These Companies"
Map your company identifier (domain or company name)
Add your marketing job titles - you can use specific titles or broader functions like "marketing" [2]
Set a limit (5-10 people per company)
This creates a new table with each person as a separate row [3]
The Find People feature auto-queries similar job titles, so typing "marketing manager" will include related variations automatically. This is perfect for your workflow since you want multiple marketing contacts per company.
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If you still need help setting up your Find People workflow or have more questions about filtering marketing roles, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
how do we prioritize the most relevant person?? and put theri first name in column
To prioritize the most relevant person, use the Sort feature:
Click Sort at the top of your table [1]
Select a column like job title or seniority level
Choose Ascending or Descending to rank by relevance
For first names in a separate column:
Reference the first person from your people list (Index 0) [2]
Add a new column using Formulas
Extract the first_name property from the person data
This gives you the top-priority person's first name in its own column for easy reference.
Is that what you were looking for?
If you still need help prioritizing contacts or setting up the first name column, I’m happy to assist. Would you like to share more about your specific goals or any difficulties you’re encountering?
Thank you for sharing that. How can I assist you further with your workflow or any other questions you have?
If you still need help refining your workflow or prioritizing contacts, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or understand?
