Capturing Key Prospects from a Sourced List Efficiently | Clay

Capturing Key Prospects from a Sourced List Efficiently

I have a list of prospects that I have sourced from other source. For every account I have from 5 to 20 prospects from that company. I want to Capture only 2-3 prospects from each company and write them to other tables based on a few job titles or authority. How do I do that?

6 comments

Clay
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Use our write to table feature with filtering to capture specific prospects per company: 1. Set up filtering: Use the Lookup Multiple Rows integration to count prospects per company and create conditional formulas to limit results to 2-3 per company 2. Filter by job titles: Apply job title filters to target specific roles or authority levels before writing to the new table 3. Configure write to table: • Select your destination table • Choose the column containing your prospect lists • Map the specific data points you want (job titles, authority levels) • Set conditions to only run when criteria are met 4. Alternative approach: Use a checkbox column or formulas to identify your target prospects, then export specific contacts using write to table The write to table feature handles "1 to many" relationships perfectly - taking multiple prospects per company and structuring them into clean, usable rows in your destination table
Sources: Write to Other Table | Documentation | Clay University Write to Table [Clay 101] - Clay University
Jaimin B.
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Here's the table: https://app.clay.com/workspaces/11191/workbooks/wb_0szcb2sonvBGkBVVwkA/tables/t_0szcb46myFjMm28A3z9/views/gv_0szcb46GYkkhHKEEBuN I'm looking to get max 3 people from each domain based on seniority levels from the "seniority" column.
Bruno R.
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Hi Jaimin, thanks for your message - taking a closer look at this now. This will be a basic qualification process you can build out in clay. All you'll need to define, is the job title logic by which you want a title to be prioritized over another. You can either score the job title using an AI formula, for which you'll have to build out an exact list of keywords you'll want to employ for the scoring procedure. An alternative will be to use an AI action, like Claygent, to make sure that you semantically rank by seniority, rather than going off of syntactic matches.
Jaimin B.
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Hi Bruno R., thanks for getting back to me. Can you elaborate on the "score the job title using an AI formula" part? How do I get max 3 people from the company?
LuisArturo
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Hey there Jaimin thanks for reaching out, made a loom going over what Bruno mentioned here. https://www.loom.com/share/6d19a7849a614aecae3ca8ef798c988f?sid=60cdeae7-9117-48d7-b87b-61d873a55322 Additionally here is the the second loo to help assign numerical values: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7?sid=440dc0e2-2734-4503-9c40-31dbac019fb3
Jaimin B.
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Thank you for the loom LuisArturo. You're a lifesaver!