Struggling with Title Matching? Seeking Help and Solutions

Garrett W. · 2025-10-27 23:35:53.538196+00

i cant figure out how to nail title matching for the life of me, could someone assist? ive tried • matching exact titles (vp of revenue cycle) • matching categories (revenue cycle) • AI matching and all arent working at a high enough success rate. Im prob a terrible prompter but just having trouble 😭 😭 😭 https://app.clay.com/workspaces/532984/workbooks/wb_0t3wfuxvq94vcsjWvVt/tables/t_0t3whfnUkAsm6KwppSx/views/gv_0t3whfncbxyZRdm7qNi

Struggling with Title Matching? Seeking Help and Solutions | Clay

14 comments

· Sorted by Oldest

Clay Support
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I totally get the frustration with title matching! Looking at your table, it seems like your AI prompts might need some refinement.
For better AI matching accuracy, try these approaches:
Prompt specificity: Instead of generic matching, create detailed prompts that define exactly what constitutes a match. For example, specify that "VP of Revenue Cycle" should match variations like "Vice President Revenue Operations" or "VP Revenue Cycle Management." [1]
Add validation logic: Set up completeness thresholds to catch when AI returns generic responses rather than actual matches. This helps spot systematic prompt issues.
Use multiple data points: Rather than relying on title alone, incorporate department, company size, or seniority level to create more comprehensive matching. [2]
What specific criteria are you trying to match against? Are you looking for exact role matches, seniority levels, or functional areas?
Clay Support
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If you still need help improving your title matching, I’m here to assist. Would you like to share more details about the specific matching challenges you’re facing?
Garrett W.
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human
Clay Support
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Would you like me to connect you with a human agent? Or if you provide more details about the specific challenges you're facing, I can continue to assist you.
Garrett W.
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yes
Clay Support
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I’m routing you to our human team now. They’ll be able to assist you further.
Intercom
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Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Natalie H.
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Hi Garrett, thanks for reaching out! I think there may have been changes to the table since you last reached out, but I would recommend maybe phrasing the formula something like this. Do you recall what kind of prompt you used for the Title Match columns?
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Garrett W.
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still not working 100% which is so strange!
Garrett W.
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no, hold on im gonna filter it for ya!
Garrett W.
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but to my earlier point i think the formula filtering just doesnt work properly lol
photo 1 - filter to quick title check true - how can all of these be true lol,
Economic Development Coordinator
Office Coordinator/Athletics
System Coordinator for Clinical Perf.
Loading attachments
Garrett W.
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https://app.clay.com/workspaces/532984/workbooks/wb_0t3xvaqhkTw3v5XUoFY/tables/t_0t3xvc0aYp47WToC8UU/views/gv_0t3xvc1GYhm7mt9W7bv but in this table founder / cofounder titles are not returned as true even though the prompt says they should be
Loading attachments
Natalie H.
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Unfortunately, AI can be prone to hallucinating, so if you're doing a deterministic action, I would recommend doing formulas.
Clay Support
APP
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We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!

Clay Support
APP
·
·
I totally get the frustration with title matching! Looking at your table, it seems like your AI prompts might need some refinement.
For better AI matching accuracy, try these approaches:
Prompt specificity: Instead of generic matching, create detailed prompts that define exactly what constitutes a match. For example, specify that "VP of Revenue Cycle" should match variations like "Vice President Revenue Operations" or "VP Revenue Cycle Management." [1]
Add validation logic: Set up completeness thresholds to catch when AI returns generic responses rather than actual matches. This helps spot systematic prompt issues.
Use multiple data points: Rather than relying on title alone, incorporate department, company size, or seniority level to create more comprehensive matching. [2]
What specific criteria are you trying to match against? Are you looking for exact role matches, seniority levels, or functional areas?
Clay Support
APP
·
·
If you still need help improving your title matching, I’m here to assist. Would you like to share more details about the specific matching challenges you’re facing?
Garrett W.
·
·
human
Clay Support
APP
·
·
Would you like me to connect you with a human agent? Or if you provide more details about the specific challenges you're facing, I can continue to assist you.
Garrett W.
·
·
yes
Clay Support
APP
·
·
I’m routing you to our human team now. They’ll be able to assist you further.
Intercom
APP
·
·
Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Loading attachments
Natalie H.
·
·
Hi Garrett, thanks for reaching out! I think there may have been changes to the table since you last reached out, but I would recommend maybe phrasing the formula something like this. Do you recall what kind of prompt you used for the Title Match columns?
Loading attachments
Garrett W.
·
·
still not working 100% which is so strange!
Garrett W.
·
·
no, hold on im gonna filter it for ya!
Garrett W.
·
·
but to my earlier point i think the formula filtering just doesnt work properly lol
photo 1 - filter to quick title check true - how can all of these be true lol,
Economic Development Coordinator
Office Coordinator/Athletics
System Coordinator for Clinical Perf.
Loading attachments
Garrett W.
·
·
https://app.clay.com/workspaces/532984/workbooks/wb_0t3xvaqhkTw3v5XUoFY/tables/t_0t3xvc0aYp47WToC8UU/views/gv_0t3xvc1GYhm7mt9W7bv but in this table founder / cofounder titles are not returned as true even though the prompt says they should be
Loading attachments
Natalie H.
·
·
Unfortunately, AI can be prone to hallucinating, so if you're doing a deterministic action, I would recommend doing formulas.
Clay Support
APP
·
·
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!