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Building a Workflow for Job Position Contact Resolution in Companies | Clay

Building a Workflow for Job Position Contact Resolution in Companies

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I am trying to build following workflow. How to do that? Goal: I want clay to resolve the best contact person for a given open job position inside a company. Data structure: - job table: contains job title and reference to company - company table: contains all companies - employee table: contains all employees with reference to company - result table: contains job x employees combination and analyses if person is a good fit Workflow: - Job title and company name go into the job table -> with this the workflow is started - With the company name, we enrich/resolve the company and save them into the company table. - An we create the reference from the company table in our job table. - If we resolved a company already in the past, we reference the exisiting entry for this company. - If the company was not yet in our company table, we resolve the employees and save them into the employee table. - The employee table has a reference to the company table. - Now having the enriched company and the employees, in the result table we create one entry for each job title and employee of this company. - If in future another job position is open for this company, we do not overwrite the existing entries but create new entry in the result table. - Then we check with an AI prompt, if the employees job title would make him a good contact person for our inital job title. - This column would just safe a boolean value of true or false. - If true, it should trigger a webhook.

4 comments

Channeled
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To build your workflow in Clay, you can follow these steps: 1. Create tables for jobs, companies, employees, and results. 2. Use the "Find People" feature to populate your employee table with relevant contacts from target companies. 3. Set up a "write to table" action to add new job entries to your job table. 4. Use Clay's enrichment features to gather company data and link it to your job and company tables. 5. Create formulas to generate entries in your result table, combining job and employee data. 6. Use an AI integration (like OpenAI/GPT) to evaluate if an employee is a good fit for the job position. 7. Set up a webhook trigger for when a good fit is identified. For detailed guidance on implementing complex workflows, consider requesting human assistance.
Sources: How Clay uses Clay to find, prioritize, and reach out to job candidates | Clay Find People [Clay 101] - Clay University
Darius M.
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How to reuse already enriched company data from the past without needed to spend credits again.
Channeled
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To reuse already enriched company data in Clay without spending credits again, you can use Lookup columns. Here's how: 1. When adding new company data to your company table, rerun the lookup in your people table. This pulls the enriched company data into your people table. 2. Use the "Lookup Multiple Rows in other Table" feature to search for matching data points between tables, using company domains as the matching point. 3. If you've enriched contacts in another table or your CRM, use Lookup columns to pull that existing data into your current table. 4. Remember to rerun the lookup column in your Find People table to sync updated information if you enrich your Find Company table with new details later. This approach saves credits and creates a more integrated dataset combining individual and company information seamlessly.
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Find People [Clay 101] - Clay University Guide: Ways to save Clay credits | Documentation | Clay University Enrich People (Waterfalls) [CRM Enrichment] - Clay University
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