Ranking Outreach Recipients by Priority for Email Outreach | Clay

Ranking Outreach Recipients by Priority for Email Outreach

Hi Team, I got a question for ranking people of the same company in their priority of recieving my outreach mails. I want to rank the people of the same company from 1 to x who is the suitable person and gets the first mail. After that the second one aso. In the screenshot you can see a list of people that are pre-evaluated from the same company and now I need a list from 1 to x ranking them Special challenges:

1.
The list is filtered. The list in total got 1000 companies with 1 to 10 different people per company
2.
If people of the same company got the same evaluation, the AI agent can rank them randomly

2 comments

Channeled
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To rank people from the same company for outreach emails, you can use Clay's features to create a prioritized list. Here's how: 1. Create a dropdown column using "Add Column > Select" to segment leads by company size or other relevant criteria. 2. Use Clay's AI capabilities to qualify leads based on specific criteria, which can help you prioritize within each company. 3. For ties in evaluation, you can use a formula column to assign random numbers for ranking. 4. Use the "write to table" feature to create a new column that combines the segmentation, AI-based qualification, and random ranking to generate a final priority score. 5. Sort your list based on this priority score to get your ranked outreach order. This approach allows you to systematically prioritize 1-10 people per company while handling ties randomly.
Sources: Example Salesforce workflows AI in Clay — Personalize your outreach at scale
Channeled
APP
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