Clay Icon
Join the Community
02 Support

Separating Decision Makers and Job Titles in Clay Table for Email Sequences

Avatar of Ammar K.Ammar K.
·
·

Hey Team, I need help with the Clay formula. I have a column with decision makers in the format. Decision Maker Full Name + Job Title , Decision Maker 2 + Job Title, Decision Maker 3 + Job Title First I need to separate these into separate these into different columns so I can have: Column 1 (Decision Maker 1 Full Name) Column 2 ( Decision Maker 1 Job Title) Column 3 (Decision Maker 2 Full Name) Column 4 (Decision Maker 2 Job Title) Column 5 (Decision Maker 3 Full Name) Column 6 (Decision Maker 3 Job Title) Then since all these decision makers were for the same company I want to create a new table where I can have a new row for each decision maker. So for example.

  • Row 1 - Column 1 - Company Name (same company) - Column 2 - Decision Maker 1 Full Name) Column 3 ( Decision Maker 1 Job Title)

  • Row 2 - Column 1 - Company Name (same company as above) - Column 2 - Decision Maker 2 Full Name) Column 3 ( Decision Maker 2 Job Title)

... and so on. I would ideally like to basically align all companies with decision makers and have a new row for that. Then do this same process over multiple companies. The goal being to have this list ready so then I can run a waterfall to get the emails and upload it to my email sequences. Could someone please help me? Here is my Clay Table - https://app.clay.com/workspaces/125211/tables/t_bkPcmYwZVYb3/views/gv_gnZoxbxhfCTY

4 comments

  • Avatar of Ammar K.
    Ammar K.
    ·
    ·

    Thank Bo! So yes, this part already worked for me. Sorry I forgot to update you. But now for the next part, how can I paste these columns onto a new table automatically. Where I still keep all the information related to the company in the same row and just pass over the prospect's name and job title?

  • Avatar of Ammar K.
    Ammar K.
    ·
    ·

    Hi Bo,

  • Avatar of Ammar K.
    Ammar K.
    ·
    ·

    Hey Bo, Thanks for sharing! This is how I did it. It worked only once but the 2nd time I tried to edit it the 2 other columns I mapped for decision maker and job title disappeared. Also you can see a warning for to add a valid list here. Maybe that is the issue? I can't follow properly. My thinking here was to map the columns: Decision Makers 1 & 2 Full Names on a new column called Decision Makers 1 And same with job title. Please let me know what I did wrong

  • Avatar of Ammar K.
    Ammar K.
    ·
    ·

    Will try and get back to you.