Help Needed with Clay Data Pull Issues and Formulas | Clay

Help Needed with Clay Data Pull Issues and Formulas

Running some tests on Clay before I commit to the whole shabang. Used the 10k report template to find the PDFs, and that worked fine. But something is up with me prompt and it's not pulling the data into the column. Cross referenced the task on openai and it ran fine. So I'm guessing I'm just doing something wrong in the formulas. Can anyone help a newb out?

3 comments

Channeled
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There could be a few reasons why your prompt isn't pulling data into the column: 1. Check your prompt configuration: • Ensure the output fields are correctly defined and mapped in your prompt settings. • Verify that the dynamic prompt inputs are correctly linked to the appropriate columns. 2. Review the "Required to Run" settings: • Open the Prompt Editor for your enrichment. • Check if any fields are marked as "Required to Run". • If a required field is empty, the enrichment may be skipped. 3. Preview your results by clicking on any enriched cell to view the generated details. If you're still having issues, click "Talk to a person" for further assistance.
Sources: Writing AI prompts in Clay | Documentation | Clay University Referencing dynamic data from other columns | Documentation | Clay University
Channeled
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Kenaniah B.
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Here is what I'm typing into the AI formula bar "I want the column to only run if contains {{The}}, {{Inc.}}, {{& co}}, {{Companies}}, {{Wholesale}} and the desired output is only the commonly known brand name with legal suffixes or extra descriptors removed. Example input {{Costco Wholesale}} should output to {{Costco}}" Here is the code it's giving "/(The|Inc\.|& co|Companies|Wholesale)/i.test({{Name}}) && {{Name}}?.replace(/(The|Inc\.|& co|Companies|Wholesale)/gi, "").trim()" But it's still not normalizing the company name to my liking.