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Can you explain how to normalize the first and last name?
Can you explain how to normalize the first and last name?
To normalize first and last names in Clay, you can use an AI column with ChatGPT Generate Text within your table. You'll want to use pre-built prompts (templates) specifically designed for name normalization. Our normalization tools can help ensure consistent text formatting by: ** Standardizing text whitespace ** Creating uniform text representation * Removing any inconsistencies in spacing These normalization functions are credit-free since they operate by parsing existing data rather than using external data providers.
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Yash P.··Can you explain how the templates work?
The name normalization process in Clay works through the enrichment panel's Tools section. Here's how to use it: 1. Go to the enrichment panel and find the "Tools" section 2. Look past the AI options to locate the pre-built functions 3. Select the appropriate normalization tool 4. Choose your input column containing the names 5. Configure your settings, such as case normalization The tools help ensure data consistency by: ** Standardizing text whitespace ** Creating uniform text representation * Removing inconsistencies in spacing These normalization functions are credit-free since they work by parsing existing data rather than using external data providers. For example, when normalizing company names, the system removes legal suffixes and unnecessary prefixes (like turning "Panamax Inc." into "Panamax"). By default, new rows in your Clay table will automatically be formatted, but you can also configure specific conditions for when the normalization should run.
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Nico M.··You can run a formula to normalize a first and last name. I would say remove anything other than first and last name from /full name. You can type this into the formula AI and include an example such as... Example: Nico S Suave MD should be Nico Suave this works well, you just have to play around with the ai formula generator..
Thank you for your suggestion. Is there anything else I can help clarify about using formulas in our app?
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