I am using the find people feature and then it generates let's say as an example 5 people for each company that I have. Is there a way then to reference all 5 people that were found in the original company list as an object or array or something? Use case: I find 5 people for each company, and I want to then use the AI agent to look at those 5 people and select the best one to reach out. Is something like that possible? I tried the write to other table in the people list, but it only allows me to send one row and not create an object or array to send back to the company list for each company.
While we don't have a direct way to reference all found people as an object or array, you can use our linked tables feature to achieve a similar result. When you use Find People, Clay automatically links your Find Companies table to your Find People table. This allows you to extract company attributes into your Find People table. To select the best person to reach out to, you could use our AI agent (Claygent) to analyze the data in your linked tables. You'd need to set up a custom workflow for this specific task. If you need help creating this workflow, please ask to speak with a human agent for more detailed assistance.
Yes, use lookup multiple rows in the same table enrichment and lookup in the same table.
Interesting! Ok, so I can use the "lookup multiple rows" in the find people sheet to group together all of the results that have the same company. I can then use AI on that sheet to go through the results. Awesome. But because the lookup multiple rows will run on each found person in each row is there a way to limit either the AI or the lookup to only run on the first instance of a company? https://app.clay.com/workspaces/488173/workbooks/wb_P3A4Earoc9Vj/tables/t_PNiTRhkhSit9/views/gv_wpwWRmW7BbcF
Hey there is a method to keep prevent integration such as the AI from running on multiple instances of the same data inside of a table. This method will make us of the lookup integration and a formula as well. The following video can show how we can set this up inside of Clay. https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7?sid=d837d506-9f46-4fe2-a818-e19c492a4e87
