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How to write a cold email using different tables in the same workbook?

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How to write a cold email using different tables in the same workbook?

  • Avatar of Channeled
    Channeled
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    To write a cold email using different tables in the same workbook, you can use the "write to table" feature in Clay. Here's how: 1. Set up your tables: Create one table for your contacts and another for your email content. 2. Use "Write to Table": In your contacts table, add a "Write to Table" action. 3. Select destination: Choose your email content table as the destination. 4. Map columns: Select the relevant columns from your contacts table to map to your email content table. 5. Configure settings: Set up auto-update if needed, and use "Only run if" to control when the action runs. This setup allows you to populate your email content table with personalized information from your contacts table, streamlining your cold email process within a single workbook.

  • Avatar of Bo (.
    Bo (.
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    Hey, If you’re pulling data from different tables in the same workbook, you can use the β€œLookup multiple rows in Other Table” action. Just make sure each table shares a common value β€” like a domain or LinkedIn URL β€” so Clay can match the data correctly. You can add multiple lookup actions to pull in details from each table before generating your cold email. Let me know if you want help setting it up!

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    Channeled
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