Troubleshooting Find People Table Updates and Ranking Logic | Clay

Troubleshooting Find People Table Updates and Ranking Logic

Need some help 🙏🏻 Running into two specific issues:

Find people table not updating
How to set-up logic to rank decision-makers within the native find people function

Created a Loom as context: https://www.loom.com/share/857423c80acf4152b639fdb13dfee786?sid=4ac387ab-74ae-423a-b7ab-dba749feefa6

3 comments

Channeled
APP
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For your Find People table not updating, there are a few possible reasons: 1. If you've enriched your Find Companies table with new details, you need to manually rerun the lookup column in your Find People table to sync the updated information. 2. When importing people, limits may be applied to your search filter (like restricting the number of leads per company), causing fewer records than expected to be imported. To update your table, click on the source column in your People table to edit search parameters. This will append new contacts based on your updated filters without removing previously added ones. Regarding ranking decision-makers, while Clay doesn't have a native ranking system, you can use filters like job title and seniority in the Find People modal to focus on the most relevant decision-makers for your needs.
Sources: Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University
Frank O.
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Table link: https://app.clay.com/workspaces/527281/workbooks/wb_0sw560xRSickbw6xnfU/tables/t_0sw5cfkQy8M74DEBQ7C/views/gv_0sw5cflQNzDSWxWhrhB
Bo (.
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Hey — happy to help. For the Find People issue, if rows were deleted after being added, Clay won’t re-add them. Once deleted, the data won’t reappear even if the step is re-run. As for ranking decision-makers, the best way is to do it inside the table after your search runs. Here’s a solid approach: 1. Run a lookup on the company to gather all related people. 2. Use ChatGPT to evaluate each person’s title in context — for example, ask:“Is [First Name] the highest-ranking person among these titles? /lookup 3. Have GPT return a rank or score based on that. 4. You can then sort or filter the table using that rank. Let me know if you’d like help setting that up.