Best Practices for Sending Records Based on Enrichment Results | Clay

Best Practices for Sending Records Based on Enrichment Results

Hey - what's the best way to send certain records to a different table, based on if they pass/fail a certain enrichment? Context: I'm running an enrichment to check if the company has a sales team, or not (Find Contacts at Company). If they do, I want to split them off to a different table to be enriched and AI personalized in a different way

9 comments

Channeled
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Bo (.
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Hey, thanks for reaching out You can achieve this using the “Write to Table” feature. Here’s a video explaining the process: https://www.loom.com/share/bec6c4fd00a84e788ad4b6fedec5d57f. To make it conditional, you’ll need to use a conditional formula that only sends the records to a different table if they meet the specific criteria (like having a sales team). You can learn more about using conditional formulas here: How to Use AI Formulas. Let me know if you need any further help! 😊
AJ C.
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thank you I'll check this out! what's the best/most cost effective way to find if the company has salespeople or not?
AJ C.
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I know there's find contacts at companies, but JW if there's a more credit efficient way.
AJ C.
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If the Linkedin company profile is enriched, could claygent find out from that?
Channeled
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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
LuisArturo
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Hey there Alexander thanks for reaching out jumping in for Bo here, to answer your question the most credit efficient way top find contacts at companies is with out "Find People at these companies" feature that can be found in the "Actions" menu of a company table. https://downloads.intercomcdn.com/i/o/1201744048/d1c974ad2b49e2e6ef7187b0/image.png?expires=1727892000&signature=26859d471f10c33a5ad419d73da1d454099ca0e9fb1c338c22abb6c6f89beeb6&req=dSInF856mYFbUfMW1HO4zajSAEl0ChDnPZaB0AQ2WqbCynnwTjqfeSmCmO04%0A5iCj%0A This will bring up our Find People search that allows you to search for contacts with specific roles such as sales at these companies for free, this is the only method to find whetehr a company has sales people that will not use up credits. https://downloads.intercomcdn.com/i/o/1201746576/ed6cea6e29ecb8952fdd8aac/image.png?expires=1727892000&signature=3165f12a44ff04d162af941186d9e266dcb2b56fb14fce7c2e0d3b3a0c06b183&req=dSInF856m4RYX%2FMW1HO4zTKB%2F%2FWWHczCS9lZxn4T7%2FgyaL3pXJtVxvsXOj3u%0AqiuP%0A Using Claygent to would not work to well in this situation as Claygent has issues scrapping LinkedIn due to their security settings.
Channeled
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
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Hi AJ C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: