Creating a Workflow Template for Job Title Prospecting in Accounts

I'm manually selecting accounts, then prospecting based on job titles on those accounts. I did this successfully once and created a table. Now a few weeks later, I want to do the exact same thing for a list of another 20 accounts. How can I replicate this (maybe as a template or workflow) so I don't have to manually add the filters in find people again?

8 comments

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You can follow these steps to find people at your selected companies with specific job titles: 1. Go to "Actions" and select "Find people at these companies" 2. In the search parameters: • Under "Companies" section, select your table containing the 20 accounts • Set up your job title filters (remember to include variations of titles since the search doesn't support semantic matching) • Adjust any other relevant filters like location or experience 3. Click "Preview People" to check your results and refine the filters if needed 4. Once satisfied with the results: • Click "Import" • Choose "Save to new table" • Set a limit to restrict the number of contacts if desired Pro tip: Make sure to test your search parameters with the preview button before importing to avoid having to redo the search later.
Sources: Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University
Channeled
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Is that what you were looking for?
Sarah K.
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no - this did not answer the question. i already did this once, but i'm hoping to make it repeatable
Channeled
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Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Sarah K.
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what i'm hoping to do: build a repeatable template where i can fill out these fields in find people with one click - specific job titles, seniorities, etc without re-filling them out each time i want to apply to find people on a new set of accounts.
Sarah K.
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i see the "add more people data" option, but this means i'm adding to the same table. i also have no control over the accounts initially selected in the filters, instead this is looking in the same accounts.
LuisArturo
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Hey there Sarah, thanks for reaching out, do you mind sending the link (url) to the table so we can take a look?
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Creating a Workflow Template for Job Title Prospecting in Accounts | Clay