I was wondering if anyone has done this before. I have an excel table of reference companies from a client. I am using an agent to quickly scan the list and identify 1-2 companies that align with the target. For smaller lists i am using columns in clay just set to text with the industry and references. But for bigger lists this becomes an issue and if i have more than one industry classification it wont format correctly in the text field. I am sure there is a more elegant way to do this? reference an external sheet or sheet within the clay table prefereably?
For larger lists with multiple industry classifications, you can use "write to table" to create a separate reference table within your workbook. Create a dedicated table for your reference companies with proper columns for each industry classification. Then use "write to table" to map your Excel data into structured rows, avoiding text field formatting issues. For extremely large datasets, consider using Google Sheets with an ID reference, then import summarized data back into Clay using lookup actions. This approach handles size limitations while maintaining data structure integrity.
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Peter S. for larger reference lists, best approach is to upload that Excel as a separate table in Clay, then use a lookup/join step to match companies against your main table. This keeps industries in structured columns instead of messy text fields, and works even with multiple classifications
