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How to Enrich Accounts with U.S. Billing State Data in Clay

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Hi everyone! I'm new to Clay and I'm still learning have been watching the courses. I'm looking to see if i can run a clayagent to help me look at a list of Accounts I have with US Billing state column available, but not the address. This is not the HQ, so a basic enrichment won't be of use for me, these Accounts have multiple sites. I tried setting up a prompt to look at the Account and its Billing state - and have it look for the associated address if any. I don't think this was correct- anyone have any ideas? #CONTEXT# You are tasked with extracting company names and matching them to their associated addresses based on their billing state. #OBJECTIVE# Extract the company name from the column {{Account Name}} and cross-check with the column {{Billing State/Province}} to find the state associated with {{Account Name}}. If {{Billing State/Province}} is null, look for a U.S. address associated with {{Account Name}}. #INSTRUCTIONS# 1. For each row, extract the company name from {{Account Name}}. 2. Check if {{Billing State/Province}} has a value: a. If yes, find the address associated with {{Billing State/Province}}. 3. Return the matched address and the company name. 4. If no address is found, return 'No address found'. #EXAMPLES# Example input: - {{Account Name}}: "Acme Corp" - {{Billing State/Province}}: "MA" Expected output: "company_name": "Acme Corp", "matched_address": "123 Main St, Springfield, MA, United States" Example input (with null cross-check column): - {{Account Name}}: "Beta LLC" - {{Billing State/Province}}: null Expected output: "company_name": "Beta LLC", "matched_address": "456 Market Ave, New York, United States"

22 comments

Channeled
APP
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You can use Claygent to match company names with addresses based on billing state. Here's how: 1. Set up a Claygent prompt in your table that: • Extracts company names from {{Account Name}} • Checks the {{Billing State/Province}} value • Searches for the company's address in that state • Returns "No address found" when state is null For best results, customize your prompt to include context about your specific use case and examples of expected outputs. Claygent can research company information from various sources including Google Maps data to find location details when limited information is available.
Sources: We Made 24 Prompts So You Don’t Have To [Automated Outbound] - Clay University Claybooks: Find, research, and enrich local businesses using Google Maps and Clay | Clay.com Claybooks: Turn Google Maps listings into a target account list with contacts and emails | Clay.com
Tammy C.
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https://app.clay.com/workspaces/638945/workbooks/wb_0sxpekvaN7UdU3GSQTQ/tables/t_0sxpeqxeZWvyJb38w5B/views/gv_0sxpeqyZo9YQyGJpXGG
Ayush D.
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you have to play with the prompt
Ayush D.
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how accurate results are you getting from the current prompt 20% or more ?
Tammy C.
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I tried using the 5 preview and it didn't look right
Ayush D.
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I would recommend first experiment with chat gpt
Ayush D.
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and ask GPT to help you refine your prompt
Ayush D.
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and after testing on chat gpt
Ayush D.
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paste it on clay
Tammy C.
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Yea I tried that too haha, I'm sure it's a user issue
Smit V.
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Hi LaiYan, thanks for reaching out! I noticed you’re using ChatGPT models in your AI column. I’d actually recommend switching to Claygent models, they’re much better at web scraping and pulling info from across the internet. Claygent is designed specifically for tasks like this, so you’ll likely get more accurate and relevant results. Could you give Claygent a try and let me know how it goes? Happy to help if you have any questions!
Tammy C.
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Hi Smit - I originally used clayagent but for some reason when i am done w the prompt, it automatically switches to gpt and i can't revert it back - any suggestions here?
Smit V.
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It's probably because after changing the model you are just previewing the results and not actually saving the column. I created a new AI column for you with a updated prompt that does a better job of finding the full address of that company in the associated state.
(42 kB)
I hope this helps :)
Tammy C.
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oh great- so for future reference I should save and not hit generate?
Smit V.
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Yes generate just creates a preview using the prompt, however if you want to save those changes, you'd need to click on save. Since you're new to Clay, here a cheatsheet that might help you out!
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Tammy C.
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Thanks Smit! Was the Full Address column the one you created, was the "Use AI" necessary -it looked like that was my original prompt that didn't work, and your Full Address column prompt was much more simple. Did you then create the address as its own column after it ran?
Smit V.
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Yes, the Full Address column is the one I created. I created a new column and put this as the instruction to generate the prompt:
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Now, if you go into the 'Configure' tab, you'd see the whole prompt that it created based on the initial task I had provided:
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This is how you create an efficient prompt using just natural language.
Tammy C.
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Ok - i thought i created the prompt like that under configure, should i start w/generate asking for my prompt like that and then configure?
Tammy C.
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I also thought it had to match w my column headers, but that doesn't seem to be the case
Smit V.
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Yes, that’s the ideal flow! Start by using the Generate tab in natural language, then check out the generated prompt in the Configure tab. If you want to make changes, just go back to the Generate tab and update the instructions as needed. You can repeat this process until you’re happy with the prompt.
Tammy C.
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ok i was updating on the configure tab - will it work if i do that and not update the Generate tab?
Smit V.
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Yes that will work too!

How to Enrich Accounts with U.S. Billing State Data in Clay | Clay