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Help Needed: Creating a Template for Company Enrichment Table

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Looking for some support a specific table - attempting to create a template that will auto run some basic company enirchment and then find a couple of find people table according to the employee count - wnat to be able to duplicate the table and then import different csvs - currnet issue is no find people when I duplicate

Help Needed: Creating a Template for Company Enrichment Table | Clay

4 comments

· Sorted by Oldest

Neil Maclean
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https://app.clay.com/workspaces/354163/workbooks/wb_0t1cpejiSxiqw67XTdM/tables/t_0t1cpejQhXfrEV9Jc83/views/gv_0t1cmvtwokkfsigQeso
Clay
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To set up a reusable template table in Clay that auto-enriches companies and finds people by employee count: 1. Start with a Company Table: Import your company CSV and run company enrichment as needed. 2. Set Up Find People: Use the Find People feature to filter by employee count and other criteria. Preview and import the results into a new People table. 3. Link Tables: Clay automatically links your Find Companies and Find People tables, letting you pull company attributes into your People table. 4. Template & Duplication: Save your setup as a template. When duplicating, import a new CSV into the company table, rerun enrichments, and reconfigure the Find People step to ensure it references the new data. 5. Write to Table: Use the "write to table" feature if you want to move or sync people data between tables. After duplicating and importing new data, always re-run the Find People search and any lookups to ensure the workflow updates with the new companies. This ensures the Find People feature works as expected with each new dataset .
Sources: Enrichments | Documentation | Clay University Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University Write to Table [Clay 101] - Clay University
Mitch Howard
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Neil - Do you mind sending the link (url) to the table so we can take a look?
(52 kB)
Neil Maclean
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https://app.clay.com/workspaces/354163/workbooks/wb_0t1cpejiSxiqw67XTdM/tables/t_0t1cpejQhXfrEV9Jc83/views/gv_0t1cmvtwokkfsigQeso