Create a Prompt for Validating Firm Presence with AI Enrichment

Can you please help me create a prompt for this scenario? Example prompt: Compare /value1, /value2, /value3 with /hubspot. If there’s a match, return “At the Firm,” otherwise return “No Longer at Firm.”

If no matches are found across any source, mark the result as “No Longer at Firm.”
Optionally, add an AI enrichment step to verify if they are truly no longer at the firm. Use a basic AI model in content generation, such as ChatGPT 4.1 nano, since it’s just pattern recognition.
Set a run condition so this optional step only runs when the result is “No Longer at Firm.”

3 comments

Clay
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Here's how to create your prompt: Main AI Enrichment Prompt:For the conditional verification step: 1. Create a second AI enrichment column 2. In Run Settings, click "Use AI" for conditional logic 3. Enter: "Only run if /[previous_column_name] equals 'No Longer at Firm'" 4. Click "Generate Formula" **Verification Prompt:**LBKSVerify if this person is truly no longer at the firm based on available data. Return "Confirmed - No Longer at Firm" or "Still at Firm" with brief reasoning.LBKSThis setup uses conditional runs to only execute the verification when needed, saving credits.
Sources: Prompt Engineering Crash Course [Clay 101] - Clay University Prompt Engineering Crash Course [Clay 101] - Clay University Conditional runs | Documentation | Clay University Conditional Formulas
Hasnain R.
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Prompt: Compare /value1, /value2, /value3 with /hubspot. If any match, return ‘At the Firm’; else ‘No Longer at Firm. AI Step (only if ‘No Longer at Firm’): Based on LinkedIn info, is this person still at {{company}}? Reply: ‘At the Firm’ or ‘No Longer at Firm. Run condition: Only run if previous result = No Longer at Firm.
Clay
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Your prompt structure looks good! Here's the refined version: Main AI Enrichment Column:Conditional AI Step (Column 2):Run Condition Setup: 1. In the second column's Run Settings, set condition: "Only run if [previous_column_name] equals 'No Longer at Firm'" 2. This saves credits by only running verification when needed This workflow effectively verifies employment status using our job change tracking capabilities.
Sources: Track Job Changes Verify if a person still works at a company | Clay

Create a Prompt for Validating Firm Presence with AI Enrichment | Clay