Using Checkboxes to Filter Job Tables by ICP and Create People Tables | Clay

Using Checkboxes to Filter Job Tables by ICP and Create People Tables

I'm trying to use a checkbox as a filter option on a find jobs table that determines my ICP, how I create a find people table only at the companies that have the box selected?

8 comments

Channeled
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To create a find people table for companies with a selected checkbox in your find jobs table, follow these steps: 1. Go to "Actions" and select "Find people at these companies". 2. In the menu, choose your find jobs table under "Companies". 3. Select the column with the checkbox as your filter. 4. Set additional search parameters for the type of people you're looking for. 5. Click "Preview People" to review results. 6. If satisfied, click "Import" and "Save to new table". Remember to set a limit to restrict search results. This process will create a new table with people from the companies that have the checkbox selected in your find jobs table.
Source: Find People [Clay 101] - Clay University
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Is that what you were looking for?
Shawn A.
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When I filter checked boxes on the jobs table, it still shows those companies when I select the find people menu. Do I need to create a new view?
Channeled
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You don't need to create a new view. Instead, when using the Find People feature, make sure you're selecting the correct table and column that contains your filtered companies. Here's how: 1. Go to "Actions" and select "Find people at these companies" 2. In the menu, under "Companies", choose your jobs table with the filtered companies 3. For "Column", select the column containing the checkbox or the company identifier (like LinkedIn URL or domain) 4. Set your other search parameters as needed 5. Click "Preview People" to see the results This approach will ensure you're only finding people from the companies with checked boxes in your jobs table. If you're still having issues, you might want to double-check your table setup or ask for human assistance by clicking on "Talk to a person".
Source: Find People overview | Documentation | Clay University
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Did that answer your question?
Channeled
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Looks like you're still looking for help. We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond. 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!
LuisArturo
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Hey there Shawn thanks for reaching out, did you still have a question about finding people?
Shawn A.
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All good!