Bulk Editing Cells for Record Enrichment: Tips and Techniques | Clay

Bulk Editing Cells for Record Enrichment: Tips and Techniques

How do bulk edit cells? My use case is that I’d like to manually mark records for some enrichment to run. For example, I want to sort the top results of a filterer list, select the first N results to be enriched. Ideally, I’d run just those enrichment cells after selecting them, but if it’s not possible, I’d like to check a checkbox column so I can run all the checked rows. Am I thinking this wrong? Is there a different way to achieve what I need to do?

6 comments

Channeled
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There are two methods you can use to selectively run enrichments on specific rows: 1. Using Filtered Views: • Filter your table to show only the rows you want to enrich • The enrichment will only run on the filtered rows you're viewing 2. Using Conditional Runs: • Add an enrichment column • Go to the "Run Settings" section • In the "Only run if" box, add your conditional formula • You can use the "Use AI" button to create conditions in plain language without complex formulas Both methods help you conserve credits by ensuring enrichments only run on your selected rows rather than the entire table.
Source: Guide: Ways to save Clay credits | Documentation | Clay University
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Julien N.
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What about if I want to run the enrichment only a subset of the filtered view? Let’s say just the first 200 records.
Channeled
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When running an enrichment on a specific number of rows within your filtered view, you can: 1. Click the enrichment column header 2. Hover over "Run Column" 3. Select "Choose Number of Rows to Run" 4. Specify both: • The starting row number • The number of rows you want to run (e.g., 200) Alternatively, when saving an enrichment, you'll have these options: ** Save and run 10 rows ** Save and run all rows in your current view * Save without running
Source: Run an enrichment | Documentation | Clay University
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Channeled
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