Referencing the Client Portfolio Table in Your Prompt

Abdul W. · 2025-05-29T18:13:27.769Z

I want to reference Client Portfolio Table (Separate from table that I am working in) into a prompt. can I do that?

Referencing the Client Portfolio Table in Your Prompt | Clay

5 comments

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Channeled
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You can reference data from another table in your prompt by using dynamic data references. When configuring your AI enrichment: 1. Open the Prompt Editor 2. Use the "Required to Run" toggle to ensure your enrichment only runs when specific fields contain data 3. Reference the column from your Client Portfolio Table that you want to include 4. Verify that your dynamic prompt inputs are correctly linked to the appropriate columns This approach allows you to pull information from the Client Portfolio Table into your current table's prompt.
Sources: Referencing dynamic data from other columns | Documentation | Clay University Claygent: AI Web Scraper [Clay 101] - Clay University
Abdul W.
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Nah, it's not showing where I can reference data from other Table. It's just referencing columns from Same Table.
Abdul W.
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https://app.clay.com/workspaces/449695/workbooks/wb_0svyc87CmrdMyVeogrd/tables/t_0swuhwunt9GVYxFb7ih/views/gv_0swuhwuf6pYBWrna8HG
Abdul W.
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I am in MAVN canva test and want to reference case studies from mavn_case_studies_brand
Bo (.
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Yes, we have two ways of doing this, sound like #2 would be the best here. [ 1. **Write to Table::**](https:://www.clay.com/university/lesson/write-to-table-clay-101) You can send data into a new table using the “write to table” option. This is great for sending lists of objects, individual values, or both. For example, if you have an enrichment with a list of multiple objects, you would select the “write to table list” option. You can also add other values to match that are in this table but not as a list. [ 2. **Lookup::**](https:://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=c8b78c32-9bc1-4501-8124-d6c70d2218cf) If you want to add more information that you already found from a previous table to the current data you have (e.g., matching domains), then “lookup” is the best option. This allows you to call matching data into one table. Let me know if that answers your questions. Happy prospecting! 💪✨

Channeled
APP
·
·
You can reference data from another table in your prompt by using dynamic data references. When configuring your AI enrichment: 1. Open the Prompt Editor 2. Use the "Required to Run" toggle to ensure your enrichment only runs when specific fields contain data 3. Reference the column from your Client Portfolio Table that you want to include 4. Verify that your dynamic prompt inputs are correctly linked to the appropriate columns This approach allows you to pull information from the Client Portfolio Table into your current table's prompt.
Sources: Referencing dynamic data from other columns | Documentation | Clay University Claygent: AI Web Scraper [Clay 101] - Clay University
Abdul W.
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Nah, it's not showing where I can reference data from other Table. It's just referencing columns from Same Table.
Abdul W.
·
·
https://app.clay.com/workspaces/449695/workbooks/wb_0svyc87CmrdMyVeogrd/tables/t_0swuhwunt9GVYxFb7ih/views/gv_0swuhwuf6pYBWrna8HG
Abdul W.
·
·
I am in MAVN canva test and want to reference case studies from mavn_case_studies_brand
Bo (.
·
·
Yes, we have two ways of doing this, sound like #2 would be the best here. [ 1. **Write to Table::**](https:://www.clay.com/university/lesson/write-to-table-clay-101) You can send data into a new table using the “write to table” option. This is great for sending lists of objects, individual values, or both. For example, if you have an enrichment with a list of multiple objects, you would select the “write to table list” option. You can also add other values to match that are in this table but not as a list. [ 2. **Lookup::**](https:://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=c8b78c32-9bc1-4501-8124-d6c70d2218cf) If you want to add more information that you already found from a previous table to the current data you have (e.g., matching domains), then “lookup” is the best option. This allows you to call matching data into one table. Let me know if that answers your questions. Happy prospecting! 💪✨