Hello! Can I set conditions for when to write to another table. For example, I have a large database of contacts that are collected by Rb2b. I would like to automate the effort of filtering by industry type and then if industry conditions are met, it would write that contact to a new table. Curious if this is possible! Any help or links to resources appreciated
Yes, you can set conditions to filter contacts by industry type and automate writing them to a new table in Clay. Here's how: 1. Use the "Filter List of Objects" feature to filter your contacts by industry type. Set the "Filter Field" to the industry field in your data, choose the appropriate "Filter Mode", and specify the industry values you want to filter by. 2. To automate the process of writing filtered contacts to a new table, use Clay's "write to table" feature combined with AI formulas for conditional runs. 3. Create a new table in Clay by clicking "Create New" > "Table" and choosing the appropriate table type. 4. Set up a conditional run using AI formulas to trigger the "write to table" action only when your industry filter conditions are met. This setup will automatically filter your contacts by industry and write them to the new table based on your specified conditions.
To be more clear, I would like to remove the manual process of filtering. So if a new contact populates in my table i would like it to automatically write to a new table for a specific industry type. If industry equals x write to table x. if industry equals y, write to table y
To automate writing new contacts to specific tables based on industry type in Clay, you can use a combination of the "Write to Table" feature and AI-powered industry categorization. Here's how: 1. Set up a main table with your new contacts. 2. Use the Claygent action to classify industries based on your custom categories. 3. Create separate tables for each industry category. 4. Use the "Write to Table" feature to automatically send contacts to the appropriate industry-specific tables. To set this up: 1. Select the main table as your source. 2. Choose the industry-specific table to write to. 3. Define the data points to send, including the industry category. 4. Set up conditions to filter contacts based on their classified industry. For continuous updates, consider using a webhook with Auto-Update enabled to process new data automatically. This approach will streamline your workflow, eliminating the need for manual filtering.
Yes you can do it by conditional formula, For example, if a company's industry is Staffing then add this condition while using write to other table integration "Run if /industry contains "Staffing". You have to do it once and then turn on the table, so the tables will be populated automatically
To set up a conditional formula in Clay for automatically writing new contacts to specific tables based on industry type, you can use our conditional runs feature with the "write to table" action. Here's how:
1. Set up a conditional run using an AI formula that checks the industry type.
2. Use the "write to table" action within the conditional run.
For example, you could use a condition like:
{{industry}} == "SaaS"
This would trigger the "write to table" action only for contacts in the SaaS industry. You can create multiple conditional runs for different industry types, each writing to a specific table.
This approach allows you to automatically sort and distribute contacts based on their industry, streamlining your workflow and ensuring data is organized efficiently.
One more question, when using ai to write run conditions, it is having trouble recognizing conditions to exclude
To resolve issues with AI not recognizing conditions for run settings, try these steps: 1. Open the Run Settings of the action you want to configure. 2. Click "Use AI" to access the Conditional runs editor. 3. Clearly define your condition using natural language. For example, type "Only run if /headcount is greater than 40". 4. Click "Generate formula" to let AI translate your condition into a formula. 5. Review the sample outputs on the right to ensure the condition behaves as expected. 6. If needed, adjust your condition and regenerate the formula. If you're still having trouble, try rephrasing your condition or breaking it down into simpler parts. Remember to use "/" before column names when referencing them in your condition.
Hey Kyle, thanks for reaching out! When it comes to using our meta prompter, try clicking generate formula a few times or adjusting the wording of the prompt itself to adjust the output. If you continue to have issues with this let me know and share the URL to the Clay table where this is occurring, happy to take a look! :)
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