.png){kind=logo}
Creating a Biweekly Workflow in Clay to Find Target Companies
What would the workflow look like in Clay for finding 5 companies that meet specific criteria every two weeks and creating a new table from them?
Here's the workflow in Clay for finding 5 companies meeting specific criteria every two weeks and creating a new table: 1. Create a new workbook in Clay. 2. Use the "Find Company" search: • Set your search parameters (company type, industry, location, keywords, size). • Limit results to 5 companies. • Run the search and review results. 3. Import results using the "write to table" feature: • Select "New Table" option. • Choose relevant fields (e.g., company name, domain, size, industry). 4. Refine your new table: • Rename columns for clarity. • Deduplicate if needed. 5. Repeat this process every two weeks to maintain fresh data. Remember to be mindful of credit usage, especially if auto-update is enabled.
Ralph H.··What if I need 5 people within these companies?
Here's how to find 5 people within specific companies meeting certain criteria in Clay: 1. Go to "Actions" and select "Find people at these companies" 2. Choose your company table and ensure you have company domains or LinkedIn URLs 3. Set your search parameters (job titles, experience, location, etc.) 4. Use the "Limit Results" feature to set an overall limit of 5 people 5. Click "Preview People" to review results 6. If satisfied, click "Import" and use the "write to table" feature to save to a new table Remember to adjust filters if needed and be mindful of credit usage, especially with auto-update enabled.
- Ralph H.··
Yes, now how do I make this process automated? finding 5 companies every two weeks and finding 5 people within these companies as well
To automate finding 5 companies every two weeks and 5 people within these companies in Clay, you can follow these steps: 1. Set up a recurring Find Company search: • Create a new workbook and use the Find Company feature. • Define your search parameters (industry, size, location, etc.). • Set the result limit to 5 companies. 2. Use the "write to table" feature to save results to a new table. 3. Set up a Find People search: • Use the Actions button and select "Find People at These Companies". • Link to your company table and set filters for the people you want to find. • Limit results to 5 people. 4. Use the "write to table" feature again to save people results. 5. To automate this process every two weeks: • Enable auto-update for both tables. • Set the update frequency to every two weeks. Remember to monitor your credit usage, as auto-update will consume credits regularly. You may need to adjust settings or consider credit top-ups if needed.
- Ralph H.··
Where can I set the update frequency?
You can set the update frequency for sources and columns in Clay. For sources: 1. Click the source column's title 2. Under "Sources", select your source 3. Choose "On a schedule" under "Run this source" 4. Select the frequency: Hour (Enterprise only), Day, Week, or Month For columns: 1. Click the "⛭" icon in the top right 2. Under "Run the table", select "On a schedule" 3. Choose the frequency: Hour (Enterprise only), Day, Week, or Month 4. Decide whether to run all columns or only selected ones Remember, scheduling keeps your data current without manual updates.
- Ralph H.··
Why when I input the titles is only showing me 3 people?
There are a few possible reasons why you're seeing only 3 people instead of 5: 1. Limit per company: You might have a limit set to 3 people per company in your search filters. 2. Overall search limit: Your overall search limit might be set to 3. 3. Available data: There might only be 3 people matching your specific title criteria in our database for those companies. To troubleshoot: 1. Check your "Limit Results" settings in the Find People search. 2. Adjust your search criteria if needed. 3. Use the "write to table" feature to import results and verify the final count. If the issue persists, consider broadening your search criteria or requesting human assistance for further help.
- Ralph H.··
Request human assitance for help
- Ralph H.··
Anyone?
Bo (.··Hi there,
Why would you like to create a new table from them? Typically the best approach would be to keep everything in one table and set up an automatic schedule to run it weekly or monthly. https://www.clay.com/university/guide/scheduled-sources
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
