Testing Title Matches Against Dynamic Clay Table of Interests

Garrett W. · 2025-08-09T16:35:01.048Z

I made a clay table full of titles that I am interested in i am trying to test if the title of a person in one row contains any of the titles in the clay table of titles (in any order, without filler words) is this possible? right now i see two options 1. use a formula and manually paste titles (which isnt dynamic / doesnt update) AND it doesnt account for the words being in any order (i.e. finance director or director of finance) 2. use single row lookup - but this only looks for exact matches would love someones help!

Testing Title Matches Against Dynamic Clay Table of Interests | Clay

5 comments

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Clay
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Use the Lookup Multiple Rows in Other Table integration to dynamically check your titles table. For flexible matching that handles word order variations like "finance director" vs "director of finance", use the "Contains Any Of" comparison operator in your lookup conditions. This checks if the person's title contains any values from your titles list, regardless of exact order. You can also combine this with conditional logic using AND/OR operators to create more sophisticated matching rules that account for different word arrangements.
Sources: Lookup Multiple Rows in Other Table with Clay Comparison operators | Documentation | Clay University Message drafting overview | Documentation | Clay University
Bo (.
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Your best option is to add all titles as individual rows in a separate table. You can separate them into a comma-separated list, send that list to a new table as individual rows, and then run the lookup from there.
Garrett W.
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i have that (photo 1 is the table im working on and photo 2 is the list of titles)
Bo (.
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Got it. You can set up three separate lookups—one for all titles, one for stricter matches, and one for excluded titles. If you want them in another table, you can group them as templates by selecting all three columns (click the first, hold Shift, click the last) and grouping them. Keep in mind, this method may miss variations—e.g., “Head of Finance” vs. “Finance Director.” For more accurate results, it’s often better to include these variations directly in your search or use normalized titles with the prefixes you want to match.
Channeled
APP
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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 Clay Support.

Clay
APP
·
·
Use the Lookup Multiple Rows in Other Table integration to dynamically check your titles table. For flexible matching that handles word order variations like "finance director" vs "director of finance", use the "Contains Any Of" comparison operator in your lookup conditions. This checks if the person's title contains any values from your titles list, regardless of exact order. You can also combine this with conditional logic using AND/OR operators to create more sophisticated matching rules that account for different word arrangements.
Sources: Lookup Multiple Rows in Other Table with Clay Comparison operators | Documentation | Clay University Message drafting overview | Documentation | Clay University
Bo (.
·
·
Your best option is to add all titles as individual rows in a separate table. You can separate them into a comma-separated list, send that list to a new table as individual rows, and then run the lookup from there.
Garrett W.
·
·
i have that (photo 1 is the table im working on and photo 2 is the list of titles)
Bo (.
·
·
Got it. You can set up three separate lookups—one for all titles, one for stricter matches, and one for excluded titles. If you want them in another table, you can group them as templates by selecting all three columns (click the first, hold Shift, click the last) and grouping them. Keep in mind, this method may miss variations—e.g., “Head of Finance” vs. “Finance Director.” For more accurate results, it’s often better to include these variations directly in your search or use normalized titles with the prefixes you want to match.
Channeled
APP
·
·
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 Clay Support.