Is there a possibility to do fuzzy lookups with other tables of sheets? I know there is an exact lookup function. But if the values are not 100% a like, is there in this case an option to let an AI agent judge if there is a match?
Yes, you can use AI formulas in Clay to help with fuzzy matching scenarios. AI formulas are a credit-free way to generate custom code that can help format, clean, and reshape your data exactly how you want it.For Google Sheets lookups, you can first use an AI formula to standardize or normalize your lookup values before performing the actual lookup operation. Once your data is standardized, you can use the standard Lookup Row functionality to find matches in your Google Sheet.This approach is more cost-effective than using dedicated AI integrations, as AI formulas don't consume credits while helping you achieve similar fuzzy matching capabilities. Sources: Google Sheets - Clay University AI Formulas + Conditional Runs [Clay 101] - Clay University
Could you give an example of which feature to use and how to prompt?
You can use the "Lookup Multiple Rows" integration for fuzzy matching across tables. This feature allows you to scan columns for matching values like company domains, names, or LinkedIn URLs.For example, if you want to match company names that might have slight variations: 1. Use the Lookup Single Row feature to search across your tables 2. Look for matches in specific columns like company name or domain 3. Set up conditional formulas to perform actions based on the matches foundWhen working with Google Sheets, you can use the Lookup Row action which allows you to retrieve specific rows based on column and value matches. This works with any Google Sheet you have read access to, making it flexible for various matching scenarios. Sources: Lookup Single Row in Other Table with Clay Lookup Row with Google Sheets
So, as i understand it, you need to code the fuzzy part in the conditional formula part?
No need to code the fuzzy matching yourself! You can use our AI Formula generator to help create the conditional formula in plain English. Simply: 1. Scroll down to "Run Settings" in your enrichment panel 2. Click the "Use AI" button 3. Type out what you want to accomplish using natural language 4. Click "Generate Formula" and we'll convert your request into the proper formula automatically Source: Conditional Formulas
Nice! As I understand right, there is no option for an AI agent to lookup and judge? My problem with this kind of cases is that fuzzy lookup (for example 70/80% match) will not work for short company names. I would have great benefit is this is also possible with an AI agent
Yes, we offer Claygent, our AI web scraper tool, which can help with intelligent lookups and matching. You can find Claygent in the enrichment panel under the Tools section, specifically in the AI category.Claygent can help with various data tasks including: ** Research and verification of company information ** Standardizing and cleaning data * Making intelligent matches based on available informationThe tool comes with preset templates to help you get started, making it easy to structure effective prompts for your specific matching needs.If you need further assistance or have more questions about using Claygent for your specific use case, please don't hesitate to ask. If you require more detailed help, you can request human assistance by clicking on "Talk to a person". Sources: Claygent: AI Web Scraper [Automated Outbound] - Clay University Claygent: AI Web Scraper [Limitless Research] - Clay University Clay AI Capabilities
So is it possible to give a Claygent the task to visit a google sheet URL and find the most matching value in for example collumn d
Instead of using Claygent, we offer dedicated Google Sheets integrations that are better suited for this purpose. You can use our "Lookup Row" action to find matching values in specific columns of a Google Sheet. This feature allows you to search for exact matches using a lookup column and value of your choice.To use this functionality: 1. Select your Google Sheets account 2. Paste your spreadsheet URL 3. Choose the Sheet ID 4. Specify the lookup column and the value you want to findThis integration works with any Google Sheet you have read access to, including public sheets, and is specifically designed for efficient data retrieval from Google Sheets. Sources: Google Sheets - Clay University Lookup Row with Google Sheets
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does anyone have an update for a solution for this? I'm trying to do the same thing, but for addresses thank you
Does anyone have an update for a solution for this? It seems like the Clay App bot is not answering the question directly or repeating itself. I'm trying to do fuzzy matches but for addresses in a different clay table, is it possible and how? thank you so much!
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