Improving Search Filters for Importing Relevant POCs

Qamar M. · 2025-04-15 13:45:57.293479+00

I've a question: While importing ' find people from companies' search, if we put limit of 2-3 then sometimes it also pulls irrelevant people instead of people which may be a best fit. Is there any way we can only import two best POCs per company?

Improving Search Filters for Importing Relevant POCs | Clay

3 comments

· Sorted by Oldest

Channeled
APP
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Currently, there isn't a direct way to automatically import only the two best POCs per company. However, you can use a combination of strategies to refine your search: 1. Use specific filters: Adjust your search parameters to target the most relevant people. 2. Preview and refine: Before importing, preview your results and iterate on your filters until you're satisfied. 3. Set a limit: Use the "Limit" parameter to restrict the number of results per company. 4. Manual selection: After importing, you can manually review and keep only the best POCs. 5. Use the "write to table" feature: You could create a separate table for your top POCs and use this feature to add selected contacts. Remember, you can always edit your search parameters after importing to refine your results further.
Sources: Find People [Clay 101] - Clay University Source - Clay Find People with Companies, People, Jobs Find People [Clay 101] - Clay University
Bo (.
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Hey, The best way to pull only the most relevant POCs per company is to first import all results into a table, then filter or rank them using one of these methods: 1. Formula-based filtering: Use a lookup on the domain to group people from the same company. Then create a formula to check if their title matches what you’re looking for. For example, match roles like “CEO” or “Head of Sales” directly. 2. AI column: This gives you more flexibility—AI can interpret variations in job titles better than strict formulas (e.g., it’ll recognize “Chief Executive Officer” as the same as “CEO”). 3. Score column: You can assign weights to preferred job titles, seniority, location, etc., and then sort by score to keep only the top 2 per company. Let me know if you’d like help setting up any of these!
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 02 Support.

Channeled
APP
·
·
Currently, there isn't a direct way to automatically import only the two best POCs per company. However, you can use a combination of strategies to refine your search: 1. Use specific filters: Adjust your search parameters to target the most relevant people. 2. Preview and refine: Before importing, preview your results and iterate on your filters until you're satisfied. 3. Set a limit: Use the "Limit" parameter to restrict the number of results per company. 4. Manual selection: After importing, you can manually review and keep only the best POCs. 5. Use the "write to table" feature: You could create a separate table for your top POCs and use this feature to add selected contacts. Remember, you can always edit your search parameters after importing to refine your results further.
Sources: Find People [Clay 101] - Clay University Source - Clay Find People with Companies, People, Jobs Find People [Clay 101] - Clay University
Bo (.
·
·
Hey, The best way to pull only the most relevant POCs per company is to first import all results into a table, then filter or rank them using one of these methods: 1. Formula-based filtering: Use a lookup on the domain to group people from the same company. Then create a formula to check if their title matches what you’re looking for. For example, match roles like “CEO” or “Head of Sales” directly. 2. AI column: This gives you more flexibility—AI can interpret variations in job titles better than strict formulas (e.g., it’ll recognize “Chief Executive Officer” as the same as “CEO”). 3. Score column: You can assign weights to preferred job titles, seniority, location, etc., and then sort by score to keep only the top 2 per company. Let me know if you’d like help setting up any of these!
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 02 Support.