Hey team, I am trying to reference multiple people from the same org in a single row in a clay table. How do I do that? To try to explain it better, I am trying to use the following copy: “Hey {FIRST_NAME}, Are you the the right person to talk about procurement or should I talk to {COLLEAGUE_FIRST_NAME}?” Here is an example table im starting out with (where there are mutliple employees of the same company) https://app.clay.com/workspaces/265748/tables/t_mKVzsuctdYrn/views/gv_Hm4BS2kbB6vX
Hey there, thanks for reaching out! If you're aiming to dynamically reference a colleague's name in an email, I recommend structuring your table with a single prioritized contact per company in each row, rather than multiple rows with contacts at the same company. As referencing another row is possible, but creates extra steps in order to achieve the same goal.To pull a list of additional contacts for reference, start by enriching the companies that these primary contacts work at using the company domain. Then, use the Company LinkedIn URL that's found during enrichment and input it using the 'Find Contacts' enrichment, this will generate a list of other contacts associated with each company. You can then reference these additional contacts using a variable like {colleague_first_name}.Let me know if this helps! Or if you have any other questions about this process :) https://downloads.intercomcdn.com/i/o/w28k1kwz/1251676334/858338a28c8839669f9fd2750656/CleanShot+2024-11-14+at+08_00_37%402x.png?expires=1731591900&signature=0614c20f573271c6fe99b3f13d0b69cbfd3489bed607d05db69d3ee0b7fe00e3&req=dSIiF895m4JcXfMW1HO4zQAq2hg5AN8NmlesaH0DrTdMjLhkzgXp1O50lHK7%0AJv%2BH%0Ahttps://downloads.intercomcdn.com/i/o/w28k1kwz/1251677651/fab1c4784a02571ecd478bcf99c2/CleanShot%2B2024-11-14%2Bat%2B08_01_13-402x.png?expires=1731591900&signature=1f36b8dcbd4a4b9bef4cc0a7420996a2f3176dd030f0aee50f8f222bfd358c5b&req=dSIiF895modaWPMW1HO4zaxUNbvPJjCnXP%2FeZFRPeFb8AKSa%2BODFn3S0NUTh%0Awy2Q%0A
In this case, it's not so much about the 'right person' but rather the right company. Since we can use the 'Enrich Company' to find the Company LinkedIn URL this 'Find Contacts' search look through all contacts within this company. Then once we have these results we can ensure the 'Colleague_First_Name' variable is not overlapping with the primary contact on the row through a conditional formula. Since this will be checking a single name relative to an entire list of people.Hope this helps! Let me know how this goes and if you have any other questions or concerns :)
Absolutely, are you hoping to reach out to any colleague in particular? It may be helpful to narrow down some of the filters when searching for contacts to only reach out to individuals in a certain department or in the same geographical region.Regardless, the formula looks something like what is shown in the image below. This checks that the name pulled from the 'Find Contacts' search is not contained in the Primary Contact of the row. Hope this helps! Let me know if you have any other questions :) https://downloads.intercomcdn.com/i/o/w28k1kwz/1251822426/05df153b905cb2aba0772bc10fe8/CleanShot+2024-11-14+at+09_41_14%402x.png?expires=1731597300&signature=d9a82ecbe6c24b5af949a9b5d151f4ff4d78dc58a4d8cf1ede7d3a8996b8b1eb&req=dSIiF8F8n4VdX%2FMW1HO4zZO14DIpDo9043wO7KpeZ%2Bzt%2BGRCYw%2Bj5NAY3xGq%0AYmmV%0Ahttps://downloads.intercomcdn.com/i/o/w28k1kwz/1251819154/9ee6c3c77cd8a81b54f4d3f61c3a/CleanShot+2024-11-14+at+09_38_58%402x.png?expires=1731597300&signature=2f9096fb6d404424a76388a5c95edcf4b32e621e876afdb45099104ead5d7126&req=dSIiF8F%2FlIBaXfMW1HO4zcgCn0nuOamFtHqTyeeLNAY3GDg1fZahZ61v7sVp%0A4SCN%0A
No worries at all! Formulas typically live in two spots: 1. Formula Columns: Columns that contain text, numbers, emails, or other types of non enrichment columns that a formula could be applied to. 2. Conditional formulas within enrichment columns: These are found within the 'Run Settings' of all enrichment columns and are conditional in the sense that this column will only run if certain conditions are true.In this case I created a formula column (image one) that contains the formula highlighted on the right side of the screen. Also, you can press the 'Use AI' button to have AI help you generate these formulas moving forward.So this formula already exists within the column titled 'Name Verification'Hope this helps! Let me know if you have any other questions or concerns :) https://downloads.intercomcdn.com/i/o/w28k1kwz/1251834588/efe0b87197b607f7d72d1409c6bb/CleanShot+2024-11-14+at+09_47_59%402x.png?expires=1731597300&signature=1e0d3d2a8a47abf5b8c9e0c022b433a69c49593c0d7a05c172d15bb29eb9798f&req=dSIiF8F9mYRXUfMW1HO4zdh56RmxzQI%2B84UxrTi15KG2ycNQAHqQ2MhrSrA%2F%0A%2Bxbp%0Ahttps://downloads.intercomcdn.com/i/o/w28k1kwz/1251836758/e614e344f6cf1c755534b810fdc1/CleanShot+2024-11-14+at+09_49_23%402x.png?expires=1731597300&signature=28e3974b889f1a912011859c289aa0dc7d2546e3939ca6e3568139d8536d0344&req=dSIiF8F9m4ZaUfMW1HO4zXtf%2FofMAwbWA8GruOpBXbgOISn9oSaimbuxjc9w%0AV83F%0A
