Fuzzy Matching Techniques in Spreadsheets Using AI Methods

Kenneth T.

Hi Support, Is there a way for me to do fuzzy matching within the current spreadsheet using AI/other methods?

When I give it a prompt, and I explicitly tell it to only look at the current spreadsheet, it starts to look at other spreadsheets or "lists" with the title being the value of the row I'm referencing.

7 comments

Channeled
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You can use AI formulas to perform data matching and formatting within your current spreadsheet. Here's how: 1. Add a new column and select "Formula" 2. Use the AI Formula Generator box to describe your fuzzy matching needs 3. Type "/" to reference specific columns from your current spreadsheet that you want to match against 4. Click "Generate Formula" to create the matching logic 5. Review the sample output 6. Click "Save Formula" if the results look correctThis is a credit-free way to format, clean, and reshape your data exactly how you want it within your current table. The AI formula generator helps you create custom code that can handle various data manipulation tasks including matching and combining data from your existing columns. Sources: Formulas Flexibly run any workflows based on conditional logic | Clay AI Formulas + Conditional Runs [Clay 101] - Clay University
Kenneth T.
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this doesn't answer my question
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
LuisArturo
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Hey there Kenneth thanks for reaching out, currently we are unable to do fuzzy matching within Clay, although this is something that the team is currently looking into however there is no ETA on when it can be added.
Channeled
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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
Channeled
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
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Hi Kenneth T.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: