Using ChatGPT for Cross-Table Customer Comparisons and Account Leads | Clay

Using ChatGPT for Cross-Table Customer Comparisons and Account Leads

I have a list of customers in one Clay table and in another table I have a list of customers with an associated account lead. Since the customer names aren't always consistent I was going to use Chatgpt to compare them and indicate the account lead for the matching customer. How would I do that? Can I do cross table comparisons like that with ChatGPT?

3 comments

Channeled
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Daniela D.
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Hey Freddie! Thanks for reaching out. Just to confirm, you'd like to check for matching customer records in one table to reference in another table? It's currently not possible to run a table comparison with ChatGPT, but you can run Lookup between tables to check for matching data to make comparisons. If the customer names are not consistent between both tables, you can normalize the structure and format with the "Normalize company name" feature. If you can share your table urls (link in browser tab), happy to take a look as well to better understand your use-case and share additional suggestions, if needed. Here's a quick for using Lookup: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=c8b78c32-9bc1-4501-8124-d6c70d2218cf https://downloads.intercomcdn.com/i/o/1178170280/e078bf8360d02d234491be59/CleanShot+2024-09-12+at+19_29_55%402x.png?expires=1726167600&signature=1e446352e577606aac39d6109e6aaf56c1861a7a3842f608e0ec14c2f6c3838b&req=dSEgHsh5nYNXWfMW1HO4zZyEuGRp6IeZIDijhuPPzX0Fl%2Fd47rMVhLT5iNxu%0AKQqW%0A
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