How to Use Exclude Companies in Find Companies Effectively | Clay

How to Use Exclude Companies in Find Companies Effectively

Hey Team! I was really excited to use the "Exclude Companies" option in Find Companies but I'm being told "This table does not contain a companies search". This is the table I'm trying to exclude: https://app.clay.com/workspaces/134381/workbooks/wb_Z5GNg6uqWg95/tables/t_sCJV6rEMTjq9/views/gv_KPqpsK2v4zxr What I'm trying to solve for is we target subscription companies, these co's can have a Custom Cart and use Authorize.net. If my search was for Custom Carts and I do a separate search for Authorize.net co's, there's a strong possibility that there will be overlap and I'm enriching the same Co's more than once. How can i avoid this?

5 comments

Channeled
APP
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Arturo O.
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Hey Jonathan, thanks for the inquiry!! That's a great question. Currently, only tables that were generated by the same Find Companies feature can be excluded at this time but we've brought up the topic to allow for more which is on the roadmap although no ETA just yet. I'll submit this as a follow up request! For now, I can suggest adding a Lookup Row integration to cross-match against the LI URL and using that as a condition to further enrich only when no match is found. Let me know if that helps! https://downloads.intercomcdn.com/i/o/w28k1kwz/1219649279/5b79948c2925f4ca4b552bd6d1e4/image.png?expires=1729183500&signature=5c89394e12dc5bb92a2a9ba0ab179562d1fe9c45b95413941ca02df3b9a45b4f&req=dSImH896lINYUPMW1HO4zQBEubiweGWHfZuHMXZq7JeqblwlhMiy8EGxYbUk%0AGGx8%0A
Jonathan T.
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oooh, that sounds like an interesting way to solve this. so just to be clear, i would create a column to cross-match against previous LI URLs? If that's the case, i suppose i could create a master table and just upload co's there first but then it wouldn't be long before i hit the 50k row limit. how might i overcome that secondary hurdle? please and thank you Arturo!
Arturo O.
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Yup, that's a great question, Jonathan, and one that we look forward to solving once the exclude feature is updated to handle more options as well as volume of records. The next best option until then would be to spill over to a Master table 2 and using a second Lookup as a fallback. Of course, not ideal, but for sure a topic we've brought up. Will share this as additional feedback!
Channeled
APP
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