Troubleshooting Automatic Waterfall Issues in Table Setup | Clay

Troubleshooting Automatic Waterfall Issues in Table Setup

so sometimes when I set up a new table where I am pulling people out of a companies table the automatic waterfall doesnn't build in, is there a way putting that in after the fact or do I have to delete the table and rebuild it?

8 comments

Channeled
APP
·
·
Yes, you can add a waterfall to your existing table without having to delete and rebuild it. Here's how: 1. While in your table, click "Add column" (located at the far right side) 2. Select "Waterfall" and rename it by clicking the 🖊️ icon 3. Change the "Data Type" to match what you're working with 4. Add actions to your waterfall and adjust settings as needed 5. Click "Save" Alternatively, you can: 1. Right-click "Add Column" > "Add Enrichment" 2. Search for "Waterfall" 3. Select the data point you want to add 4. Click "Save" and run You can adjust the order of integrations used in your waterfall to customize the sequence.
Sources: Waterfall | Documentation | Clay University Waterfall Custom Waterfall Waterfall | Documentation | Clay University
William F.
·
·
I don't think I used the right word with "waterfall" I want it to automatically update the "people" table every time I run the source on the "companies" table
Channeled
APP
·
·
You have two options to automatically update your people table when your companies table changes: 1. Enable Auto-update: This feature automatically runs all columns whenever rows are added or edited. To enable it: • Open your table settings dropdown • Select "Enable Auto-update" 2. Set up Scheduled columns: You can schedule your people table to automatically re-run on a recurring basis: • Click the ⛭ icon on the top right of your table • Under "Run the table," select "On a schedule" • Choose your preferred frequency (daily, weekly, or monthly) • Select whether to run all columns or only specific ones When your company table updates, you'll need to rerun the lookup column in your people table to pull in the refreshed company data.
Sources: Enrich People (Waterfalls) [Automated Outbound] - Clay University Write to Table [Clay 101] - Clay University Scheduled columns | Documentation | Clay University Table management settings | Documentation | Clay University
William F.
·
·
https://app.clay.com/workspaces/406122/workbooks/wb_YXVXZjMFdYGk/tables/t_0swmwjtQhFJbEDvtqrt/views/gv_EYe6PWizTxjj
William F.
·
·
https://app.clay.com/workspaces/406122/workbooks/wb_YXVXZjMFdYGk/tables/t_0swmwk7HJ6xUQcSYPx5/views/gv_Qfz3aMmc64nm
Smit V.
·
·
Hi there, thank you for reaching out! To ensure that the People table source updates automatically, you’ll need to use the "Find People at these companies" action from the Company table. This will add a column to the Company table for the people search. Whenever you add new companies to the table, the people search source will be updated accordingly. Please note, however, that this process does not run entirely automatically. After updating the Company table source, you’ll need to go to the People table and manually re-run the source to pull in new people associated with those companies.
I hope this makes sense, let me know if I can help you with anything else :) - Smit
(259 kB)
William F.
·
·
thanks, I was building my source from the people table and linking it to the company and it would glitch and not connect all the time, this method seems more reliable
Smit V.
·
·
It should be more reliable, do let me know if you run into any issues with this :)