i have a clay table (Table 1) that scores my existing list of accounts based on various criteria, with a final column displaying tier 1, 2, 3, or NA. i want to create a new table (table 2) that only includes companies in that list that are tier 1, and i also want to auto-add new companies to table 2, as new companies are added and scored in table 1. how do i do this?
You can achieve this using Clay's "Write to Table" function with filters. Here's how: 1. Use the "Write to Table" function and select "New Table" as your destination. 2. Before setting up the write operation, add a filter to only include Tier 1 companies: โข Click the Filters button at the top of your table โข Click "+ Add filter" โข Select your tier column โข Choose "equal to" as the operator โข Enter "tier 1" as the value 3. Enable auto-update to ensure your new table stays current whenever rows are added or edited in the source table.This setup will create a new table containing only Tier 1 companies and automatically update when new companies are scored as Tier 1 in your original table. Sources: Customize your table view | Documentation | Clay University Configuring your table settings | Documentation | Clay University Find Company Lookalikes [Clay 101] - Clay University
how do i ensure that my new table automatically dedupes itself to ensure it remains clean?
You can enable auto-dedupe for your table by following these steps: 1. Find the Auto-dedupe icon at the bottom right of your table 2. Click "Enable automatic deduplication" 3. Select the column you want to use for identifying duplicates 4. Click "Save Changes"Note that auto-dedupe will continuously monitor your selected column and automatically resolve duplicates by keeping the oldest row and removing the duplicates. Keep in mind that blank cells and cells with more than 200 characters are excluded from the deduplication process. Sources: Configuring your table settings | Documentation | Clay University Auto-update and Auto-dedupe Table