Checking Column Matches Against Provided List: Logic & Output Needed | Clay

Checking Column Matches Against Provided List: Logic & Output Needed

Im trying to get Clay to check info in a column against a list provided and tell me if there is a match. Using GPT (as no need to search wev) read the info in column accurately, as some names are similar, but not the same eg. Name in column-Clay Name on provided list-Clay Agency =no match Name in column - Clay Agency Name on provided list - Clay Agency =match Also, I only want it to output the name and a yes or no, not a full paragraph lol. Any ideas?

7 comments

Channeled
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You can accomplish this in two ways: 1. Using string comparison operators: • Use the "Equal To (==)" operator to check for exact matches between your column and list values • This ensures that similar names (like "Clay" vs "Clay Agency") are treated as different 2. Using the Calculate Similarity integration: • This will give you a similarity score between two text inputs • You can then set a threshold for what constitutes a matchFor the cleanest results, first use the Normalize and Deduplicate integration to standardize your data formats before comparison. This helps ensure consistent matching. Sources: Comparison operators | Documentation | Clay University Calculate Similarity of Text with Clay Normalize and Deduplicate a List with Clay
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!
kushagra t.
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using a formula column is better for this usecase than AI also, if you have to use AI use the json output - will take care of getting reliable results like yes/no than an entire para
TJ G.
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Okkkk, I will try that. Thanks
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Daniela D.
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Thanks for jumping in Kushagra! Hey TJ! Let us know if you run into any issues. To add to Kushagra's suggestion, the "define outputs" section is very useful for refining responses and getting the model to return its response in a format that matches your criteria. I made a quick recording showing both options below. Let me know if you have any questions! https://downloads.intercomcdn.com/i/o/w28k1kwz/1353224358/d01f9bdab1b06171d74151bfc084/CleanShot+2025-01-27+at+14_32_25.gif?expires=1737986400&signature=afedb8cba5d56ecc6c4545c28d4b8f8732091b76f9f6dd84309e40a5091e61ec&req=dSMiFct8mYJaUfMW1HO4zeapVYJRRwUiLDE0y4IheKH8UKQgMVR4UBwN0tbY%0Apnip%0A
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Hi TJ G.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
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Thank you so much for sharing your feedback TJ G.!