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Running Workflows on a Subset of Your Company List in Clay Sheet
Hello Just a question when I create a company list on clay sheet let's say it has 10000 companies and I only want to run the workflow for 2000 is thatp ossible
Hello Just a question when I create a company list on clay sheet let's say it has 10000 companies and I only want to run the workflow for 2000 is thatp ossible
Yes, it's possible to run a workflow on a subset of companies in your Clay table. You can use conditional formulas to specify which rows you want to include in your workflow. Here's how: 1. Use the AI formula generator to create a conditional formula that selects the first 2,000 companies or any specific subset you need. 2. Apply this formula to your workflow to ensure it only runs on the selected companies. 3. You can also use the "Lookup Multiple Rows" integration to count and select specific companies based on certain criteria. Remember, when creating your initial company list, it's often better to start with smaller, focused lists of 1,000 to 3,000 companies for effective testing and analysis. If you need more detailed guidance on setting up this workflow, feel free to ask for further clarification.
what is the lookup multiple rows integration
The "Lookup Multiple Rows" integration in Clay is a feature that allows you to find multiple rows in another Clay table based on specified criteria. Here's how it works: 1. You select a table to search within your Clay workspace. 2. You specify a target column and filter operator. 3. You provide a row value to match against. 4. Optionally, you can set a limit on the number of rows returned. This integration is useful for scenarios like: ** Counting prospects from a specific company within a table. ** Performing actions on a subset of data based on certain criteria. * Cross-referencing data between different tables in your Clay workspace. It's particularly helpful when you need to retrieve multiple matching records, unlike the "Lookup Single Row" action which is faster but limited to one result.
so essentially I can have one clay table with 10000 companies I can create another clay table and use lookup multiple rows feature to take the first 2000 into this new table
Yes, you can use the "Lookup Multiple Rows" feature to select the first 2,000 companies from a larger table and move them into a new table. Here's how: 1. Create a new table in your Clay workspace. 2. Use the "Lookup Multiple Rows in Other Table" action. 3. Select your original table with 10,000 companies as the "Table to Search". 4. Choose a "Target Column" (e.g., company name or ID). 5. Set the "Filter Operator" and "Row Value" to match your needs. 6. Use the "Limit" option to specify 2,000 rows. After this, you can use our "write to table" feature to add the retrieved data to your new table. This approach allows you to effectively create a subset of your original data in a new table.
where can i find lookup multiple rows
You can find the "Lookup Multiple Rows" feature in Clay as an action within your workflow. Here's how to access it: 1. In your Clay workspace, go to the table where you want to perform the lookup. 2. Add a new column or edit an existing one. 3. Select "Add Enrichment" or "Add Action". 4. Search for "Lookup Multiple Rows in Other Table". 5. Select this action to configure it for your needs. This feature allows you to search for multiple rows in another Clay table based on specific criteria you set. If you need more help with this feature, feel free to ask for further clarification.
okay so now I used lookup multiple rows now it gives me 100 records found How do I add each of those companies into another row
To add the 100 companies found using "Lookup Multiple Rows" into separate rows in another Clay table, you can use our "write to table" feature. Here's how: 1. In your workflow, after the "Lookup Multiple Rows" action, add a new column. 2. Click "Add Enrichment" and search for "write to table". 3. Select your Clay account if not already connected. 4. Choose the destination table where you want to add the companies. 5. Map the data from your lookup results to the columns in the new table. 6. Run the workflow to add each company as a separate row in the destination table. This process will create individual rows for each of the 100 companies in your new table.
let's try again I have a table with 2000 companies I created a custom blank table Now I will do lookup right?
Yes, you can use the "Lookup Multiple Rows" feature to transfer companies from your original table to the new blank table. Here's how: 1. In your new blank table, add a column and select "Add Enrichment". 2. Search for and select "Lookup Multiple Rows in Other Table". 3. Choose your original table with 2,000 companies as the "Table to Search". 4. Select a "Target Column" (e.g., company name or ID). 5. Set appropriate "Filter Operator" and "Row Value". 6. Use the "Limit" option if you want to transfer fewer than 2,000 companies. After this, use our "write to table" feature to add the retrieved data to your new table. This approach allows you to effectively transfer and organize your company data.
theres 100 records found but I have 900 in total that should be shown in records found The target column I chose was "remote?" with row value of "yes" which there is 900 but it only shows 100
The "Lookup Multiple Rows" feature has a default limit of 100 rows. To retrieve all 900 matching companies, you need to adjust the "Limit" parameter. Here's what to do: 1. In your "Lookup Multiple Rows" action, find the "Limit" input. 2. Set the "Limit" to 900 or higher to capture all matching records. 3. Run the action again. This should return all 900 companies where "remote?" is "yes". After retrieving these records, you can use our "write to table" feature to add them to your new table.
I set limit as 500 it still returns 100
The "Lookup Multiple Rows" feature in Clay has a default limit of 100 rows, which is why you're only seeing 100 records even when setting a higher limit. To retrieve all 900 matching rows: 1. In the "Lookup Multiple Rows" action, set the "Limit" to 900 or higher. 2. If you still only see 100 results, there might be a system-wide limit in place. To work around this and retrieve all 900 rows: 1. Use multiple "Lookup Multiple Rows" actions, each with a different offset. 2. After each lookup, use our "write to table" feature to add the retrieved data to your new table. 3. Repeat this process until you've captured all 900 rows. If you continue to experience issues, you may need to request human assistance for further troubleshooting.