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Reducing the Number of Rows per Value in a Cell for Company Entries

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is there a way for me to reduce the number of rows per value in a cell? Again, basically i have lots of entries for the same company but I don't want to have more than like 3 for each company...?

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey!! Yup, it should be possible. If you don't want to dedupe because you need all contacts but you only want to enrich companies once, I'd recommend keeping 2 separate tables where 1 you have only unique rows of these values and the other table where you'd have several.

  • Avatar of Clay Team
    Clay Team
    APP
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    I would then enrich the unique values in the other table and use a Lookup to pull in the data to the other table based on the matching values.

  • Avatar of Mohan
    Mohan
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    ยท

    but how would I confine it to a certain number

  • Avatar of Mohan
    Mohan
    ยท
    ยท

    also to add to the complexity (lol) I would ideally like to preference certain titles to keep vs those to get rid of

  • Avatar of Mohan
    Mohan
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    do you have a video on how to do this?

  • Avatar of Mohan
    Mohan
    ยท
    ยท

    ah sorry also, I think I misexplained, I need to do it across an entire column

  • Avatar of Mohan
    Mohan
    ยท
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    not within one cell

  • Avatar of Clay Team
    Clay Team
    APP
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    Ahh, okay, so guessing this was related to what we covered instead of a different example. Let me know!

  • Avatar of Ian M.
    Ian M.
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    ยท

    Hi Mohan, I've been building something structurally very similar. Basically a Company Master Table, a People Master Table plus an Add Person and Add Company Table I use the find keywords and have built a scoring model to categorise Companies based on Description, Summary etc And the same for People Based on Job Title, Headline, Summary etc And I use the score, to drive the decision as to if to write the Company or Person to the master tables. If you really want a limit (vs simply taking just the ones you want) then you could do a look-up from the Add tables to see how many you have in the Master Table to see if you have filled your "quota" or not. Hope this helps ian

  • Avatar of Ian M.
    Ian M.
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    ยท

    (one thing to point out to be carefull - if you are matching on URLs, then you need to normalise and make sure you strip off any "fluff" (eg UTM tags) that might have been passed in

  • Avatar of Mohan
    Mohan
    ยท
    ยท

    hey Ian, yeha that's what I did in the end too - scored them, and then i could reduce the number of those i valued less...but would be great to have a native clay function for it