Creating an AI Prompt for Qualifying Leads Without LinkedIn Pages | Clay

Creating an AI Prompt for Qualifying Leads Without LinkedIn Pages

I'm trying to create an AI prompt for qualifying leads. In most cases I want it to use Claygent to visit the company's linkedin page and determine based on its analysis. However in some cases, there is no linkedin company page. How can I make the prompt still run? I have added other context for the AI to go on (linkedin summary and industry) but currently it won't run because it's telling me that some inputs are missing

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Channeled
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When creating an AI prompt for lead qualification in Clay, you can build a more robust data foundation that doesn't solely rely on LinkedIn company pages. Here's how to structure your approach: 1. Start with multiple data points as "corner pieces": • Company website • Company name • Industry information • Any available email domains 2. Set up your prompt in the enrichment panel: • Navigate to the Tools section • Look under AI for Claygent • Use the preset templates as a starting point • Modify the templates to include alternative data sources beyond LinkedIn Make sure your prompt includes conditional logic that can process either LinkedIn data when available or fall back to analyzing other provided information (like company summary and industry) when LinkedIn data is missing. This way, your qualification process can continue even without a LinkedIn company page.
Sources: Lead Scoring [Clay 101] - Clay University Claygent: AI Web Scraper [Clay 101] - Clay University
Carl J.
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How can I make this prompt work with conditional logic where it still runs even if the company page is not avaiable? #CONTEXT# Visit the company's LinkedIn page to assess its qualifications based on specified criteria and available information. #OBJECTIVE# Determine if the company is "QUALIFIED" or "unqualified" based on its type and industry using LinkedIn data. #INSTRUCTIONS# 1. Visit the LinkedIn page at regularCompanyUrl or use companyName summary if the URL is unavailable. 2. Analyze the company's information to see if: - They provide marketing, SEO, or digital services. If yes, mark them as unqualified. - They are a government entity. If yes, mark them as unqualified. - They are related to gambling or casinos. If yes, mark them as unqualified. - They are an editorial publication or newspaper like BBC, Forbes, etc. If yes, mark them as unqualified. - They are a university or traditional education institution. If yes, mark them as unqualified. - They are a religious institution. If yes, mark them as unqualified. - They are related to porn, adult industry, or similar. If yes, mark them as unqualified. 3. If none of the above, mark the company as "QUALIFIED". #EXAMPLES# Assuming the company is not classified as any of the unqualifying types, it should be labeled "QUALIFIED".
Channeled
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To create a prompt with conditional logic that handles missing LinkedIn company pages, you can use Clay's conditional runs feature. Here's how to structure it: 1. Set up your AI enrichment: • Add your AI enrichment step • Click on "Run Settings" and then "Conditional Run" • Create a formula that checks for alternative data sources 2. Structure your prompt to handle both scenarios: LBKS#CONTEXT# Analyze company information from either: - LinkedIn page (if regularCompanyUrl exists) - Company summary and industry data (if LinkedIn unavailable) #INSTRUCTIONS# IF regularCompanyUrl exists: - Visit LinkedIn page ELSE: - Use companyName and industry information [Rest of your qualification criteria...]LBKSThis approach ensures your enrichment runs regardless of LinkedIn data availability by using alternative data points when needed.
Sources: AI Formulas + Conditional Runs [Clay 101] - Clay University AI Formulas + Conditional Runs [CRM Enrichment] - Clay University
Carl J.
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for step 1. what should the formula be? suggest a good formula for this
Channeled
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For your LinkedIn qualification use case, here's a suggested formula to use in the Conditional Run settings: LBKSIF(ISBLANK(regularCompanyUrl), NOT(ISBLANK(companyName)) AND NOT(ISBLANK(industry)), true)LBKSThis formula will: ** Run if there's a LinkedIn URL (regularCompanyUrl) present ** OR run if both the company name and industry fields are populated when LinkedIn URL is missing * This ensures your enrichment will process using alternative data when LinkedIn data isn't available You can use this as your data foundation, treating company name and industry information as your "corner pieces" when LinkedIn data is unavailable
Sources: AI Formulas + Conditional Runs [Clay 101] - Clay University Lead Scoring [Clay 101] - Clay University
Carl J.
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where do I add the formula? i tried adding it in "only run if" and it's telling me it's invalid
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To correctly add the conditional formula: 1. In the enrichment panel, scroll down to "Run Settings" 2. Click the "Use AI" button next to the "Only run if" box 3. Type your condition in plain language using "/" to reference columns. For example: • Type: "Only run if /regularCompanyUrl exists OR (/companyName exists AND /industry exists)" 4. Click "Generate Formula" to let AI translate your condition into proper syntax The AI will help you create a valid formula without syntax errors. You can then verify the output on the right side to ensure it behaves as expected. This approach using the AI formula generator is much easier than trying to write the formula manually and helps avoid invalid syntax errors.
Sources: Conditional Formulas Conditional runs | Documentation | Clay University Conditional runs | Documentation | Clay University
Carl J.
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Hey! I tried adding this formula but I can't get it work, not sure if it was an AI hallucination. for this prompt, I'd like it to qualify based on the company URL and claygent visiting it. However not all leads have a company URL field, so I need it to fall back to using the company name and summary if the company URL does not run. Currently it refuses to run if "some inputs are missing" - how can I fix this? Thanks!
Carl J.
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how to copy rows from one table to the other? duplicating the table didn not carry over the rows
LuisArturo
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Hey there Carl thanks for reaching out, do you mind sending the link (url) to the table so we can take a look?
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Carl J.
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Hey LuisArturo Thanks for getting back to me. This really applies to all kinds of tables and formulas. What I want is for the AI columns to run even if a given field is empty. This is to enable fallback logic if a given input is not available for a contact. E.g. in this table: https://app.clay.com/workspaces/515060/workbooks/wb_huy3XprwEcHB/tables/t_obbQvbtZY6zD/views/gv_Csv2VQDt8ubK I am looking at the AI qualifier column. How can I make the AI formula run, even if one of the input fields is empty?
Channeled
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
LuisArturo
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Hey there Carl sorry for the delay here, there is a way to have AI columns run even if one of the inputs is missing. To do this, you will just need to toggle of this option next to the input name. It is the setting that marks a variable as required to run.
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Channeled
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Channeled
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Thank you so much for sharing your feedback Carl J.!