Managing Automatic Updates for Company-People Table Integration

ok so this is really confusing. I just want new rows added to my company table to add people to my people table PROVIDED the company matches certain criteria. I added that Criteria to "Auto-Update". Turned it on and also turned on "Enable Automatic People Search Updates" and that added 500 people to my table which then drained my credits

19 comments

Adil A.
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i have two questions:
Adil A.
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1/ can i get my wasted credits back
Channeled
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To set up Auto-Update and Automatic People Search Updates without draining credits: 1. Turn off auto-update while building your table. Go to Run Settings and toggle off the Auto-Update button for each column. 2. For Find People Search: • Define search parameters carefully • Set overall record and per-company limits • Preview results before importing 3. Test enrichments on a few rows before updating the entire table. 4. Once your setup is finalized, turn auto-update back on only for necessary columns. 5. Regularly review your credit usage and adjust settings as needed. By following these steps, you can manage your data updates more efficiently and avoid unexpected credit depletion.
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Find People overview | Documentation | Clay University
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Adil A.
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2/ what is the right configuration of "Enable AUtomatic People Search Updates" AND "Auto-Update" in my company table so that only new companies added to company table that match {{Check: Qualifies MM & Enterprise}} result in people being added to my people table
Adil A.
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my company table: https://app.clay.com/workspaces/243917/tables/t_sbc2QHGupiB7/views/gv_nP8raYfZuh7G
Adil A.
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my people table: https://app.clay.com/workspaces/243917/workbooks/wb_ZxbZVMgKxRCi/tables/t_9dh87DnKmUfF/views/gv_2ae99MEQZsnr
Adil A.
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my column name: Pre-Sales Leaders
Adil A.
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for now i am deleting all extra rows added to my people table so i don't incur any accidental charges for processing them
Adil A.
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now i tried this with "Auto update" off and "Enable Automatic People Search Updates" off
Adil A.
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no people rows created as expected
Adil A.
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then i turned on "Enable Automatic People Search Update" but kept "Auto Update" off. I tried running a single company manually. And I got around 30 rows added to my people for all sorts of companies
Adil A.
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put mildly, this seems broken
Adil A.
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it just means that each time i add new rows to the Company table, i have to delete the old "Find people search" and create a new one which is a really shitty experience
Bo (.
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Hey, Unfortunately, there's no way to add a run condition in the Find People Search. The find people search works on the entire table, not per rows. What you can do here is: Table 1 -> Score company -> Sends to Table 2 -> Only companies that meet your requirements -> Find People Table 3 -> Your people that fit your criteria How many credits did it cost?
Adil A.
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thanks Bo. Re: credits, I don't know for sure but if I were to guess 1k (since 500 unnecessary people were added)
LuisArturo
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Hey there Adil, jumping in for Bo here, added the credits back to your account for you.
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Managing Automatic Updates for Company-People Table Integration | Clay