Optimizing Lead Filtering with AI for Company Rankings

Jay H. · 2025-11-23T04:01:11.123Z

Hey everyone! Looking for a way to filter leads at a particular company: After Find Companies -> Find People, we typically get 4-30 leads per company. What we want to do is rank who would be the best fit at each company out of their leads using AI on titles and then return a table where there is only one lead per company. How can we input this logic in without having to make a separate Write to other table for each individual company? Thank you guys so much!

Optimizing Lead Filtering with AI for Company Rankings | Clay

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Clay Support
APP
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You can accomplish this using Use AI and Formula columns to rank leads by job titles, then filter to one lead per company:
1.
Add a Use AI column to score job titles - click Add column → Use AI → select "Content creation, manipulation" → write a prompt like "Score this job title from 1-10 based on seniority and decision-making authority"
2.
Create a Formula column for lead scoring - add points for attributes like company size, role, or revenue using the Formula Generator
3.
Use another Formula to identify the highest-scoring lead per company - reference your scoring columns with "/" and create a formula that returns only the top-ranked person per company
For advanced job title analysis, you can extract seniority indicators like "Head," "VP," "Director," or "Lead" using AI formulas . You can also map titles to standardized categories for consistent scoring .
Before diving in, try using Sculptor (top-right corner) - it can help you build this workflow automatically and is free to use!
Clay Support
APP
·
·
Is that what you were looking for?
Jay H.
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How would I write the formula in step 3
Clay Support
APP
·
·
To identify the highest-scoring lead per company, use the Formula Generator to create a conditional formula.
Add a new Formula column and describe what you want: "Return the row with the highest score per company" or "Show only the top-ranked person per company based on /score_column."
Use comparison operators like > to compare scores within each company group. You can combine conditions with logical operators like AND/OR if needed.
Try using Sculptor (top-right corner) first - it can automatically build this workflow for you and is free to use!
Clay Support
APP
·
·
Did that answer your question?
Clay Support
APP
·
·
If you still need help with writing the formula to identify the highest-scoring lead per company, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?

Clay Support
APP
·
·
You can accomplish this using Use AI and Formula columns to rank leads by job titles, then filter to one lead per company:
1.
Add a Use AI column to score job titles - click Add column → Use AI → select "Content creation, manipulation" → write a prompt like "Score this job title from 1-10 based on seniority and decision-making authority"
2.
Create a Formula column for lead scoring - add points for attributes like company size, role, or revenue using the Formula Generator
3.
Use another Formula to identify the highest-scoring lead per company - reference your scoring columns with "/" and create a formula that returns only the top-ranked person per company
For advanced job title analysis, you can extract seniority indicators like "Head," "VP," "Director," or "Lead" using AI formulas . You can also map titles to standardized categories for consistent scoring .
Before diving in, try using Sculptor (top-right corner) - it can help you build this workflow automatically and is free to use!
Clay Support
APP
·
·
Is that what you were looking for?
Jay H.
·
·
How would I write the formula in step 3
Clay Support
APP
·
·
To identify the highest-scoring lead per company, use the Formula Generator to create a conditional formula.
Add a new Formula column and describe what you want: "Return the row with the highest score per company" or "Show only the top-ranked person per company based on /score_column."
Use comparison operators like > to compare scores within each company group. You can combine conditions with logical operators like AND/OR if needed.
Try using Sculptor (top-right corner) first - it can automatically build this workflow for you and is free to use!
Clay Support
APP
·
·
Did that answer your question?
Clay Support
APP
·
·
If you still need help with writing the formula to identify the highest-scoring lead per company, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?