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Is there a way to choose between multiple people that have been returned for one company based on a criteria (i.e. identify the one person closest to being the CEO)
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Pete B.··Is there a way to choose between multiple people that have been returned for one company based on a criteria (i.e. identify the one person closest to being the CEO)?
Yes, you can filter and prioritize people returned for a company based on specific criteria in Clay. Here's how: 1. Use the "Find People" feature with filters like job titles, experience, and bio keywords. 2. Leverage AI to categorize job titles into seniority levels (e.g., C-suite executives and Founders). 3. Use conditional formulas to perform actions on a specific subset of prospects based on their company and role. To identify the person closest to being CEO, focus on filters for senior leadership titles and use AI categorization to prioritize C-suite executives and founders. If you need more detailed guidance, you can request human assistance by clicking "Talk to a person" in this chat.
- Pete B.··
Can you zoom in on 3?
To use conditional formulas in Clay to select the person closest to being CEO, you can follow these steps: 1. Use AI formulas to categorize job titles into seniority levels. 2. Create a formula column to assign scores based on seniority (e.g., CEO = 10, C-suite = 9, VP = 8, etc.). 3. Use the "Lookup Multiple Rows" integration to count how many people are returned for each company. 4. Create a conditional formula to select the person with the highest seniority score for each company. Example formula:
LBKSIF(AND( [Company Domain] = [Lookup: Company Domain], [Seniority Score] = MAX([Lookup: Seniority Score]) ), "Selected", "Not Selected")LBKSThis approach will help you identify the person closest to being CEO for each company. If you need more specific guidance, you can request human assistance by clicking "Talk to a person" in this chat.- Pete B.··
Can you give me an example of using the Lookup Multiple Rows example?
Here's an example of using the "Lookup Multiple Rows" integration in Clay to select the person closest to being CEO for each company: 1. Create a "Companies" table with company domains. 2. Create a "People" table with columns for name, company domain, and job title. 3. In the Companies table, add a "Lookup Multiple Rows" column: • Table to Search: People • Target Column: Company Domain • Filter Operator: Equals • Row Value: [Company Domain] • Limit: (Optional, e.g., 10) 4. In the Companies table, add a formula column to find the highest-ranking person:
LBKSARRAYFORMULA( SORT( FILTER( [Lookup: People.Name], REGEXMATCH([Lookup: People.Job Title], "CEO|Chief|Founder|President") ), REGEXMATCH([Lookup: People.Job Title], "CEO") DESC, REGEXMATCH([Lookup: People.Job Title], "Chief") DESC, REGEXMATCH([Lookup: People.Job Title], "Founder") DESC, REGEXMATCH([Lookup: People.Job Title], "President") DESC )[1] )LBKSThis setup will return the name of the person most likely to be the CEO for each company.