Filtering for C-Suite Roles in Apollo Find People by Job Title | Clay

Filtering for C-Suite Roles in Apollo Find People by Job Title

Hey! Is there a way to filter seniority in Apollo Find People at company by job title? I wanted to include only C Suites but it includes mid managers.

9 comments

Channeled
APP
·
·
Unfortunately, the Apollo Find People at Company By Job Title action doesn't have a built-in seniority filter. However, we can help you achieve this in a few steps: 1. Use the action with broad C-Suite titles (e.g., "CEO, CFO, CTO, COO"). 2. After getting results, add a seniority column to your people table. 3. Use our AI feature to categorize titles into seniority levels, focusing on "C-suite executives and Founders". 4. Filter your results to show only the C-Suite category. This approach will help you target C-Suite executives while excluding mid-managers. If you need more assistance, please ask for a human agent in this chat.
Sources: Lead Scoring [Clay 101] - Clay University Find People at Company By Job Title with Apollo.io
K
·
·
Can I filter before I write them to other table
Smit V.
·
·
Hi Kirshia, Thank you for reaching out! Yes, you should be able to filter those titles before writing them to another table. If you know the exact titles you want to exclude, you can simply add a filter to your table-something like:
(65 kB)
If you don’t have the exact titles, you can create a Claygent column and prompt it to check if a person’s title is a mid-level manager and not C-suite. Once you have that information, you can use the new column as a condition when using the Write to Table feature.
I hope this makes sense at a high level, let me know if you need help implementing any of it :)
K
·
·
Smit V. so what if the list is from an Apollo column (there’s several of people in one row).
Smit V.
·
·
You can first use 'Write to Table' feature to get each individuals as separate rows in a new table and then follow the steps I mentioned in my previous message. Helpful resources: https://www.clay.com/university/lesson/write-to-table-clay-101 https://www.clay.com/university/guide/write-to-table-integration-overview
K
·
·
Smit V. as you can see on my screenshot, I already tried that. On the “Preview” it seems to be fine and perfectly working. But when you run them And write to table, it’s not working properly as it should be
K
·
·
K
·
·
Preview looks good as how we want it to be executed but AI prompt is not working when excluding rows for writing to other table. Already tried recreating prompt but there are still some that gets included Clay table 1: https://app.clay.com/workspaces/244968/workbooks/wb_0svfnxe5VhmnFtrcPym/tables/t_0svhduaXEgn3jMdaykG/views/gv_0svhdubBb96id7NYoHr Write to other table: https://app.clay.com/workspaces/244968/workbooks/wb_0svfnxe5VhmnFtrcPym/tables/t_0svhefd86UAyCx8c2aR/views/gv_0svhefdCAU5cPF6MmpC
Smit V.
·
·
I see you've added the prompt in the conditional run, but using a formula alone may not be sufficient. In some cases, we’ll need to infer whether a person’s title qualifies as C-suite level. To address this, I’ve created a Claygent prompt that returns either true or false-with true indicating that the record should be written to the table. Now, we can use this new column as the condition for the "write to table" step. I recommend adjusting the AI prompt as needed to ensure it consistently delivers the expected results. For now, I’ve updated the run condition in the "write to table" column and ran the AI column for the first 10 rows. I hope this helps! Let me know if you need any further help :)