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How do I assign values based on which Find People source a row came from?

April 2026

Quick Answer

# Assigning Values Based on Find People Source There are two main approaches to solve this: ## Option 1: Use a Conditional Formula - Filter and categorize rows using a conditional formula based on job titles in your job title column - Best if you want to keep everything in a single table - Note: Some job titles may not map neatly to categories like CEO/CTO ## Option 2: Split Into Multiple Tables (Recommended) - Create three separate tables, each dedicated to a specific source - Add a column in each table with the corresponding value (CEO, CTO, etc.) - Use the **Send table data** action to c

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1 Answer

Assigning Values Based on Find People Source

There are two main approaches to solve this:

Option 1: Use a Conditional Formula

  • Filter and categorize rows using a conditional formula based on job titles in your job title column
  • Best if you want to keep everything in a single table
  • Note: Some job titles may not map neatly to categories like CEO/CTO

Option 2: Split Into Multiple Tables (Recommended)

  • Create three separate tables, each dedicated to a specific source
  • Add a column in each table with the corresponding value (CEO, CTO, etc.)
  • Use the Send table data action to consolidate all three tables into one main table

When to use Option 2:

  • Better for managing job titles that don't fit standard categories
  • Easier to maintain if you plan to add AI columns with job-title-specific prompts later
  • More practical for complex workflows
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