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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The original answer contains only rhetorical questions and concerns rather than actionable information or solutions. It doesn't provide a clear answer to the question about assigning values based on Find People source.

Assigning Values Based on Find People Source

You can accomplish this using a formula field that maps sources to buyer personas.

Recommended Approaches

Option 1: Formula Field (If Source Tracking Available)

Create a formula field with conditional logic:

• If row came from Source 1 → write "CFO"
• If row came from Source 2 → write "CTO"
• If row came from Source 3 → write "[Third Persona]"

Option 2: Separate Columns by Source

If no source ID exists, create distinct columns for each of your 3 sources:

• Source 1 Column
• Source 2 Column
• Source 3 Column

Then use a formula field to pull the appropriate buyer persona from whichever column contains data.

Option 3: Separate Sheets

Create individual sheets for each source, with each sheet pre-populated with the corresponding buyer persona value.

Best Practice

Option 1 is ideal if your data source provides identifiable source information. Option 2 is the next best alternative if source tracking isn't available, as it maintains all data in one table while preserving source attribution.

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The original answer does not address the question asked about assigning values based on Find People source. Instead, it provides a workaround for a different problem (creating tables with no results). The answer contains no actionable information relevant to the user's actual question.