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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.

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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.

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