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How to Automatically Categorize a Company as B2B or B2C

Use an OpenAI snippet to categorize a company as either B2B or B2C.

Matthew Quan
1 min.

In this tutorial video for Clay, a B2B SaaS tool, you'll learn how to use ChatGPT to automatically categorize companies as B2B or B2C. With a long list of companies, it can be challenging to categorize them correctly, but using snippets on Clay, you can create prompts that will categorize them accurately and quickly.

To get started, head over to Enrich Data and click on AI. From there, click on Complete Prompt, and you'll see the Snippets button. Snippets are insightful prompts that Clay's community has found helpful, and they make it easy to answer questions such as whether a company is B2B or B2C. Simply map the value of the company by going into Enrich Company and selecting the description, and then save your changes and run the snippet for all rows.

By categorizing companies, you can easily filter out any companies that don't meet your ideal customer profile, saving you time and effort. This is just one example of the many valuable use cases of ChatGPT within Clay, and by following these simple steps, you can streamline your sales process and work more efficiently.

With Clay's powerful AI and enrichment tools, you can find and enrich sales leads, categorize companies, and send them back to your CRM with ease. Give it a try today!

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