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