playbook-company-name-cleaning

Converts raw CRM company-name strings into short spoken-form names for email personalization variables.

Updated May 28, 2025
One-click install
npx skills add https://github.com/meloShaya/insteltech --skill playbook-company-name-cleaning-meloshaya
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: playbook-company-name-cleaning
Source: https://github.com/meloShaya/insteltech/tree/main/crm/library/skills/playbooks/playbook-company-name-cleaning
Command: npx skills add https://github.com/meloShaya/insteltech --skill playbook-company-name-cleaning-meloshaya

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Lead databases store company names the way registrars and scrapers found them — with legal suffixes, taglines, dba entities, parenthetical descriptors, and shouting capitals. Pasted into email copy, these strings read like an obvious mail merge and kill reply rates. This playbook turns each raw string into the short human form a person would say out loud, ready to drop into a {{company_clean}} variable. ## Core Features & Use Cases - Tiered cleaning chain: Defaults to Clay's free Normalize Company Name action, with an optional AI toggle (locked gpt-4o-mini prompt) for lists with taglines, dba entities, and second-language duplicates that a normalizer cannot fix. - Deterministic safety guards: A placeholder blocklist catches junk strings like Self-employed and Private Practice, and a substring verifier guarantees no word is ever invented — no second model call needed. - Benchmarked output contract: Returns company_clean, changed, and confidence per row at a measured 98/100 usable rate for roughly $0.15 per 1,000 rows, with abstain (empty string) instead of guesses. - Use Case: A cold-email campaign's first line reads "Noticed {{company_clean}} is hiring." Run the playbook over a 5,000-row lead list so 318, Inc dba Hamiltons Bud and Bloom becomes Hamiltons Bud and Bloom, while junk rows are excluded and routed to review. ## Quick Start Clean the company names in my lead list into short spoken forms and flag any rows that should be excluded from the campaign.

Frequently Asked Questions about playbook-company-name-cleaning

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I clean company names for cold email personalization?

Start with Clay's free Normalize Company Name action with titleCase enabled, which handles suffix and casing issues. If a 20-row sample still shows more than about 2 values you would edit, switch on the AI toggle using the locked gpt-4o-mini prompt to handle taglines, dba entities, and second-language duplicates.

What is the best way to strip LLC and Inc from company names in Clay?

Use Clay's built-in Normalize Company Name action, which is free and handles legal suffix stripping and casing normalization. Reserve an AI column for messier strings like taglines after a pipe or parenthetical descriptors that a normalizer structurally cannot fix.

Should I use gpt-4o-mini or a nano-class model for company name cleaning?

Both score 98/100 on the benchmark, but gpt-4o-mini costs about $0.15 per 1,000 rows versus $0.30 for nano at default reasoning. However, mini only abstains correctly on 7 of 10 junk strings, so the deterministic placeholder guard is mandatory when using it.

Why does my AI company name column return empty results?

Empty results on real companies usually mean finish_reason=length, where reasoning tokens overran the completion cap. Retry with a larger cap — 2000 tokens for nano-class models versus 200 for mini — and never record a truncation as an abstain.

What should I do with rows where company name cleaning abstains?

Exclude the row from any campaign whose copy references the company and route it to a review list. Never substitute generic phrases like "your team" — an empty value means you do not know where the person works, so the row's title and domain are also suspect.

When should I not use AI for company name cleaning?

Skip the AI toggle when the copy never names the company, or when a 20-row sample of the free normalizer's output shows 2 or fewer values you would edit. Also do not use it to look up company facts like funding or hiring — those are separate enrichment playbooks.