docs(audiences): add Find people from this list section for Companies Audiences#1629
Merged
Merged
Conversation
Contributor
george-dilthey
marked this pull request as ready for review
July 17, 2026 21:24
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
What changed
Added a new
## Finding people from a Companies Audiencesection todocs/audiences.md, positioned between "Creating an audience" and "Enriching and monitoring." The section explains the Find people from this list option in the ⋮ three-dot menu on a Companies Audience segment — the direct path to run a people search scoped strictly to companies in an audience, without needing a separate company table.Why
Intercom conversation #215475102001801 — a WeTransact Enterprise customer asked: "how can I use the Find People tool to just find people from companies that I've filtered into the company audience?" Fin escalated to a human after giving incorrect guidance (it kept describing a company-table path). Human agent Bo correctly answered with the Audience ⋮ menu → Find people from this list workflow, but that workflow was not documented anywhere in the docs.
audiences.mdhad no mention of "Find people from this list."find-people-overview.mdhas no reference to Audiences as a starting point.finding-companies-and-people-in-clay.mddescribes "Find People at These Companies" only from a company table path (Tools → Import tab → Find People at These Companies). The Audience-native entry point was a complete gap.Source link(s)
clay-base/apps/frontend/src/state/Audiences/useAudienceSegmentDropdownOptions.tsx:225-227—'Find people from this list'added unconditionally whensegment.entityType === AudienceEntityType.Account; handler at line 113 callscreateCPJSourcewithcompany_audience_segment_id: segment.idscoping the search strictly to the audience.clay-base/apps/frontend/src/components/Audiences/AudiencesHeader.tsx:232— the three-dot header button renders this option;AudiencesSidebar/AudiencesSegmentItem.tsx:229— sidebar kebab also renders it. No feature flag gates either path.#team-audiencesthread (Rachel Gurman, 2026-04-21) explicitly references "3 dots at the top > find people from this list" with feedback that discoverability is low — confirming this is live but poorly surfaced.Uncertainties
None for the content itself. Feature label, access path, and scoping behavior all confirmed against code. GA to all customers with no gating.
Note:
pre_pr_checkreturnedok: falsesolely because 12 other open PRs exist onaudiences.md(all on unrelated topics — Salesforce export, signals, Databricks, deduplication, etc.). None of those PRs address "Find people from this list." This PR is proceeding per the "materially new" path described in the docsbot guidelines.Related observations
finding-companies-and-people-in-clay.mddescribes only the company-table path for Find People at These Companies (Tools → Import tab) — a cross-reference pointing Audience users to this new section could improve discoverability further, but is out of scope for this trigger.audiences.mdthat reviewer should reconcile at merge time: docs(audiences): add FAQ for why users only see Sync to ad platforms in Send menu #1623 (Send menu), docs(audiences): add Export sync toggle prerequisite for Salesforce write-back #1615 (Salesforce export sync), docs(audiences): document signal detection-layer model and Data Hub vs. table scope #1605 (signals), docs(audiences): document archived record behavior on source re-sync #1587 (archived records re-sync), docs(audiences): add read-only Salesforce field types and cross-object enrichment FAQ #1585 (SFDC read-only fields), docs(audiences): add errored-row run-condition fix, delete-row note, and field-deletion FAQ #1582 (errored enrichment rows), docs(audiences): document Intelligence tab on company records (beta) #1569 (Intelligence tab), docs(audiences): document nested sub-field mapping in bulk enrichments #1558 (sub-field mapping), docs(audiences): add CSV export workaround via Add to workbook #1550 (CSV export), docs(audiences): add FAQ clarifying dedup scope — Audiences only, not Clay tables #1547 (Companies deduplication), docs(audiences): document Salesforce custom object export limitation and workaround #1528 (signal export to SFDC), docs(audiences): add field-filter warning to Snowflake and BigQuery import steps #1507 (Snowflake/BigQuery field mapping), docs(audiences): add Databricks as beta import source #1485 (Databricks import).Closes DOC-1237