Help Needed: Error Creating Workbook Issue from Template

Casper S. · 2025-02-28T17:30:25.538847+00:00

Hey 👋 , I'm trying to create a workbook from a template I've made earlier and it's returning an error "Error creating workbook" not sure if this is on my end or on Clay's, can someone help 🙏 ?

I'm sorry to hear you're experiencing an error when creating a workbook from a template. Let's try to troubleshoot this issue. First, let's review the standard process for creating a workbook: 1. Open your workspace 2. Click "+Create New" > "Workbook" For personal templates, the recommended approach is: 1. Duplicate your existing table 2. Move it to a separate workbook This method retains the table structure without the data, allowing you to duplicate it when needed. To help diagnose the issue you're facing, could you please provide more details about the specific steps you're taking when you encounter this error? For example, are you using the "+Create New" button or trying to duplicate an existing workbook?

Source: Create a Workbook

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