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How to Duplicate a Workbook in Clay for Workflow Creation | Clay

How to Duplicate a Workbook in Clay for Workflow Creation

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Hey Guys, Started using workbooks after learning in clay cohort, however can't we duplicate the workbook? I have created a workflow now I want to use it for create a list when I get a requirement. But I cant do it. can you show me?

3 comments

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Channeled
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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Tanvi R.
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Hi Nishil, thanks for reaching out! We are actually in the process of working out the final kinks in a feature for duplicating workbooks so I'm so glad you asked. Here's what it will look like, but in the meantime you can create a workbook shared template link and copy the template to your workspace. Let me know if this works for you right now, and I'll keep you in the loop when duplicating workbooks goes live! https://downloads.intercomcdn.com/i/o/1184568603/a68cd68553d68bb031ac97e3/CleanShot%2B2024-09-16%2Bat%2B18_56_13-402x.png?expires=1726677900&signature=fa9cff1cd252c1d7e11a37eb962eb4486b1c73473ed68dcd3675726cb6870062&req=dSEvEsx4lYdfWvMW1HO4zfPcb7y3EoS9RqnhjxoYWqhTT8%2BbUn0MkCFh7i%2Fb%0A51AT%0A
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