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Workflow Feature Availability in Free Trial Accounts

Andres Rinconeno

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Dumb question. I started a free trial and don't see the workflow feature. Is that not available to test in a free trial account?

Workflow Feature Availability in Free Trial Accounts | Clay

4 comments

· Sorted by Oldest

Bo (Clay)
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Hi there, Not a dumb question at all! Welcome to Clay Andres. The workflow feature is available during the free trial. You can find it under “Workbooks” by navigating to Create New > Workbooks. Let me know if you have any other questions or need help getting started! 😊
Andres Rinconeno
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What am I missing here? When I try to create a blank one, there's nothing that says workflows anywhere on any screen. When I use one of the 3 predefined items here, you get what sort of looks like a workflow that you configure. But nothing that you can do outside of that. When I watch youtube videos, other people's UI looks very different than this. Maybe I don't understand what is considered a Clay workflow. I was expecting to see something that looked somewhat similar to Zapier or Make.
Daniela Debebs (Clay)
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Hey Andres! Thanks for reaching out. Sorry for the confusion. We recently made some changes to the UI. Workbooks replaced workflows and allows you to either select a template or create a blank workbook to build out your workflow. I made a quick video explaining further here: https://www.loom.com/share/c79f09f4402643c189d239242305d307 Let me know if this helps!
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Hi Andres Rinconeno! This thread was recently closed by our Support team. If you have a moment, please share your feedback: