Workflow Feature Availability in Free Trial Accounts

Andres R. · 2024-11-09T07:13:47.207561+00:00

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?

Bo (.

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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 R.

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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 D.

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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!

1

Channeled

APP

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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

Channeled

APP

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Hi Andres R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

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