How to Share a Table with Someone: A Guide for Client Collaboration

Matt A. · 2023-12-11 17:30:45.289387+00

Is there a way to share a Table with someone else? I want to share it with a client. thanks!

How to Share a Table with Someone: A Guide for Client Collaboration | Clay

11 comments

· Sorted by Oldest

Matt A.
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https://app.clay.com/workspaces/61052/tables/t_zE7x1FR7hnZR/views/gv_nnZiRR8qv5NI
Clay Team
APP
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Hey Matt, thanks for reaching out! The team is actually working on this feature and will be coming very soon. For now, the only way for them to see your Clay table would be to invite them to your workspace, or downloading the CSV of your table and sending that to them instead.
Clay Team
APP
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Let me know if you have additional questions!
Matt A.
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How do I invite them to my workspace? thanks
Clay Team
APP
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You can find the option in workspace settings :)
d6d29e9f-2812-49a4-94a1-ad1c1cdb133c.png(33 kB)
Matt A.
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Got it thanks!
Matt A.
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Another question on this sheet - now I'm in the "Enrich Email" view. I ran "Find work email" and I'm seeing that it found an email for this person, but validated work email is empty, but there's no more detail. How do I find out if the email is valid / invalid / why? Thanks!
Matt A.
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https://app.clay.com/workspaces/61052/tables/t_zE7x1FR7hnZR/views/gv_n6O5efhTTfvL
Clay Team
APP
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Thanks! The waterfall gives you the option to add a validation provider to check results from each email finder. When the validation tool determines the email is invalid, the next email finder tries to find a new one, but if it finds the same email as the previous column it won't try to validate it again because it already tried to validate once before, and this could result in no final output because none were valid.We automatically hide validation columns helping keep tables clean and that's why it's not evident at first glance. Let me know if you still have any questions though!
Clay Team
APP
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in your table, you can unhide the columns and see if that's in fact what's going on but that is likely it. Let me know if you have additional questions!
4aff561f-d4a6-4611-be0b-b93560e24fa1.png(38 kB)
:sparkles-clay:
Matt A.
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Got it thanks!

Matt A.
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https://app.clay.com/workspaces/61052/tables/t_zE7x1FR7hnZR/views/gv_nnZiRR8qv5NI
Clay Team
APP
·
·
Hey Matt, thanks for reaching out! The team is actually working on this feature and will be coming very soon. For now, the only way for them to see your Clay table would be to invite them to your workspace, or downloading the CSV of your table and sending that to them instead.
Clay Team
APP
·
·
Let me know if you have additional questions!
Matt A.
·
·
How do I invite them to my workspace? thanks
Clay Team
APP
·
·
You can find the option in workspace settings :)
d6d29e9f-2812-49a4-94a1-ad1c1cdb133c.png(33 kB)
Matt A.
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Got it thanks!
Matt A.
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·
Another question on this sheet - now I'm in the "Enrich Email" view. I ran "Find work email" and I'm seeing that it found an email for this person, but validated work email is empty, but there's no more detail. How do I find out if the email is valid / invalid / why? Thanks!
Matt A.
·
·
https://app.clay.com/workspaces/61052/tables/t_zE7x1FR7hnZR/views/gv_n6O5efhTTfvL
Clay Team
APP
·
·
Thanks! The waterfall gives you the option to add a validation provider to check results from each email finder. When the validation tool determines the email is invalid, the next email finder tries to find a new one, but if it finds the same email as the previous column it won't try to validate it again because it already tried to validate once before, and this could result in no final output because none were valid.We automatically hide validation columns helping keep tables clean and that's why it's not evident at first glance. Let me know if you still have any questions though!
Clay Team
APP
·
·
in your table, you can unhide the columns and see if that's in fact what's going on but that is likely it. Let me know if you have additional questions!
4aff561f-d4a6-4611-be0b-b93560e24fa1.png(38 kB)
:sparkles-clay:
Matt A.
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Got it thanks!