Linking Workbooks for URL Processing and Data Retrieval Methods | Clay

Linking Workbooks for URL Processing and Data Retrieval Methods

I'm not sure this is the right channel for such a question but how does one go about linking 2 different workbooks? I'm building a Workbook (let’s call it MASTER) with some complex functionalities several enrichments a lookup to the CRM etc. (basically takes a lot of time to process). It accepts a URL then takes it from there. I want my team to reuse that table - (that’s the whole reason it’s being created) so they can push their URLs from different sources there. So in a nutshell they push a URL to my workbook and they should be able to get a result back. However, it takes a while for those results to be made available. Since I can't write back to the original table, is there a different way other than re-running the Lookup to the MASTER table every now and then?

11 comments

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You can accomplish this through a combination of sharing your MASTER workbook and using the Write to Table integration. Here's how: 1. Share your MASTER workbook as a template: • Click on your workbook's title in the top bar • Click "Turn on sharing" to enable sharing • Copy the Public Link to share with your team 2. Your team can then: • Use the Write to Table integration to push their URLs to your MASTER workbook • Map their data fields to the corresponding columns in your MASTER table Note that when using shared workbooks, you're limited to 5 tables per shared workbook. This setup will allow your team to both contribute URLs and access the processed results through the shared workbook structure.
Sources: Share workbooks and tables as templates | Documentation | Clay University Metaprompter, shared workbooks, new hire signals, Outreach integration, and more!
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Was that helpful?
Casper S.
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This is a cool feature I didn’t know about, it would FULLY solve the problem if one of the tables would not be empty, one which stores the past lookups as a caching mechanisim, this table would be looked up against as part of the process
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I appreciate your feedback. Could you clarify which table you're referring to that's empty? I'd like to understand the issue better.
Casper S.
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the template functionality means that lookup table of previous runs in empty 😕
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Instead of using the "Share as Template" feature, here's a better approach to maintain your cache: 1. Create a personal template by: • Duplicating your MASTER table • Moving it to a separate workbook 2. For the workbook sharing: • Click on your workbook's title in the top bar • Click "Turn on sharing" to enable sharing • Share the Public Link with your team 3. To maintain data persistence, you can use the table management settings to: • Enable auto-dedupe to handle duplicate entries • Configure which columns should be used for identifying duplicates This approach will preserve your lookup cache while still allowing your team to access and use the workbook.
Sources: Share workbooks and tables as templates | Documentation | Clay University Table management settings | Documentation | Clay University
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Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Casper S.
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I’ve created a simple example MASTER -> https://app.clay.com/workspaces/48942/workbooks/wb_NbmpZjye6ipN/tables/t_Y5XtrV5rjmtN/views/gv_T3YpTJ7fT6Fn User’s table -> https://app.clay.com/workspaces/48942/workbooks/wb_kNW7tzcPcTyY/tables/t_Z8AYsrkGHj3D/views/gv_qit6JrTZivBj
Owen C.
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Hey Casper, thanks for reaching out. This problem of having to re-run the lookup column should be addressed soon as we'll be launching scheduled sources meaning you'll be able to re-run a column on a set cadence (1x a day) so that it will pull new information. This should resolve the issue that is set at hand. In the meantime, manually toggling this lookup is likely the bandaid workaround. Let me know if this makes sense and is something you'd be interested in! :)
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