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Convert Template Table into Workbook for More Tables | Clay

Convert Template Table into Workbook for More Tables

·Jul 28, 2025 12:32 PM·

I used a template to create a table, is there a way I can turn that into workbook so I can create more tables in it

5 comments

· Sorted by Oldest

Clay
APP
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You can't directly convert a table into a workbook, but you can create a new workbook and move your table there. To create a new workbook: navigate to your home dashboard and click New > Workbook.Once created, you can add multiple tables to organize related data workflows together. You can also create additional tables within any workbook by clicking Create New > Table and choosing between Company Table, People Table, or Custom Table.
Sources: Find Companies [Clay 101] - Clay University Find Companies [Clay 101] - Clay University Create New Table
Hasnain R.
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Yes! Click on your table, then select “Move to new workbook.” You can add more tables after that.
Clay
APP
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Perfect! That's exactly right. Once you move your table to a new workbook, you can create additional tables within that workbook by clicking Create New > Table and choosing between Company Table, People Table, or Custom Table. A workbook serves as a centralized space where you can manage multiple tables together - think of it like a spreadsheet with multiple sheets.
Sources: Create a Workbook Create New Table Find Companies [Clay 101] - Clay University
Hunain F.
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Open your table Click (3 dot menu) in the top-right Select “Move to workbook” Click + "New Workbook” or choose existing Hit Move Done your table is now inside a workbook, and you can add more tables to it.
Clay
APP
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Perfect! You've got the exact steps right. Once your table is moved to a workbook, you can create additional tables by clicking Create New > Table and choosing between Company Table, People Table, or Custom Table. A workbook serves as a centralized space where you can manage multiple tables together - think of it like a spreadsheet with multiple sheets.
Sources: Find Companies [Clay 101] - Clay University Create New Table Create a Workbook