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Visual Tools for Understanding Complex Tables in Clay | Clay

Visual Tools for Understanding Complex Tables in Clay

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Do you all have any visual tools to help understand tables when they get a whole lot more complex? Rather than just using Clay to do one action i.e. find LinkedIn Profile - we are starting to layer in integrations, conditional formulas etc. and it is a bit hard to track.

6 comments

· Sorted by Oldest

Daniel C.
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https://app.clay.com/workspaces/43481/tables/t_g8M4GJVHUeka/views/gv_0EPowvJXKGd1 - This table is a prime example as it is going further than just enriching data based off a HubSpot active list but rather drilling down into a specific industry, and only executing subsequent steps via conditional formulas.
Daniel C.
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Rather than having to click into each column to remember what the conditional formula is - it would be great to get a snapshot of the whole table. What I am having to do is map out the process in Miro. Not only is this laborious but I will have to do the same for other complex tables.
Joe R.
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Have you tried the graph view? You still have to click into it to look at conditional formula, etc. but at least you get a high-level overview of the linkage between your columns.
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Clay Team
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Joe R.'s suggestion is the best one here! Daniel C. let us know if that solves your question/answers it though - curious if you have any feedbakc on the Graph View!
Daniel C.
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Good pointer! Thanks Josh. Yash T., love the ability to see dependencies in the columns. Would also be nice to export this view into a PDF share with folks on my team who don't have access to Clay.
Clay Team
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I think the team is or brought up a similar idea but will submit that as a ticket just in case, Daniel! Thanks!