Best Practices for Setting Up Table and Document Structures

Yes, we have several resources to help you set up effective table structures in Clay: 1. Start with workbooks as your main organizational space, which can contain multiple tables for different datasets. Think of workbooks like spreadsheets and tables like sheets within them. 2. To create a new table, go to your workspace, click "Create New" > "Table" and choose between Company Table, People Table, or Custom Table. 3. For connecting tables and managing hierarchical data, use our "write to table" feature, which helps structure nested data into organized tables. 4. You can also use templates as ready-made starting points for common workflows.

Sources: Find Companies [Clay 101] - Clay University Find Companies [Clay 101] - Clay University Create New Table Write to Table [Clay 101] - Clay University Write to Table [Clay 101] - Clay University Write to Table [Clay 101] - Clay University Create a Table from a Template