Understanding Clay Workbooks vs. Tables: What You Need to Know

·

Hey fam - there’s been a lot of updates to Clay in the past year and I’m a bit confused about “Workbooks” vs. Tables. And I can no longer add a table directly to a folder but I need to add to a workbook Are there any docs/videos explaining workbooks? Should I be making a new workbook for every “orphan” legacy table (or lumping them into a various workbook instead of folders

1 comment

Channeled
APP
·
·
Workbooks are centralized spaces for managing data workflows, while tables store specific datasets within workbooks. Think of a workbook as a spreadsheet and tables as sheets within it. Workbooks allow you to organize multiple related tables together and visualize relationships across them in the overview page. For legacy tables, you can: 1. Create a new workbook (via +Create New > Workbook) 2. Add tables to it by clicking "+ Add" at the bottom of the workbook For organization, you might create separate workbooks for different projects or duplicate tables into a "Template" workbook for reuse.
Sources: Find Companies [Clay 101] - Clay University New at Clay | Clay.com Sources | Documentation | Clay University