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Streamlining Workbook Duplication for Outbound Messaging Campaigns

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Problem: I built a workbook for outbound messaging based on hiring signals, but when I try to duplicate it as a template for different campaigns, it breaks due to hardcoded table references and enrichments. Current Workflow:

Looks up open roles for specific job titles
Aggregates roles by account and filters by threshold
Finds contacts, checks/adds them to HubSpot
Generates custom messages using hiring signals + Claygent research
Sequences contacts in outreach

Issue: When I duplicate this workbook to test different hiring signals, table references and enrichments don't update properly, requiring manual rebuilding each time. What I need: Guidance on how to structure this workbook to be easily reproducible/templatable so I can quickly test different campaigns without rebuilding the entire workflow. Specific help needed:

How to avoid hardcoded table references when duplicating workbooks
Best practices for making enrichments dynamic/reusable
Workflow structure recommendations for campaign templates

9 comments

Clay
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To make your workbook templatable, use dynamic column referencing instead of hardcoded references. Use forward slash (/) to access enrichment data from other columns dynamically. Key strategies: • Reference entire enrichments - Access all data from an enrichment at once using "Insert all properties" • Use dynamic data referencing - Reference fields like company names, domains, or other data points that change between campaigns • Leverage Templates - Start with Clay's pre-built templates at clay.com/templates as foundations for your workflows • Create Recipes - Build reusable enrichment sequences that combine multiple steps into pre-configured workflows Best practice: Structure your workflow to reference data dynamically rather than pointing to specific table cells or hardcoded values. This allows the same enrichment logic to work across different datasets when duplicated.
Sources: Referencing dynamic data from other columns | Documentation | Clay University Referencing dynamic data from other columns | Documentation | Clay University Enrichments | Documentation | Clay University Templates and Claybooks overview | Documentation | Clay University
Ben A.
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Here is my new workbook: https://app.clay.com/workspaces/635063/workbooks/wb_0szgsa5PUYYHQag66Wr/all-tables This is structured on this functioning workbook: https://app.clay.com/workspaces/635063/workbooks/wb_0sz23qwRB3beS5UhQ7K
Hari K.
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Hey Ben! Thanks for sharing - really cool use case. I believe the main issue you are running into is that the companies are not being pushed automatically as they should be because the run condition on the table send is hooked up to a checkbox. Instead, I would recommend changing this to a formula column that uses "0" or "1" logic as this should be able to register automatically in the send column's run conditions. Hope this helps!
(166 kB)
Ben A.
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i.e. that AML Openings formlula shoudl be switched from teh checkbox to a binary?
Ben A.
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Another issue is in this table: https://app.clay.com/workspaces/635063/workbooks/wb_0szgsa5PUYYHQag66Wr/tables/t_0szgsa82qu8Rq4utgB9/views/gv_0sz23qwM6h4fwmirYcA
Ben A.
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Ben A.
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My newly created 'Fraud' Job posting events doesn't appear, and so this workflow is still referencing the table from the first template
Ben A.
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when i search to update this, it just doesn't exist
Hari K.
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Hey Ben - on the first point, yes I believe using non-checkbox columns to trigger the "run-if" restrictions will allow them to automatically trigger.
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On the updating fields, I believe when they change you need to manually click on "refresh fields" to allow the system to pick up the new events. Hope this helps!

Streamlining Workbook Duplication for Outbound Messaging Campaigns | Clay