i keep trying to duplicate a workbook and consistently and getting an error. Eventually a duplicate shows up but it's only a partial workbook that's unusable
When duplicating workbooks or tables, only the header structure is copied - the data itself isn't transferred automatically. This is why you're getting partial, unusable duplicates. To preserve your data, use the "Write to Table" integration: 1. Click "Add Enrichment" in the top right corner 2. Search for "Write to Table" 3. Map your existing data fields to the corresponding columns in your new table For persistent errors, try clearing your browser cache and refreshing the view.
yes but the header structure for the other connected workbooks (find people from companies) are not duplicating either.
When you run "Find People from Companies, " Clay automatically creates a linked relationship between your company and people tables using write to table in the background. This automatic linking includes a lookup column that connects the tables. When duplicating workbooks, these automatic connections and lookup columns aren't preserved because the relationship depends on the specific table IDs from your original setup. You'll need to manually recreate the "Find People from Companies" enrichment in your duplicated workbook to restore the proper table structure and connections.
yikes, then i need to rebuild out the entire find people workflow?
Yes, you need to completely rebuild the "Find People from Companies" workflow when duplicating workbooks. When duplicating, only header structures copy - not the data, automatic connections, or linked relationships between tables. Clay automatically creates linked relationships between company and people tables using write to table in the background, including lookup columns that connect the tables. These automatic connections aren't preserved during duplication because they depend on specific table IDs from your original setup. You'll need to manually recreate the "Find People from Companies" enrichment in your duplicated workbook to restore the proper table structure and connections.
also, every time i message you guys i get a bunch of DM's selling me claygency services
Unfortunately, there's no way to preserve connected workflows like "Find People from Companies" when duplicating workbooks. When you duplicate, only header structures copy - not data, automatic connections, or linked relationships between tables. For personal templates that retain structure without data, duplicate your table and move it to a separate workbook. Add '[Template Do Not Delete]' to the title to avoid confusion. You'll need to manually recreate the "Find People from Companies" enrichment in your duplicated workbook to restore proper connections. Regarding unsolicited DMs about Claygency services - if you need help addressing this issue, please request human assistance by clicking on "Talk to a person."