Anyone know why this happens? I'm trying to make my workflows repeatable, but whenever I try to use the existing tables I've made and update the source input, it makes new tables without my settings.
When you edit the source of a Clay table after it's been run, it won't retroactively update the results because Clay doesn't reprocess previously generated data automatically.
Even if the source preview shows your new filters, the table won't refresh until you re-run the step that generated the data. To see updated results with your existing table settings, either delete and re-run the step or duplicate the table with the updated source.
This explains why you're seeing new tables created instead of your existing tables being updated with the new source data.
Is that what you were looking for?
maybe, I wish it were easier to just save searches and workflows. none of this really makes sense
We have several features to save and reuse workflows:
Recipes let you save reusable groups of columns with formulas and enrichments that can be inserted into any table.
Column group templates allow you to select multiple columns and save them as templates for easy reuse across tables. Just select columns while holding Cmd/Ctrl, right-click, and choose "Save as template."
Waterfall templates save your waterfall configurations for standardized workflows.
For personal table templates, duplicate your table and move it to a separate workbook - this retains the structure without data.
These features help eliminate rebuilding common workflows from scratch.
all my trial credits are burned just trying to figure out how to duplicate workflows
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Use Sandbox mode to experiment without burning credits. Go to table settings, enable "Sandbox Mode" to create a locked copy with test rows, then experiment safely before publishing changes.
For personal templates, duplicate your table and move it to a separate workbook - this retains structure without data. You can also buy credit top-ups at 50% more than your plan's typical cost per credit if needed.
Trial accounts get 1000 credits with 50-row table limits to encourage testing different features before large actions.
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I’m sorry for the difficulty you’re experiencing and hope the information about Sandbox mode and templates was useful. Would you like to share more about what you’re trying to achieve with duplicating workflows so I can assist further?
I have 5 company searches that I run for all our clients, and the only thing I swap out in the searches is the city. I want to be able to just swap out the city for each of the 5 searches and then have all my columns and people searches run without changing anything else
Create a master table template with your 5 company searches and all enrichment columns configured. Use dynamic referencing to pull the city from a single input column.
Set up one "City" column at the start, then reference it in all your search formulas using / to select the city field dynamically. This lets you change just the city value and have all searches update automatically.
For reusability across clients, duplicate your configured table and use "write to table" to copy the structure to new workbooks while preserving all your column settings and formulas.
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If you still need help setting up your workflows to swap cities easily while keeping your columns and searches intact, I’m here to assist. Would you like to provide more details about your current setup or any specific challenges you’re facing?
I don't know how to do any of that
Here's a simple approach for your 5 company searches:
Create one master table:
Add a "City" column as your first column
Set up your 5 company search columns, referencing the city column in each search
Add all your enrichment columns
To reuse for new clients:
Use "write to table" to copy your table structure. Select your master table, choose a destination table, and map the columns to preserve all your settings and formulas.
For automatic updates:
Set up scheduled columns by clicking the ⛭ icon, selecting "On a schedule," and choosing daily/weekly/monthly frequency.
This lets you just change the city value and everything else runs automatically.
