Clay workbooks

Workbooks allow you to manage multi-table Clay campaigns in one place. You can organize multiple tables into a single workbook and visualize the relationships across these tables in the overview page.

You can:

• Create blank workbooks,
• Add multiple tables to a workbook
• Move tables across workbooks
• Organize multiple tables within a workbook in reorderable tabs
• View relationships between tables, sources, and destinations, and much more.

This is the first release in our planned workbooks work! Going forwards, we are working on features such as the ability to duplicate workbooks, where any relationships across tables in workbooks will be preserved, and more.