https://www.loom.com/share/bfeaa1939d404fd69a231268b6e9c44f

You can follow this video, or see a transcript of the steps below 👇🏽

📖 Table of Contents

📋 Copying the Table to Your Workspace

To start, you'll need to copy the shared table into your Clay workspace.

<aside> ℹ️ P.S - Sign up for Clay using this link: https://tinyurl.com/clay-johnb, and if you purchase a paid account, you’ll get an extra 3,000 credits for free 🎉

</aside>

Steps to Copy the Table

1. Open Shared Table URL: Navigate to the provided URL to access the shared table.
2. Select Workspace: Choose your desired workspace in Clay.
3. Copy Table: Click the “Copy” button to duplicate the table and its structure into your workspace.
4. View All Columns: Immediately show all columns for complete visibility.

🔧 Adjusting Columns and Automation

Organizing Your Table

Certain columns and automations need to be repositioned for optimal function.

Adjustments Required