What Are Workbooks
Workbooks let you combine multiple tables into a single organized space. Instead of managing separate table links across your workspace, you group related tables inside one Workbook and move between them with a tab.
Why Workbooks exist
A single enrichment workflow often spans more than one table. You might scrape a list of companies in one table, enrich contacts in a second, and push results to your CRM in a third. Without Workbooks, these three tables exist independently with no connection between them.
A Workbook brings them together:
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All related tables appear as tabs inside the Workbook.
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You can reference output from one table as input in another using cross-table column references.
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One Scheduled Job can trigger all tables in the Workbook in sequence.
What a Workbook contains
A Workbook contains:
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Tables - any number of tables, each as a tab.
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Cross-table references - columns in one table that pull values from a column in another table in the same Workbook.
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Workbook-level settings - name, description, sharing permissions.
Workbooks vs folders
Folders organize tables by grouping their links. A Workbook is different - it is a functional container that connects tables at the data level. Tables inside a Workbook can share data. Tables in different folders cannot share data directly.
Use a folder when you want to organize tables you maintain separately. Use a Workbook when tables in a workflow need to pass data to each other.
What you can build with Workbooks
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A multi-step lead enrichment pipeline: scrape LinkedIn, enrich emails, enrich phones, validate, push to CRM - each step as one table, all in one Workbook.
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A company research workflow: search companies, get employees, find decision makers - three tables, one Workbook.
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A recurring data refresh: scheduled enrichment that runs all three steps in order on a weekly cadence from a single trigger.