Workbooks

Build Multi-Step Pipelines in Workbooks

Build Multi-Step Pipelines in Workbooks This article walks through building a complete multi-step data pipeline using Workbooks. Each step lives in its own table, and the tables pass data to each other using cross-table column references. Coming soon: Workbooks are not yet available in all accounts. This article covers how they will work when the feature rolls out. What a multi-step pipeline looks like A pipeline breaks a complex workflow into stages: | Step | Table | What it does | |------|-------|-------------| | 1 | Scrape | Pulls raw prospects from LinkedIn or a data source | | 2 | Enrich | Adds email, phone, company data | | 3 | Validate | Checks email deliverability | | 4 | Output | Pushes clean records to your CRM | Each table takes input from the previous table via cross-table column references. Running the pipeline means running each table in sequence. Build a pipeline Step 1: Create the Workbook and first table 1. Click Workbooks in the left sidebar. 2. Click New Workbook and name it, e.g. Weekly Outreach Pipeline. 3. In the first table tab, configure your data source. - For LinkedIn scraping: add a Data Source Column using an Apify search action. - For a CSV import: import your file as the starting data. 4. Run the first table to populate it with data. Step 2: Add the enrichment table 1. Click + to add a new table tab. Name it Enrich. 2. Click Add Column and select Cross-Table Reference. 3. Choose the first table as the source and select the LinkedIn URL column. 4. Configure the key match on LinkedIn URL. 5. Add Action Columns for email and phone enrichment: - Find Work Email by LinkedIn URL (BetterEnrich) - Find Mobile by LinkedIn URL (BetterEnrich) 6. Map the LinkedIn URL cross-table column as input for both action columns. Step 3: Add the validation table 1. Add another table tab. Name it Validate. 2. Add a cross-table reference pulling the Email column from the Enrich table. 3. Add an Action Column: Verify Email (BetterEnrich) or Identify Email Type (TexAu Utility). 4. Map the email cross-table reference as input. Step 4: Add the output table 1. Add a final table tab. Name it Push to CRM. 2. Add cross-table references pulling from both the Enrich and Validate tables: - Email (from Enrich) - Phone (from Enrich) - Email verification status (from Validate) 3. Add an Action Column: - Create Contact (HubSpot) or Create Person (Pipedrive) 4. Add a formula column to filter out invalid emails before pushing: IF(email_status = "invalid", "skip", "send"). 5. Configure the CRM action to only run on rows where the formula column equals "send". Run the pipeline manually 1. Open the Workbook. 2. Start with the first table tab. Click Run All Rows. 3. Wait for it to complete. 4. Click the second table tab. Click Run All Rows. 5. Continue through each table in order. Run the pipeline on a schedule 1. Open the Workbook settings. 2. Click Schedule. 3. Set the frequency (daily, weekly, etc.) and the start time. 4. Select whether to run all tables in sequence or a specific table. 5. Click Save Schedule. When the Scheduled Job triggers, TexAu runs each table in the pipeline in the order they appear as tabs. Pipeline design tips - Keep each table focused on one task. Do not combine scraping and enrichment in the same table. - Use a key column consistently across all tables. LinkedIn URL or Email works well as the shared identifier. - Add a formula column at the end of each table to flag incomplete or problem rows before they move to the next step. - Name your tables clearly - Scrape, Enrich, Validate, Push is easier to navigate than Table 1, Table 2. Troubleshooting A later table has blank cross-table columns even though the earlier table has data. Verify that the source table ran successfully and has data in the column you are referencing. Refresh the cross-table column by re-running the destination table. The pipeline runs out of order. Tables run in the order they are run manually, or in tab order when running on a schedule. If you need a specific execution order, arrange your tabs in that order by dragging them. One table fails mid-way and corrupts downstream tables. Add a formula column at the end of each table to filter bad rows before the next table runs. This prevents incomplete data from propagating downstream.

Create and Manage Workbooks

https://www.loom.com/share/874a083f00094c7d9f8aba7b15c47efd Create and Manage Workbooks This article explains how to create, rename, and manage Workbooks in TexAu. Coming soon: Workbooks are not yet available in all accounts. This article covers how they will work when the feature rolls out. Create a Workbook 1. Click Workbooks in the left sidebar. 2. Click New Workbook. 3. Enter a name for the Workbook. 4. Click Create. The Workbook opens with one empty table tab ready for you to configure. Add a table to a Workbook Tables inside a Workbook work like any other table in TexAu. You can configure them with Data Source Columns, Action Columns, and formulas. 1. Open the Workbook. 2. Click the + icon next to the existing table tabs. 3. Choose New Table or Import Existing Table. 4. The table appears as a new tab in the Workbook. Important: Once a table is inside a Workbook, it is part of that Workbook. You cannot move a table between Workbooks after it has been added. Rename a Workbook 1. Click the Workbook name at the top of the page. 2. Edit the name inline. 3. Press Enter to save. Rename a table tab inside a Workbook 1. Double-click the table tab name. 2. Edit the name. 3. Press Enter to save. Reorder table tabs 1. Click and hold a table tab. 2. Drag it to the desired position. 3. Release. Delete a table from a Workbook 1. Right-click the table tab. 2. Select Delete Table. 3. Confirm the deletion. Deleting a table removes all its data permanently. Any cross-table columns that reference this table will stop returning data. Delete a Workbook 1. Open the Workbook. 2. Click the Settings icon at the top right. 3. Select Delete Workbook. 4. Type the Workbook name to confirm. 5. Click Delete. Deleting a Workbook deletes all tables inside it. This action is permanent. Share a Workbook Workbooks follow your workspace-level sharing permissions. If your workspace is shared with team members, they can access all Workbooks by default. To restrict access to a specific Workbook: 1. Open the Workbook. 2. Click Share in the top toolbar. 3. Select team members or roles who should have access. 4. Click Save. Troubleshooting I cannot find my Workbook in the sidebar. Check that you are in the correct workspace. Workbooks are workspace-scoped. If you switch workspaces, your Workbooks from the previous workspace will not appear. The + button to add a table tab is grayed out. Your current plan may limit the number of tables allowed within a single Workbook. Check your plan limits under Settings > Billing. I deleted a table from the Workbook and now cross-table columns show errors. Deleting a source table breaks any cross-table references that pointed to it. You will need to update those columns to point to a different source or remove them.

Cross-Table Column References

Cross-Table Column References Cross-table column references let one table inside a Workbook pull data from a column in another table in the same Workbook. Use them to chain tables together so output from step one becomes input for step two. Coming soon: Workbooks are not yet available in all accounts. This article covers how they will work when the feature rolls out. Before you begin - Both tables must be inside the same Workbook. - The source table must have at least one column with a data type that matches what the destination table needs. Add a cross-table column reference 1. Open the destination table (the table that will receive data from another table). 2. Click Add Column. 3. Select Cross-Table Reference as the column type. 4. Choose the source table from the dropdown. 5. Choose the source column from the dropdown. 6. Click Save. The column populates with data from the source table, row by row. Rows are matched by their position in the table unless you configure a key-based match. Key-based row matching By default, row 1 in the destination table pulls from row 1 in the source table. If your tables have different numbers of rows or rows in a different order, use key-based matching. To configure key-based matching: 1. Open the cross-table column configuration. 2. Toggle on Match by key. 3. Select the key column in the source table (e.g., LinkedIn URL, Email, Company Domain). 4. Select the corresponding key column in the destination table. 5. Click Save. TexAu will match rows where the key values are equal, regardless of row position. Common pattern: LinkedIn URL as the shared key Most enrichment workflows use LinkedIn URL as the shared key across tables: - Table 1: Scrapes LinkedIn profiles - outputs LinkedIn URL, name, headline. - Table 2: Finds emails - uses LinkedIn URL as input. Add a cross-table reference to pull the LinkedIn URL from Table 1, keyed on LinkedIn URL. - Table 3: Finds phone numbers - same pattern, matched by LinkedIn URL. This way each table can run independently or in sequence, and all results stay linked to the same contact. Update behavior Cross-table references reflect the current state of the source table at the time the destination table runs. They do not update in real time. If the source table is re-enriched, run the destination table again to pull in the new values. Troubleshooting Cross-table column shows blank values for some rows. If you are using key-based matching, the key value in the destination table may not match any key in the source table. Check for formatting differences - trailing spaces, different URL formats, or case differences can prevent a match. Use a formula column to normalize the key before matching. The source table dropdown does not show all expected tables. Only tables inside the same Workbook appear as options. Tables in other Workbooks or standalone tables are not available. Move the source table into the same Workbook if it is not already there. Key-based match is returning wrong rows. Verify that your key column contains unique values. If the same LinkedIn URL or email address appears in multiple rows, the match may return the first matching row rather than the intended one. Deduplicate your source table before running.

What Are Workbooks

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: - All related tables appear as tabs inside the Workbook. - You can reference output from one table as input in another using cross-table column references. - One Scheduled Job can trigger all tables in the Workbook in sequence. What a Workbook contains A Workbook contains: - Tables - any number of tables, each as a tab. - Cross-table references - columns in one table that pull values from a column in another table in the same Workbook. - 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 - 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. - A company research workflow: search companies, get employees, find decision makers - three tables, one Workbook. - A recurring data refresh: scheduled enrichment that runs all three steps in order on a weekly cadence from a single trigger. Next steps - Creating and Managing Workbooks - Cross-Table Column References - Building Multi-Step Pipelines