https://www.loom.com/share/6cb1753376f640659cb9e365a61c9a9c?sid=b080edae-9274-45de-81d9-f421084120cf

Key Points

1. Folder and Table Organization

• Use clear folder structures with client names and workbook purposes
• Name tables after their output properties for easy identification
• Keep workbook names descriptive and specific

2. Column Naming Conventions

• Mark input columns with (I) - e.g., "Company Name (I)"
• Mark output columns with (O) for data being exported
• Use descriptive names for workflow/middle-step columns
• Leverage Clay's AI column naming when available

3. View Management

• Maintain a "Default View" for general work
• Create an "Output View" showing only final output data
• Consider adding filters to show only completed rows
• Create additional filtered views as needed for specific workflows

4. Benefits of Proper Naming

• Easier handoff to team members and freelancers
• Faster comprehension when returning to tables after time away
• Reduced confusion when dealing with complex tables