This is how to create a workbook. A workbook in Workbase functions like a file and is an easy way to access all the data, formulas, and automations you need in one place. It's a way to organize your automations by use case.

All the magic of Workbase happens within workbooks.

Steps

To add a workbook click on the workbook icon in the nav bar on the left

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Now click add workbook on the top right

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You will then be taken to a new workbook where you can get started!

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