Workbooks in Vector Shift provide a powerful feature that allows you to group and manage multiple pipelines together. This can be especially helpful when you're working with complex workflows that involve several sub-pipelines.

With workbooks, you can:

• Easily switch between different pipelines within the same workspace
• Make edits to individual pipelines while seeing how they fit into the overall workflow
• Organize and manage your automation processes more effectively

Workbooks act as an overlay on top of your pipelines, giving you a centralized view and control over your entire automation setup. This can greatly simplify the process of building, maintaining, and iterating on your Vector Shift workflows, especially when dealing with a large number of interconnected sub-pipelines.

Vector Shift's new "Workbooks" feature allows you to group multiple pipelines together, making it easier to manage and edit complex automation workflows. In this example, we'll build a workflow to categorize a list of URLs as "target customers" or "not target customers" based on the content of the website.

First, we'll create a pipeline called "Target Customer Categorizer" that takes in a URL and the target customer criteria, summarizes the website content, and then categorizes whether the company is a target customer or not. This pipeline will output the categorization and a justification.

Next, we'll create a "Master Pipeline" that reads a list of URLs from a Google Sheet, calls the "Target Customer Categorizer" pipeline on each URL, and writes the results back to the Google Sheet. This allows us to easily apply the categorization process to multiple URLs.

The key benefits of using Workbooks here are:

1. Ability to easily switch between the "Target Customer Categorizer" pipeline and the "Master Pipeline" to make edits.
2. Handling of errors during the URL scraping process, where failed scrapes will be skipped rather than causing the entire run to fail.
3. Seamless integration with Google Sheets for input and output of data.

By leveraging Vector Shift's Workbooks feature, we can build a robust and flexible workflow to categorize target customers, making it easier to manage complex automation processes.

To create a master pipeline that applies the "Target Customer Categorizer" workflow to a list of URLs, follow these steps:

1. Create a new pipeline and name it "Master Pipeline".
2. Add a Google Sheets node to read the list of URLs from a spreadsheet.
3. Duplicate the "Target Customer" input node from the "Target Customer Categorizer" workflow the same number of times as there are URLs in the list.
4. Connect the "website" column from the Google Sheets node to the list of URL inputs.
5. Connect the duplicated "Target Customer" inputs to a single "Target Customer" input.
6. Add the "Target Customer Categorizer" workflow to the pipeline and connect the inputs.
7. Add a Google Sheets node to write the "Target Customer" and "Justification" outputs to the spreadsheet.
8. Configure the Google Sheets node to write the data to the appropriate columns.
9. Enable the "List Mode" option on the "Target Customer Categorizer" workflow to apply it to each item in the list.
10. Enable the "Error Handling Mode" option to handle any failures during the scraping process.
11. Run the "Master Pipeline" to apply the "Target Customer Categorizer" workflow to the entire list of URLs and populate the results in the Google Sheets file.

The workbooks feature in Vector Shift is a powerful tool that allows users to easily manage and edit multiple pipelines within a single interface. By grouping related pipelines into workbooks, users can seamlessly switch between different workflows, making the process of creating and maintaining complex automation processes more efficient.

The example provided demonstrates how workbooks can be leveraged to streamline a URL scraping and lead research workflow. By creating a reusable "target customer categorizer" pipeline and integrating it into a master pipeline, the user can efficiently process a list of URLs, categorize them based on their relevance to the target customer, and populate the results into a Google Sheet.

The ability to handle errors gracefully, skipping failed nodes and populating empty values, ensures that the workflow can continue to run even in the face of unexpected issues, further enhancing the reliability and robustness of the automation.

Overall, the workbooks feature in Vector Shift simplifies the management of complex automation processes, making it easier for users to create, maintain, and scale their workflows to meet their business needs.