Create a new workbook Last updated: Aug 16, 2026

Build a new workbook from scratch — or let Insight AI draft one for you.

1. Open Workbooks, then click the Publisher Portal link in the right sidebar to open the Publisher.
2. Click + New Workbook.
3. Enter a Name and, optionally, a Description, then click Create.
4. On the Configure screen, define your fields, add sections and rows, then set the status to Active to publish it to the Portal.

Shortcuts: have Insight AI generate a whole workbook by describing what you need, Import a workbook from a previously exported file, or Clone an existing workbook as a starting point. Deleted workbooks can be restored from Trash.