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Improve Template Workflow: Add Document Context Notification | Clay

Feedback & Requests

Improve Template Workflow: Add Document Context Notification

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Suggestion: bring document context in templates When using my own workbook as template, the documents in document context don't come with. It takes a while to manually re-enter them. This is probably difficult to engineer, so maybe just a notification (or an exclamation mark) next to the column would be nice!

1 comment

· Sorted by Oldest

Casper S.
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Hi! Absolutely:
I have multiple different documents in context over various AI columns in every table in every workbook. When I build a new workbook from a template, the AI columns (plus prompts etc) properly transfers, but the documents in context of these AI columns gets lost. This means I spend time setting up the correct context again and again.
Would make scaling to new verticals (for which we build a workbook each) so much faster. We have 10s of verticals, and this probably saves two hours of implementing/testing each. Meaning multiple hours saved!!
The point of templates is to have the same thing, duplicated. Not having it duplicated 1:1, especially with crucial context documents, defeats the purpose and the 'trust' in the templating function. What else gets lost? (nothing else as far as I can see, save Hubspot data imports which need to be 'reset').