Creating a Simple Email Waterfall Template with AI Prompts

Looking for help with creating a template. I want to build a fairly simple template. Email waterfall, with hygiene, and a few simple AI prompts after. I opened a new workbook, but I cant just build a template. My goal is to import a CSV into Clay and have it run the waterfall and AI prompts automatically. It seems like I need to first build all the column headers that my csv will have, then, build out the enrichment headers that I will need? Is that the righty process. Can I then, just import directly into a template? Not sure the best way to do this.....

10 comments

Sean W.
·
·
Hey Josh, That’s exactly right. Just proceed with the process you outlined and if you run into any issues feel free to DM and i can help out.
Josh M.
·
·
How do I save it as a template that I can reuse? I think the best way is to build the sheet as I want it, then save it as a template. My plan is to import different files and have it run the automations.
Sean W.
·
·
I typically build the sheet, duplicate it, delete all rows, save the blank table with columns i want, and then duplicate that when uploading new files
Josh M.
·
·
Thanks. I'll give it a try. Is there a way to API into it?
Sean W.
·
·
Do you mean import data via an api?
Josh M.
·
·
Yes I'd like to bring it in via apli to that template.
Sean W.
·
·
Ah in that case, create the template like we talked about and then either:
1.
Duplicate template and pull info into new table via api and enrich
2.
Or pull data into template then duplicate and enrich
Optionally, if you don’t mind having one really long list you can just use one table and continue building on top of it.
Josh M.
·
·
Thanks. I'll try it that way.
Sean W.
·
·
Sounds good. I’m here if you need anything
kushagra t.
·
·
if you want to send data to a table via api then you might want to use a webhook table to create a template

Creating a Simple Email Waterfall Template with AI Prompts | Clay