Enhancements: Save Formula Templates & Apply Actions to Multiple Tables | Clay

Enhancements: Save Formula Templates & Apply Actions to Multiple Tables

Mohan · 2025-05-13T09:01:26.385352+00:00

1. Formula templates - allow us to save formula templates we use regularly (like we can with AI templates) 2. Apply actions to multiple tables at the same time. E.g. say we want to deploy a normalize first name enrichment and we have 5 tables we want to do it in. Currently, we need to go into each table and set it up separately. If there was a way to apply that enrichment at once to multiple tables, that would be amazing

Mohan

1.
Formula templates - allow us to save formula templates we use regularly (like we can with AI templates)
2.
Apply actions to multiple tables at the same time. E.g. say we want to deploy a normalize first name enrichment and we have 5 tables we want to do it in. Currently, we need to go into each table and set it up separately. If there was a way to apply that enrichment at once to multiple tables, that would be amazing

5 comments

Channeled
APP
·
·
Currently, Clay doesn't have a feature to save formula templates or apply actions to multiple tables simultaneously. However, we do offer some related features that might be helpful: 1. Enrichment Templates: We have ready-to-use templates for common workflows. You can explore these at clay.com/templates or add them within a table by clicking 'Add enrichment' → 'Templates'. 2. Enrichment Recipes: These allow you to run multiple enrichments together in a pre-configured sequence. You can save and reuse these recipes to streamline your enrichment process. 3. Column Group Templates: While not specifically for formulas, you can save columns into templates for easy reuse. For applying actions to multiple tables, you'd currently need to set up each table separately. Is there a specific workflow you're trying to optimize with these features? Understanding your use case might help us suggest alternative approaches within our current capabilities.
Sources: Meet your guides | Clay.com Meet your guides | Clay.com Enrichments | Documentation | Clay University
Gabe E.
·
·
Hi Mohan, Thanks for this! Really appreciate your feedback, so I'm glad you took a moment to share it with us. I'll relay this to our product owners. Any additional context is welcome, so we can keep your situation in mind as we build out the roadmap. Gabe
🙏1
Lazar R.
·
·
I literally came here to write the first point hahaha
Owen C.
·
·
Hey Mohan and Lazar! Seriously appreciate the feedback here, and think both of these points are valid and something I'd like to share with our team. :) Let me know if there's anything else we can do to help or unblock you in the meantime.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.