Simplifying Repetitive Clay Actions for Agency Client Searches

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I'm trying to find the best way to repeat a standard set of clay actions. For my agency, we run the same 4-5 searches for all our clients, just in different cities. I want to make this as simple and repeatable as possible but not sure how to go about it. I made a workbook and tried to duplicate it, but it's very finnicky this way. Any thoughts?

6 comments

· Sorted by Oldest

Rohail k.
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A good way to make your Clay workflows repeatable is to template your process instead of duplicating full workbooks manually that’s where it can get messy.
Asa H.
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thanks. I don't see where we can create our own templates though
Hasnain R.
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You can turn your process into a Clay template instead of duplicating workbooks set up your standard searches once, save it as a template and then just duplicate that template for each new client or city it’s far more stable and repeatable.
❤️1
Arpit C.
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Asa H., here you go:
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Arpit C.
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Also, please add a profile picture, thank you!
Asa H.
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I did that, but I don't see where the template is saved.
Loading attachments

Rohail k.
·
·
A good way to make your Clay workflows repeatable is to template your process instead of duplicating full workbooks manually that’s where it can get messy.
Asa H.
·
·
thanks. I don't see where we can create our own templates though
Hasnain R.
·
·
You can turn your process into a Clay template instead of duplicating workbooks set up your standard searches once, save it as a template and then just duplicate that template for each new client or city it’s far more stable and repeatable.
❤️1
Arpit C.
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·
Asa H., here you go:
Loading attachments
Arpit C.
·
·
Also, please add a profile picture, thank you!
Asa H.
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·
I did that, but I don't see where the template is saved.
Loading attachments