Creating a Simple Email Waterfall Template with AI Prompts

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.

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.

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

Thanks. I'll give it a try. Is there a way to API into it?

Do you mean import data via an api?

Yes I'd like to bring it in via apli to that template.

Ah in that case, create the template like we talked about and then either:

Optionally, if you don’t mind having one really long list you can just use one table and continue building on top of it.

Thanks. I'll try it that way.

Sounds good. I’m here if you need anything

if you want to send data to a table via api then you might want to use a webhook table to create a template