How to Create a Private Template for Automated Table Formatting | Clay

How to Create a Private Template for Automated Table Formatting

Is there a template option that is not necessarily public? For example when I want to create a table with some basic data enriched that all my tables have, what would be the best way to do t his automatically when uploading a new file? So far I just duplicate it and then go from there

6 comments

Channeled
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To create a non-public template with basic enriched data in Clay: 1. Create a table with the desired enrichments and structure. 2. Duplicate this table. 3. Move the duplicate to a separate workbook. 4. Add "[Template Do Not Delete]" to the table title. When you need to use this template: 1. Duplicate the template table. 2. Move it to your desired workbook. 3. Upload your new file to this duplicated table. This method creates a personal, non-public template that you can reuse, automatically including your basic enriched data structure.
Source: Create a Table from a Template
Lazar R.
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I see, but that's more of a workaround, would be nice to have it as a feature similar to "Save as template" for the AI enrichments we can use
Channeled
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We already have a "Save as Template" feature for various enrichments in Clay, including AI-related ones. Here's what you can do: 1. For AI enrichments: When using the "Use AI" integration, you can save custom prompts as templates. 2. For group columns: You can create reusable templates by selecting multiple columns and clicking "Save as Template". 3. For waterfall sequences: You can build custom waterfalls with any enrichment and save them as templates. These features allow you to create and reuse your custom setups across different tables in Clay, saving time on repetitive tasks. If you need more specific functionality, please let me know, and I can provide further guidance.
Sources: Clay Scheduling, Trigify integration, group column templates, Metaprompter updates, and more! Webflow integration, Reddit monitoring, Oakie AI for public filings, waterfall templates, The Swarm for warm intros, and AI previews Enrichments | Documentation | Clay University
Lazar R.
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The AI misunderstood my latest suggestion, so I just wanted someone from the team to take a look at it 😄 I don't actually need more help on this end, just wanted to send it in
Owen C.
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Hey Lazar, thanks so much for reaching out! At the moment, the best approach is to keep a table in your workspace as a template and duplicate it whenever you need to add new data. Totally hear you on this and we really appreciate the feedback. We've gone ahead and logged it on our end for the team to review. Let us know if there's anything else we can help with, we’re always here!
Channeled
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