Clay Icon
Join the Community
02 Support

Copy Workflow Template to Save Time and Effort in Creating Same Workflow

Avatar of Pierre P.Pierre P.
·
·

How do I copy just the template of a workflow to create the exact same workflow without having to go and start all the enrichments all over again

3 comments

  • Avatar of Clay Team
    Clay Team
    APP
    ·
    ·

    You can duplicate the table so it works as a template. Inside the table -> Click the 3 dots next to the table's name/title -> DuplicateOr from the home page view -> 3 dots and duplicate.

  • Avatar of Clay Team
    Clay Team
    APP
    ·
    ·

    Then you can import new data sets into them so they run the same logic as the original. Let me know if you run into any issues!

  • Avatar of Pierre P.
    Pierre P.
    ·
    ·

    sweet. Thanks as always Arturo