How to Save Tables as Templates in Your Workflow?

Yes, you can save tables as templates in Clay. There are two approaches: For personal use: Duplicate your table and move it to a separate workbook. This retains the table structure without the data, and you can duplicate it when needed. Add '[Template Do Not Delete]' to the title to avoid confusion. For sharing: Use the "Share as template" feature by clicking Actions → Share as template → Turn on sharing. This creates a public template that shares your table structure with only one row of data. Both methods eliminate the need to manually copy and delete rows each time.

Sources: Share table as a template Share workbooks and tables as templates | Documentation | Clay University