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Efficient Method to Reuse Flow for Tailored Email Creation with Multiple Clients

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Hi clay team, have a question about efficiency and making my life easier. So, I've built a flow that essentially looks at the last 10 linkedin posts that a contact has done, analyzes those posts for the best one aligned to my client's value prop and then there are several prompts that work to write each paragraph of a first email to make it tailored. There are about 67 columns in this table. I'd like to reuse this same flow (obviously changing a few key columns such as value proposition, airtable account and smartlead campaign dropped to, etc.) What is the most efficient way to do this so I can plug and play this table and add future clients to it.

  • Avatar of Clay T.
    Clay T.
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    Hi Dominick, you can create a tempolate here:

    4562b493-8d87-447f-93de-02e841d8d527.png(21 kB)
  • Avatar of Dominick C.
    Dominick C.
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    Thanks Juan. So once I do that, I can then just import leads from any location and it will all auto populate. The best move is to probably turn off the table at first, correct?

  • Avatar of Clay T.
    Clay T.
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    Hey!! Yup, that's the logic you can follow there!

  • Avatar of Dominick C.
    Dominick C.
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    Hey Arturo, following up on this. When I duplicate table, it doesn't bring over any of the enrichment columns, only the data columns. This means I need to manually build that whole flow again. Isn't there a way for me to build a full template where all I need to do is configure these fields for the next client vs. having to build the whole thing all over again.

  • Avatar of Clay T.
    Clay T.
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    Hey Dominick! Do you have an example of a table you duplicated that didn't copy your original table logic/workflow? That should be default behavior which is what a template should be in this caseCould you try doing that again and let me know if you run into issues?

  • Avatar of Clay T.
    Clay T.
    APP
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    You shouldn't have to start from scratch if you duplicate a table. You only add new data into it and should work

  • Avatar of Dominick C.
    Dominick C.
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    Okay, I've copied it, but it looks like there is another bug

  • Avatar of Dominick C.
    Dominick C.
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  • Avatar of Dominick C.
    Dominick C.
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    these filters are automatically being added when I duplicate it

  • Avatar of Clay T.
    Clay T.
    APP
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    Ah, well, that wouldn't be a bug because those are active filters you have applied. You can have separate views where you don't have filters applied and just the standard workflow as a Default View.

  • Avatar of Dominick C.
    Dominick C.
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    None of these were applied in the one I copied it from

  • Avatar of Dominick C.
    Dominick C.
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    That's why it was so weird

  • Avatar of Clay T.
    Clay T.
    APP
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    I see what happened now, the copy directed you to the "Errored Rows" view right away instead of opening the Default view

  • Avatar of Clay T.
    Clay T.
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    We have two preset Views in each table with the corresponding filters auto-applied to each one and that would be it. I'll report this but believe there's a ticket already.

  • Avatar of Clay T.
    Clay T.
    APP
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    So to solve this, just switch to your original/default view and you should be good.

  • Avatar of Dominick C.
    Dominick C.
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    okay, thanks!