How do I save a template to use in my own workspace

There are several ways to save templates in Clay:

For personal table templates:

1. Duplicate your table

2. Move it to a separate workbook

For column group templates:

1. Select multiple columns by holding ⌘ (Mac) or ctrl (Windows)

2. Right-click and select Save as template

3. Name your template and click Create template [1]

For waterfall templates:

1. While creating a waterfall, select Save as template

2. Give it a name, description, and category

3. Select Save template [2]

To use saved templates later, go to Create New > Table > Use Template and choose from your saved templates. [3]

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no like a whole table or workbook as a template so I can create a new workbook

I understand you're looking to save an entire table or workbook as a template. I'll connect you to one of our human agents who can assist you further. 😊

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If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!

I want it to show up here

Hi Clark, thanks for reaching out to support!

Based on the current Clay functionality, you can't add your own workbooks or tables directly to that Template Library view. The templates shown there are Clay's pre-built templates.

The current workarounds are:

The ability to save full tables/workbooks as personal templates that appear in that library is actually a requested feature that doesn't exist yet.

We haven't heard back from you here, so we're going to go ahead and close this thread out.

Still need help here? Reply back and someone will jump back in.

Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!