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Hey Clay, can I create and save my own templates in Clay?

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Hey Clay, can I create and save my own templates in Clay?

  • Avatar of Channeled
    Channeled
    APP
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    Yes, you can create personal templates in Clay in two ways: 1. For personal use: • Duplicate your existing table • Move it to a separate workbook • Consider adding '[Template Do Not Delete]' to the table title • This method preserves the table structure without data, allowing you to duplicate it whenever needed. 2. For HTTP API configurations: • You can save your custom configurations as templates • These can be reused across different tables and columns in Clay When using integration actions like HTTP API or Use AI, you can create, save, and run pre-configured templates through the enrichment panels.

  • Avatar of Channeled
    Channeled
    APP
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    Did that answer your question?

  • Avatar of Kate M.
    Kate M.
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    got it ok! thanks

  • Avatar of Channeled
    Channeled
    APP
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    Great! I'm here if you need any further assistance.

  • Avatar of Channeled
    Channeled
    APP
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    Thank you so much for sharing your feedback ​Kate M.​!