I have a question, like there is no defined source and we like using find local business tool to get the local business as per our ICP. (example use case) But we need to do the same for different locations, and as the source is not defined, and i want to directly share the source from one table to another and use the same template, i will just enter location. One method is that we will jst copy the template and save it as a template and whenever we want to enrich or get data, we can use it.. But in our case, we don't want this use this template and we want like pre defined set of features like set I will add location i get leads. Is there a way to do this, as i know enrichment can be moved but source can't. How can i do this??
You can achieve this using our "write to table" feature and column group templates:
Option 1: Write to Table
Option 2: Column Group Templates
Save your enrichment columns as reusable templates:
Select multiple columns (hold ⌘/Ctrl while clicking column titles)
Right-click and select "Save as template"
Apply this template to new tables instantly [3]
For Personal Templates:
Duplicate your table and move it to a separate workbook - this retains the structure without data. Add "[Template Do Not Delete]" to the title for clarity.
This way you can quickly set up new location-based tables with your predefined enrichment structure, just changing the location parameter each time.
Is that what you were looking for?
If you need any more help with setting up your templates or using the write to table feature, I’m here to assist. Would you like to provide more details about what you’re trying to achieve so we can continue?
I tried this approch but it does work. As i am trying to change the source directly.
You're correct that sources can't be directly transferred between tables. However, you can achieve your goal using these approaches:
Option 1: Personal Template Method
Duplicate your existing table with all enrichment columns
Move it to a separate workbook
Add "[Template Do Not Delete]" to the title
For each new location, duplicate this template and just change the location parameter in your "Find Local Business" tool
Option 2: Write to Table for Data Transfer
The template approach is most efficient since you can't change sources directly - you'll need to recreate the source configuration for each new location but keep all your enrichment columns intact.
Is that what you were looking for?
Involving Manual intervention gave me better data, but I want fully automated workflow
For a fully automated workflow without manual intervention, combine these features:
Scheduled Runs: Set up automatic re-runs by clicking the ⛭ icon → "On a schedule" → choose frequency (daily/weekly/monthly). [1]
Auto-Update: Enable table-level auto-update so new rows automatically trigger enrichments when added. [2]
Write to Table: Use Actions → Send table data to automatically transfer enriched data between tables with column mapping. [3]
This creates a continuous automated flow: new data triggers enrichments → scheduled runs keep data current → write to table transfers results automatically. No manual steps required once configured. [4]
Is that what you were looking for?
If you still need help refining your automated workflow setup, I’m here to assist. Would you like to share more about the specific challenges you’re facing with automation so we can explore solutions together?
Can i do this like i have 5 table for different location. Give shedule trigger to all Keep a child table that will have look up from each parent table.. And from those parents table this data will come in child table. And which location data i want to see, i will add filter like 1,2,3,4,5. And let us say i want to see data from location 1. I will enter 1 in filter, i will get all the leads from that place. Will this work?
Yes, this approach will work perfectly! Here's how to set it up:
Parent Tables (5 location tables):
Set scheduled runs on each table: click ⛭ icon → "On a schedule" → choose frequency [1]
Child Table Setup:
Use Actions → "Lookup Multiple Rows in Other Table" to pull data from each parent table [2]
Add a location identifier column (1,2,3,4,5) to distinguish data sources
Filtering:
Use table filters to show specific location data
Add filter groups with AND/OR logic for advanced filtering [3]
Enter "1" in your location filter to see only Location 1 leads
This creates an automated consolidated view where scheduled parent tables feed into your master child table, and filters let you view specific location data instantly.
Is that what you were looking for?
If you need any further assistance with setting up your tables and filters for this workflow, I’m here to help. Would you like to provide more details about any specific part you want to refine or understand better?
