Streamlining Workbook Duplication for Outbound Messaging Campaigns
Problem: I built a workbook for outbound messaging based on hiring signals, but when I try to duplicate it as a template for different campaigns, it breaks due to hardcoded table references and enrichments. Current Workflow:
Looks up open roles for specific job titles
Aggregates roles by account and filters by threshold
Finds contacts, checks/adds them to HubSpot
Generates custom messages using hiring signals + Claygent research
Sequences contacts in outreach
Issue: When I duplicate this workbook to test different hiring signals, table references and enrichments don't update properly, requiring manual rebuilding each time. What I need: Guidance on how to structure this workbook to be easily reproducible/templatable so I can quickly test different campaigns without rebuilding the entire workflow. Specific help needed:
How to avoid hardcoded table references when duplicating workbooks
Best practices for making enrichments dynamic/reusable
Workflow structure recommendations for campaign templates