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Issues with Creating Templates and Adding Formulas to Table | Clay

Issues with Creating Templates and Adding Formulas to Table

·Jul 29, 2025 07:52 AM·

I am also having issues. Not able to create template. Or use formula. When I create formulas it is running but not getting added in the table.

2 comments

· Sorted by Oldest

Clay
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For templates: Go to your workspace, click +Create New > Table > Use Template, choose from the list, and click Add to Workspace. For formulas: Add a new column, select Formula, type your request in the AI Formula Generator box (use "/" to reference columns), click Generate Formula, review the output, and click Save Formula. If formulas run but don't appear in your table, you might be in sandbox mode where outbound actions are disabled. Exit sandbox mode to see changes in your actual table. Alternatively, when editing formulas, ensure you're not selecting "Save and don't run enrichments" which would grey out columns. If enrichments aren't running, double-click the row and select "re-run this cell" or toggle auto-update off and on.
Sources: Create a Table from a Template Formulas Formulas | Documentation | Clay University Sandbox mode | Documentation | Clay University
Clay
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Hi Subha! Natalie here, I noticed we just had a conversation about creating the formula so I will merge the two tickets together to keep things streamlined. Please let me know if everything is working smoothly for you on your end, or if there is anything else I can help with. Thanks!