Using Own Template for Table Creation in Workspace

Benjamin L. · 2026-01-12T03:49:55.959Z

can you start from your own template in your own workspace for a table instead of duplicating everytime

Using Own Template for Table Creation in Workspace | Clay

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Yes! You can create personal templates to avoid duplicating tables every time. Here's how:
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Duplicate your table once
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Move it to a separate workbook - this keeps the table structure without the data
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Add '[Template Do Not Delete]' to the table title so you know which one to duplicate
When you need a new table, just duplicate from this template table instead of starting from scratch.
You can also create tables from existing templates by clicking + Create New > Table > Use Template and choosing from available templates. [1]
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Benjamin L.
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Can I create my own table template?
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Yes! You can create your own table templates in Clay. Here's how:
For full table templates:
1.
Duplicate your existing table
2.
Move it to a separate workbook - this keeps the structure without the data
3.
Add '[Template Do Not Delete]' to the title so you know it's your template
For column group templates:
1.
Select multiple columns by holding ⌘ (Mac) or Ctrl (Windows) while clicking column titles
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Right-click and select "Save as template"
3.
Name your template and click "Create template" [1]
This way you can reuse your custom setups without rebuilding from scratch each time.
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Benjamin L.
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when you create a table from template, theres only a few options - can I add templates there?
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The templates shown when creating a table are the official Clay templates available at clay.com/templates. [1] You can't add your own custom table templates to that list.
However, you can create shareable workbook templates by selecting "Share as Template" in the workbook dropdown menu, which creates a shareable link anyone can copy to their workspace. [2]
For reusable column setups, you can create column group templates by selecting multiple columns and saving them as templates for future use. [3]
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Benjamin L.
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Can I template a workbook or only a table?
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You can template both workbooks and tables!
For workbooks: Click on your workbook title → scroll down → toggle on "Share as Template" → copy the public link. [1]
For tables: Same process - click the table title → "Share as Template" → copy the link.
When you share as a template, only the structure and one sample row are shared, not your actual data.
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Benjamin L.
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I don't see it?
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The "Share as Template" option isn't in that dropdown menu. You need to click on the actual workbook title itself (where it says "Untitled workbook") - not the dropdown arrow next to it.
When you click directly on the workbook title, you should see the sharing options including "Share as Template" that lets you create a public link others can copy to their workspace.
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Benjamin L.
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not here

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