Creating Dynamic Table Templates for Automatic Updates in Excel | Clay

Creating Dynamic Table Templates for Automatic Updates in Excel

Hi Team! I would like to know if it is possible to create a template table (Table A) that acts as a base for generating multiple new tables (Table 1, Table 2, Table 3). My goal is to ensure that when formulas in the template table (Table A) are updated, those changes are automatically reflected in the derived tables (Table 1, Table 2, Table 3). Is this functionality available?

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Yes, you can create tables from templates in Clay! Here's how to do it: 1. Open your workspace 2. Click +Create New > Table > Use Template 3. Choose your desired template from the list 4. Click Add to WorkspaceHowever, I should note that while you can create multiple tables from a template, changes made to the template after creating derived tables won't automatically update those tables. Each table created from a template is independent once created.If you need further assistance with templates, feel free to email us at support@clay.com. Source: Create a Table from a Template
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Was that helpful?
K. M.
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Is it a way to create an automatic update for tables created from a template?
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Currently, tables created from templates become independent once created, so changes to the original template won't automatically update the derived tables. However, you can use the auto-update feature for individual tables to automatically enrich new rows that are added to that specific table.You can manage auto-update settings by: 1. Clicking the three dots next to your table name and selecting "Auto-Update Columns" for table-wide settings 2. Going to "Run Settings" for individual column settingsJust keep in mind that while auto-update is helpful for automated workflows, it's best to turn it off while building your table to avoid unnecessary credit usage, and only turn it on when your setup is finalized. Sources: Guide: Ways to Save Clay Credits - Clay University Create a Table from a Template
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Is that what you were looking for?
K. M.
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Is it possible to copy a formula from Column A in Table A to Column B in Table B and automate this process, so any changes to the formula in Table A are automatically reflected in Table B?
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Yes, you can use our Write to Table integration to map columns between tables. Here's how: 1. Click "Add Enrichment" in the top right corner 2. Search for and select "Write to Table" 3. Select your destination table 4. Map your source column (Column A) to the destination column (Column B) 5. Enable auto-update in the run settings to automatically sync changesThis will help you maintain consistency between tables and reduce manual data entry. Just note that you'll need your Clay API key to set up the integration initially. Source: Write to Table - Clay University
K. M.
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But i would like to copy formula, not the values. If i'm correct write to other table maps only values
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Currently, there isn't a way to automatically sync formulas between tables. While we do offer auto-update functionality for enrichments and data within tables, this feature doesn't extend to automatically updating formulas across different tables. You would need to manually update the formulas in each table when you want to make changes.If you're looking to maintain consistency between tables, you might want to consider: 1. Using our Write to Table integration for syncing values 2. Creating a master template with your preferred formulas 3. Documenting your formulas for easy reference when updates are needed Source: Auto-update and Auto-dedupe Table
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Hi K. M.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: