Creating a Template for Efficient 'Find People' Searches

Marcelina J. · 2025-03-27T11:13:33.613691+00:00

Hi all, I want to know if there is a way to make a template for 'Find People'? I would love to have a template that I can use in different workbooks, right now I have to manually go through all of the fields. We have very we have a very specific group of potential clients, so it is time consuming and not optimal

To create a reusable 'Find People' template in Clay: 1. Set up your desired 'Find People' search with the filters you want. 2. Duplicate the resulting table. 3. Move the duplicated table to a separate workbook. This method retains the table structure and filters without the data. You can then duplicate this template whenever needed across different workbooks. For easy identification, add '[Template Do Not Delete]' to the table title. This indicates which table should be duplicated for future use. Remember, when using the template, you can adjust the search parameters, limits, and filters as needed for each specific use case.

Source: Find People overview | Documentation | Clay University

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