← Platform features

Templates

Build it once. Run it across every client, every list, every workspace.

Save any column action — or any chain of them — as a template. Deploy across client workspaces, share across team members, version-control every edit. Build the workflow on Monday; ship it across ten clients before lunch.

prospecting
ProspectingLinkedIn

Find 500 decision-makers at target accounts

4.812.4k uses145 min
EnrichmentWaterfall

Enrich a webinar attendee CSV

4.78.2k uses113 min
AIScoring

Score leads by ICP fit with AI Column

4.96.7k uses21 min

What you get

The capabilities, concrete.

  • Single column action

    "Find email" with your input mapping and credit policy. Right-click → Save as template.

  • Chain of actions

    "Find → verify → enrich → score → push." The whole pipeline as one named template.

  • Scheduled run

    Chain plus cron expression and trigger. Templates carry their schedule when deployed.

  • Full table schema

    Every column type, every action, every filter — saved as a workspace blueprint. New client workspace in seconds.

  • Versioned

    Every edit creates a new version. Roll back any deployment to a prior version per workspace.

  • Workspace-aware

    Same template, different workspace, different credit budget. No leaking client data.

How it works

The shape of the workflow.

Right-click any saved workflow → Save as template. Pick the visibility (private, team, public). Deploy to any workspace with one click. The same template runs in the table, over the API, and as an MCP tool.

FAQ

Frequently asked.

What can I save as a template?
A single column action, a chain of actions, a scheduled run, or a full table schema.
Are templates versioned?
Yes. Every edit creates a new version. Each workspace can pin to a specific version or auto-upgrade.
Can I share templates with my team?
Yes — private, team, or public visibility. Public templates show up in the workflow library.

Run it on your motion

See templates in your own workspace.

Free to start. No demo required. Five minutes to first run.