Share as Template
A working table is a workflow someone else can run. Share as Template packages it — columns, actions, prompts, and table logic — so it can be imported into a blank table elsewhere.
Templates are stored as JSON. See Templates for the full import and export flow.
What gets shared
| Included | Not included |
|---|---|
| Column structure and order | Row data |
| Action configuration | Enrichment results |
| AI prompts and dynamic variables | Your API keys |
| Table logic | Credit balance |
No leads leave with the template. It is the machine, not the output.
How to share
- Click the ⚙️ icon in the top-right of the table
- Click Share as Template
- Name it for the job it does — “Google Maps → verified email → Instantly”, not “Table 3”
- Share it with your team, or submit it to the public library
Make the template usable
Whoever imports it starts with an empty table and no context.
- Name columns by output, not by provider — “Work Email”, not “Action 4”
- Leave the prompts generic. Strip your own ICP wording out of AI columns so the next person can slot theirs in.
- Note the required input. A template that expects a domain in column 1 should say so in the column name.
- Check for your own keys. Swap any bring-your-own-key action back to the Sync GTM default if you are sharing publicly.
- Test it. Import into a blank table and run five rows before you send it out.
Submit a working template to the public library and you can earn 50 free credits — details on the Templates page.
Where to next
- Templates — importing, exporting, and the template library
- Workspaces — where an imported template lands