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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

IncludedNot included
Column structure and orderRow data
Action configurationEnrichment results
AI prompts and dynamic variablesYour API keys
Table logicCredit balance

No leads leave with the template. It is the machine, not the output.


How to share

  1. Click the ⚙️ icon in the top-right of the table
  2. Click Share as Template
  3. Name it for the job it does — “Google Maps → verified email → Instantly”, not “Table 3”
  4. 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