Templates

Templates let you save your table's column configuration and apply it to new media lists with one click. Set up your workflow once, reuse it everywhere.

Why use templates?

Building a great media list workflow takes time — you configure columns for journalist profiles, relevance scores, email validation, pitch suggestions, and more. Templates save that work so you don't repeat it.

Common use cases:

• Save your agency's standard outreach workflow
• Create client-specific configurations
• Share proven workflows across your team

Saving a template

Any table can be saved as a template:

1. Open the table you want to save
2. Click the ⋮ menu in the toolbar
3. Select Save as Template
4. Give your template a name (e.g., "Agency Standard Outreach" or "Tech PR Workflow")

The template saves all your columns and their configurations, including:

• Column names and order
• Formulas and AI prompts
• Run-when conditions
• Column types (text, journalist profile, score, etc.)

Applying a template

When creating a new media list:

1. Click New List or start a new search
2. In the table setup, click Apply Template
3. Choose from your saved templates
4. All columns are added automatically

You can also apply a template to an existing table — new columns are added alongside your current ones.

Managing templates

View and manage your templates from Settings → Templates:

• Rename: Update template names as your workflow evolves
• Delete: Remove templates you no longer need
• Duplicate: Copy a template to create variations

Best practices

Name templates clearly: Use names that describe the use case ("Tech Journalist Outreach", "Podcast Guest Workflow") rather than generic names.

Start simple: Begin with a core set of columns, then iterate. You can always save a new version of the template.

Document your templates: Add a text column at the start with notes about when to use this template and any special instructions.