Templates

Two types of templates

System templates are built-in templates for common workflows, always available to everyone and can't be edited or deleted. Examples include:

• Company Research — columns for company overview, founding year, headcount, funding stage, website URL
• Lead Qualification — columns for industry, use case fit, company size, decision maker, qualification score
• Competitive Analysis — columns for product features, pricing, positioning, target customer
• Content Brief — columns for target keyword, search intent, audience, key points, competitor articles
• Document Extraction — columns for extracting specific fields from uploaded files

Custom templates are ones you create yourself from any column in any grid. Once saved, they appear in your template library alongside the system templates.

Column templates

A column template saves a single column's name, AI prompt, format type, and web browsing setting.

To save a column as a template

1. Open the column settings
2. Click Save as Template
3. Give the template a descriptive name (e.g., "LinkedIn URL Finder" or "Sentiment Analyzer")

To apply a template to a column

1. Open the column settings
2. Click Apply Template and choose from your library

Applying a template overwrites the column's current settings. The column name, prompt, format type, and browsing toggle are all replaced with the template's values.

Grid templates

A grid template saves an entire grid structure — all its columns, their names, prompts, format types, and settings. It does not save any rows or cell data.

To create a grid from a template

1. Click New Grid from the home screen or sidebar
2. Browse the template list and select one
3. The grid is created with all columns pre-configured — add your rows and start processing

To save your own grid as a template

1. Open the grid settings
2. Click Save as Template
3. Give it a name

Your saved grid templates appear in the template list alongside system templates when you create a new grid.

Managing your templates

Access your custom template library from the settings or template picker. You can rename or delete any custom template you no longer need. System templates cannot be modified.

When to use templates

• Starting a new project: If you run similar research repeatedly, save the grid as a template once and reuse it
• Sharing a workflow: Save a polished grid structure as a template so teammates start from the same baseline
• Specific columns: Save reliable, well-tested prompts (like a URL finder or sentiment analyzer) as column templates so you can drop them into any grid