Home Templates Use the Global Templates Library

Use the Global Templates Library

Last updated on Apr 06, 2026

Use the Global Templates Library

This article explains how to browse and use templates that TexAu and the community have published.

What the global templates library contains

The global templates library is a collection of pre-built workflow templates. These templates are ready to use. They cover common use cases like:

  • Finding emails from a list of LinkedIn URLs
  • Enriching companies from a domain list
  • Building a prospect list with phone and email
  • Verifying an email list
  • Pushing enriched leads to a CRM

Each template comes pre-configured with the right Action Columns, provider order, and output mappings. You apply a template, paste in your data, and run.

Open the global templates library

  1. Click Templates in the left sidebar.
  2. Click Library or Explore templates.

Browse and search templates

Use the category filters on the left to narrow down templates by:

  • Use case: lead enrichment, email finding, company research, data cleaning
  • Integration: filter by a specific provider like Apollo or BetterEnrich
  • Column type: filter by Action Column, Data Source Column, or AI Column

Use the search bar to find a template by name or keyword.

Read a template's details

Click a template card to open the details view. You see:

  • A description of what the template does
  • A list of columns the template creates
  • Which integrations the template uses
  • Estimated credit cost per row

Review the integration requirements before applying the template. If an integration listed in the template is not yet connected, you need to connect it before the enrichment can run.

Apply a template

  1. Find a template you want to use.
  2. Click Use template.
  3. Select an existing table or choose New table.
  4. Click Apply.

The template's column structure appears in the table.

Connect required integrations

If the template uses an integration you have not connected:

  1. A warning appears listing the integrations needed.
  2. Click Connect next to each integration name.
  3. You are taken to Settings > Integrations.
  4. Enter your API credentials.
  5. Return to the table and run enrichment.

Add your data

Templates create columns but no rows. To use a template:

  1. Paste your rows into the table. Each row needs values in the input columns the template uses.
  2. Check the input column headers to understand what data each needs (e.g., LinkedIn URL, company domain, full name).
  3. Click Run enrichment to start processing.

Troubleshooting

I applied a template but all output columns are empty after running. Check that your input data is in the correct format. For example, LinkedIn URL columns need full URLs (starting with https://linkedin.com/in/), not just handles or names.

The template I want requires an integration I do not have access to. Connect the integration under Settings > Integrations. Most data provider integrations require an account with that provider and an API key. Check the integration's Before you begin article for setup instructions.

A template is outdated or the action names no longer exist. TexAu periodically updates the global library. Contact support if a template references an action that no longer appears in the Select Action panel.

I cannot find a template for my specific use case. Browse by integration name or use case category. If nothing matches, create your own template from a table you configure manually and save it to your workspace library.