Templates

Browsing Templates

Browsing Templates The TexAu template library contains pre-configured enrichment tables with columns, data types, and providers already set up. Whether you need to find emails, verify company data, or enrich contact information, there is likely a template that fits your use case. Why Use Templates? Templates save you time. A lot of it. Instead of manually configuring columns, choosing providers, and setting up waterfall logic, you grab a template, customize it to your needs, and get enriching in minutes. Plus, TexAu's team curates templates based on what works best for real-world use cases, so you're starting with proven workflows. Accessing the Template Library Head to the Templates section in your TexAu workspace. You'll see a searchable, filterable library of templates ready to explore. The interface is designed to help you find exactly what you need, whether you know what you're looking for or you're just browsing for inspiration. Filtering Templates Narrow down the template library using these filters. You can mix and match them to find your perfect fit. By Search Keyword Start typing in the search box to find templates by name or description. Looking for "email verification"? Just type it. Templates matching your keywords will show up instantly. This is the fastest way to find a specific template. By Category Templates are organized into categories like: - Email Enrichment (finding work emails, verifying addresses) - Company Data (firmographics, technology stack, industry info) - Phone Numbers (work phone, direct dial) - Social Profiles (LinkedIn, Twitter, other profiles) - Job Titles & Roles (job title verification, role enrichment) - Location & Address (office locations, headquarters info) - Custom Use Cases (everything else) Click on a category to see all templates in that group. By Tags Templates are tagged with keywords like "sales," "recruiting," "verification," "bulk-enrichment," and "low-cost." Click any tag to see related templates. Tags make it easy to find templates for your specific industry or use case. Favorites (Your Personal Shortlist) See only templates you've favorited by toggling the Favorites filter. This is perfect if you have a few go-to templates you use regularly. More on favoriting below! Featured Templates TexAu's team highlights top-performing, most-popular templates as "Featured." These are curated based on high usage and success rates. If you are new to TexAu, start here. By Active Status Filter to see only Active templates (available and ready to use) or Archived templates (older versions, kept for reference). Most of the time, you'll want Active templates. By Role & Goal Some templates are optimized for specific roles: - Sales teams (prospect enrichment, account data) - Recruiting teams (candidate sourcing, background checks) - Customer Success (account information, support intel) - Marketing (audience targeting, firmographic data) Each template is also labeled with its primary goal, like "Verification," "Prospecting," "Bulk Enrichment," or "Real-Time Lookup." Sorting Options Once you've filtered, sort templates by what matters to you: Most Popular : Shows templates used most frequently across TexAu. High usage usually means high quality and utility. If you're unsure, this is a good starting point. Name (A-Z) : Alphabetical sorting. Use this if you remember a template's name or prefer organized lists. Newest (Recently Created) : See the latest templates added to the library. TexAu releases new templates regularly based on customer demand. Most Used (Usage Count) : Similar to "Most Popular," but shows the raw usage count across all TexAu users. A great indicator of proven value. Previewing a Template Found a candidate? Click on it to open the preview panel. This is where you see the full picture before committing. The preview shows: Template Overview : What does this template do? What problem does it solve? This description helps you decide if it's the right fit. Columns & Data Types : All the enrichment fields this template will create. For example, a "Work Email" template might include columns for primary email, backup email, and email confidence score. You'll see what you're getting. Data Providers : Which external services will this template use? (RocketReach, Apollo, Hunter, Clearbit, etc.) Knowing the providers helps you understand data quality and coverage. Waterfall Configuration : Does this template use waterfall enrichment? You'll see how many providers are lined up as fallbacks. More fallbacks = higher success rates, but potentially higher costs. Estimated Credit Cost : A rough estimate of how many TexAu credits enriching one row with this template will consume. This helps you budget and plan. The estimate assumes all providers are queried; actual cost depends on waterfall success. Tags & Metadata : Role, industry, use case, and other useful metadata to confirm this template matches your needs. Favoriting Templates Love a template? Star it. Click the heart icon or favorite button to add it to your personal favorites list. Your favorites appear: - At the top of the template library (when sorted by favorites) - In your Quick Access section - With a special indicator so you always know which ones you've marked Favoriting doesn't change anything about the template itself. It's just your way of bookmarking templates you use frequently or want to remember. Understanding Template Details Before cloning a template, take a moment to understand what you're getting: What Data Will I Enrich? : Read the template overview and scan the column list. Templates are specific. One template might find work emails, while another finds personal mobile numbers. Know which data you're getting. Which Providers Does It Use? : Templates rely on one or more external data providers. Some templates use premium providers (higher quality, higher cost). Others use cost-effective options. The preview shows all providers used. How Much Will It Cost? : The estimated credit cost gives you a ballpark figure. Remember, TexAu credits are based on actual provider usage. If waterfall finds a match on the first provider, you pay less. If all providers fail, you might not be charged at all (depending on your plan). The estimate is just a starting point. What's the Accuracy? : Read user reviews and ratings if available. Templates with lots of positive feedback are usually reliable. If you're data-quality-sensitive, this matters. Pro Tip: Start with Featured templates. They're curated by TexAu and proven to work well. As you get comfortable, explore templates in specific categories. Featured Templates: What Makes Them Special? TexAu's team reviews templates based on: - Actual user success rates (templates that deliver results) - Provider quality (templates using high-confidence data sources) - Broad applicability (templates useful for many teams) - Cost efficiency (templates that deliver value for credits spent) Featured templates are updated regularly. If a template drops in performance, it gets rotated out. What's Next? Ready to use a template you found? Head over to Using a Template to learn how to clone it and start enriching. Or if you want to learn more about how templates use multiple data providers, check out How Waterfall Enrichment Works. Questions about a specific template? Hover over the info icon next to any template name or reach out to the support team.

Create Your Own Template

Create Your Own Template This article explains how to save a table as a reusable template and share it with your team. What templates are A template is a saved column structure. It stores the column types, action configurations, and output mappings from a table, without storing any row data. Load a template on a new or existing table to replicate a workflow instantly. Templates save time when you build the same type of enrichment workflow repeatedly (like email finding or LinkedIn enrichment for new lead lists). Create a template from an existing table 1. Open the table with the column setup you want to save. 2. Click Templates in the top toolbar. 3. Click Save as template. 4. Enter a name for the template. 5. Enter an optional description. A good description helps your team understand when to use this template. 6. Click Save. The template is now available in your workspace's template library. Create a template from scratch 1. Click Templates in the left sidebar. 2. Click New template. 3. Add columns using the column builder. 4. Configure each column as you would in a regular table. 5. Click Save template. Templates created from scratch are blank. They contain no rows. Set which columns are included When saving a template, TexAu includes all columns in the table by default. If you want to exclude a column: 1. Before saving, click Customize template. 2. Uncheck the columns you want to exclude. 3. Click Save. Input columns (e.g., a LinkedIn URL column) are typically included. Enrichment output columns are included when you want to preserve the configuration. Remove intermediate or helper columns that are not useful in a fresh table. Share a template with your team Templates are available to all members of your workspace by default. No extra steps are needed to share. If you want to restrict a template to specific members, contact support. Workspace-level template access controls are available on certain plans. Load a template on a new table 1. Create a new table. 2. Click Load template at the top of the empty table. 3. Browse or search for the template. 4. Click Apply. The column structure from the template appears in the table. Paste or import your row data, then run enrichment. Edit a template 1. Click Templates in the left sidebar or in the top toolbar. 2. Find the template and click Edit. 3. Make changes to the column configuration. 4. Click Save changes. Editing a template does not change tables that already used it. Tables use a copy of the template configuration at the time they applied it. Delete a template 1. Click Templates in the left sidebar. 2. Find the template and click Delete. 3. Confirm the deletion. Deleting a template does not affect tables that already applied it. Troubleshooting The Save as template option is not visible in the toolbar. This feature is available on specific plans. Check Settings > Billing to confirm. The template I saved does not show up in the list. Refresh the page. If the template was just saved, it may take a few seconds to appear. Loading a template overwrites my existing columns. Loading a template adds columns to the table. It does not delete existing columns. If your table had columns before loading the template, you will have both your original columns and the template's columns. Delete any duplicates manually. A column in the template fails after loading because the integration is not connected. The template stores the integration name but not the credentials. Connect the required integration under Settings > Integrations, then run enrichment again.

Use the Global Templates Library

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.

Using a Template

https://www.loom.com/share/137e418d156b459dab40f42976dec07b Using a Template Templates are designed to be quick and easy. Pick one, clone it, tweak it if you need to, and start enriching. This guide walks you through the entire process, from browsing to running your first enrichment. The Template Workflow at a Glance Here's the flow: 1. Browse the template library (find one that fits) 2. Select your template (click to open preview) 3. Preview the details (columns, providers, cost) 4. Clone it to create a new table (one click, mostly) 5. Customize if needed (adjust columns, providers, settings) 6. Run your first enrichment and review the results Most of this takes minutes. Let's walk through each step. Step 1: Browse Templates Head to the Templates section and search, filter, or sort until you find what you need. Not sure where to start? Tip: Click Featured to see TexAu's top curated templates. See a template that looks promising? Move to step 2. Step 2: Select & Preview Click on the template to open its preview panel. This is your chance to confirm it does what you need. Look at: - What it enriches (the template description) - Columns you'll get (the fields it creates) - Providers it uses (where the data comes from) - Estimated cost (credits per row) - Waterfall setup (how it handles fallbacks) Everything look good? You're ready to clone. Step 3: Clone the Template Click the Clone Template or Use This Template button. TexAu will ask you to: 1. Name your new table (something memorable like "Prospect Email Enrichment" or "Q1 Leads") 2. Pick your workspace (if you have multiple) 3. Choose your data import method (CSV upload, API, or manual entry. More on that in a moment.) That's it. When you hit Create, TexAu clones the template and creates a new, independent table with all the template's configurations already in place. Important: Cloning creates a new table. The original template stays in the library untouched. You can clone the same template multiple times if you need to. What Happens When You Clone? When you clone a template, you get: All Columns Pre-Configured : Every enrichment column from the template is ready to go. If the template includes "Work Email," "Phone," and "Company Name," your new table will have all three, already set up with the right data types and provider settings. Provider Setup : Each column's data providers are configured exactly as the template designed them. If the template uses waterfall enrichment with 3 email providers, that's what your new table gets. Waterfall Logic : Provider fallback sequences are already in place. TexAu knows to try Provider A first, then B, then C. You don't have to set this up yourself. Data Types : Every column has the correct data type (email, phone, company name, etc.). TexAu knows how to validate and format each field. Settings : Credit-saving settings like "Stop on First Success" (if enabled) are inherited from the template. More on this later. Basically, the template gives you a fully configured starting point. You're not starting from zero. Step 4: Customize Your Table (Optional but Often Helpful) Now that you have a cloned table, you might want to tweak it. Maybe you don't need one of the columns. Maybe you want to add a custom field. Maybe you want to swap out a provider for a different one. All of this is possible. Adding Columns Click Add Column and create a new enrichment field. You can: - Name the column - Choose the data type (email, phone, company name, custom field, etc.) - Select which providers should populate it - Set up waterfall priority if using multiple providers This is where cloning saves you the most time. You're not building from scratch. You're extending a proven foundation. Removing Columns Don't need a column the template includes? Click the Delete or Remove button next to it. Your table will skip that enrichment. (This also saves credits since you're not querying those providers.) Changing Providers Want to swap out a provider? Or reorder the waterfall sequence? Click Edit on any column to: - See all available providers for that data type - Add a new provider to the waterfall - Remove a provider you don't want - Reorder providers by priority For example, if your "Work Email" column has RocketReach → Apollo → Hunter, you could change it to Apollo → RocketReach → Hunter if Apollo works better for your use case. Adjusting Provider Settings Some providers have configurable options. For example: - Confidence threshold (only return matches above X% confidence) - Coverage (only try providers with Y% coverage for your target audience) - Speed vs. cost (some providers have fast/expensive vs. slow/cheap modes) Check each provider's settings to fine-tune behavior. Pro Tip: Start with the template as-is. Run a small test enrichment. See how it performs. Then customize if needed. This keeps things simple and helps you understand what's actually working vs. what's just bloat. Step 5: Set Up Your Data Before you can run enrichment, you need to import data. TexAu supports several methods: CSV Upload : Drag and drop a CSV file with your input data (company names, contact names, domains, etc.). TexAu will match your CSV columns to your table columns and prepare them for enrichment. Paste Data Manually : Type or paste a few rows directly into TexAu. Good for quick tests or small batches. API Integration : Connect TexAu to your CRM, database, or application via API. Data flows in automatically. (Advanced option. Your admin can set this up.) Direct Import : Many integrations (Salesforce, HubSpot, etc.) allow direct syncing. Check the Integrations section. The template you cloned is preconfigured to understand these input formats, so setup is usually smooth. Step 6: Run Your First Enrichment Once your table has data and is configured, click Start Enrichment (or Run Now, depending on your interface). TexAu will: 1. Take each row of your input data 2. Query the providers in the order you configured (waterfall style) 3. Fill in the enrichment columns with results 4. Track the credits spent 5. Show you progress in real-time You'll see a progress bar, estimated time remaining, and a live count of enriched rows. Templates vs. Building from Scratch Should you clone a template or build a table from scratch? Here's how to decide: Use a Template If: - You know roughly what data you need (e.g., "I need to find work emails") - You want to save setup time (templates take minutes; building takes longer) - You're new to TexAu (templates are proven starting points) - Your use case is standard (email, phone, company data enrichment) - You want best-practice provider configurations Build from Scratch If: - Your use case is highly custom or unusual - You want full control over every setting from the start - You're already familiar with TexAu and have specific requirements - You're combining multiple niche data providers Most teams start with templates and customize from there. Common Customizations Here are tweaks teams typically make after cloning: Removing Expensive Providers : If the template includes a high-cost provider you don't need, remove it. Saves credits, speeds up enrichment (fewer providers to try). Adding Cost-Saving Logic : Enable "Stop on First Success" to stop querying after the first provider returns a result. Smart way to save credits while still getting good data. Adding a Custom Field : Maybe you want to capture a "Notes" field for manual entry, or a "Lead Source" that comes from your import data. Add it to the table. Renaming Columns : If you prefer "Mobile" over "Phone Number," rename it. Easier for your team to understand. Changing Waterfall Order : Reorder providers based on your experience. If Provider B consistently delivers better results for your use case, move it up. A Real Example Let's say you clone the "B2B Email Enrichment" template: Out of the box, you get: - Work Email column - 3 email providers in waterfall (RocketReach → Apollo → Hunter) - Email confidence score You customize it by: - Adding a "Job Title" column (using another template's provider config) - Removing Hunter because it's expensive and you don't need it - Renaming "Work Email" to "Email Address" for clarity You import data: - CSV of 500 company names and contact names You run enrichment: - TexAu finds emails for 420 of them (84% success rate) - Job titles for 310 of them - Total credits spent: 250 (because of waterfall efficiency) Result: You have enriched contact data ready to use in your CRM or sales tool. What's Next? Now that you know how to clone and customize templates, learn more about how they work. Check out How Waterfall Enrichment Works to understand how templates find data through multiple providers. Or if you want to explore data providers in detail, head to Managing Providers. Run into issues cloning or customizing? Reach out to the support team, or check out the FAQ for common setup questions.