AI Column Workflow Templates let you save a set of AI columns from one campaign and reuse them in another campaign without rebuilding each column manually. This helps you keep the same prompts, models, temperatures, and dependency logic across campaigns.
Learning Objective
By the end of this tutorial, you’ll know how to preview AI workflow templates, validate required inputs, inspect template logic, run generation, edit imported AI columns, and save your own workflow template.
Why This Matters
Reusable AI column workflows help you scale proven enrichment and personalization setups across campaigns, standardize best practices within your team, and reduce errors in workflows where one AI column depends on another.
Prerequisites
You have access to a campaign and can open its Lead list.
You already know how to create AI columns in a campaign.
To save a workflow template, your campaign should contain at least 2 AI columns.
Core Lesson — Step-by-Step Workflow
Phase 1: Understand what gets saved
Know what templates include.
Workflow templates save the AI column setup: column names, prompts, selected AI model, temperature, and dependencies between columns.
Know what templates don’t include.
Templates do not copy lead data or previously generated outputs. After adding a template, the AI columns still need to be generated.
Plan to recreate templates if needed.
If you want a different workflow setup later, update the AI columns in your campaign and save a new template version.
Phase 2: Preview an AI workflow template in your campaign
Open your campaign’s Lead list and start adding AI columns.
In the campaign, go to Lead list, click Add, then choose Create AI column. This opens the AI Column Templates browser.
Switch to workflow templates and choose one to preview.
In the template browser, select AI Columns Workflow, then click a workflow template from the left panel, such as Startup Qualifier.
Inspect the columns included in the workflow.
Review the AI columns in this table section to see which AI columns the template will create. You can click any column name to inspect its details.
Review the prompt logic for a specific column.
In Column details, check the prompt, model, and setup for that AI column so you understand how it works before using it.
Validate the required inputs.
Check Required input columns for this template to confirm your Lead list already contains the fields the workflow expects, such as
{{companyName}}{{website}}{{jobTitle}}
Use the template.
If everything looks correct, click Use this template to add the workflow’s AI columns to your campaign.
Confirm the AI columns were added.
Back in the Lead list, you should see the new AI columns added to the table.
After you add a workflow template
Check your variables. If a prompt depends on fields your campaign doesn’t have, add those fields or update the prompt.
Review imported logic. If columns depend on one another, make sure the sequence still matches your use case.
Run generation. Imported AI columns don’t auto-run.
Phase 3: Edit and generate AI columns
Start generation from a column header.
Click the play icon in the AI column header to generate values for that column.
Edit an AI column if needed.
Open the AI column header menu, then click Edit AI column.
Update the prompt and generate.
In the editor, adjust the prompt as needed, test it if helpful, then click Generate AI column.
Phase 4: Save AI columns as a workflow template
Open the save template flow.
From the campaign Lead list, open Create AI Columns and click Save AI columns as template.
Add template details.
Enter a Template name and, if helpful, a description that explains when the workflow should be used.
Review the included AI columns.
In the Columns section, confirm which AI columns will be saved as part of the workflow template.
Save the template.
Once the name and included columns are correct, click Save template.
Phase 5: Single-column note
Workflow templates are designed for multi-column setups. If you only want to reuse one AI column, save that column individually instead of creating a workflow template.
Practical Application — Common Workflows
Example 1: Standardize cold outreach personalization
Create AI columns for pain points, openers, and CTA suggestions.
Save them as a workflow template.
Reuse the template in future campaigns and verify required input fields first.
Generate outputs for your leads.
Example 2: Reuse a qualification workflow
Build AI columns for qualification, scoring, and next-step recommendations.
Save them as a template.
Preview the workflow in another campaign before using it.
Generate and review the results.
Best Practices
Name templates by outcome. Use names that describe the workflow’s purpose.
Check required inputs before using a template. Missing fields are the most common reason outputs don’t match expectations.
Review at least one column prompt before generating. This helps you catch placeholders or logic that should be customized for your campaign.
Test and edit after import if needed. Templates are a starting point and may need adjustments for your offer or audience.
Troubleshooting & Pitfalls
Issue: Imported prompts reference variables that don’t exist
Root cause: The workflow uses fields your campaign doesn’t have.
Fix: Add the missing lead fields or edit the prompt to use variables already available in your campaign.
Issue: Outputs aren’t generated after adding the template
Root cause: Adding the workflow only creates the columns.
Fix: Run generation from the AI column header.
Issue: The workflow doesn’t fit your exact use case
Root cause: Template prompts are reusable by design and may need campaign-specific edits.
Fix: Open the AI column editor, adjust the prompt, and regenerate the column.