Template gallery
Recipes
Section titled “Recipes”Recipes are complete workbook definitions (sources, waterfalls, AI and research columns, outputs) validated at load time against the live column types, provider registry, source registry and lead fields. A malformed recipe fails the test suite, not your workbook.
| Endpoint | Purpose |
|---|---|
GET /api/templates/gallery?category= |
Summaries and categories |
GET /api/templates/gallery/{slug} |
Full definition |
POST /api/templates/gallery/{slug}/instantiate with optional {name} |
Create a workbook (editor or admin) |
Categories: list-building, crm-hygiene, outbound, research, signals.
Shipped recipes: backfill-missing-fields, cold-email-personalization,
competitor-battlecards, crm-record-enrichment, d2c-brands-shopify,
domain-normalize-dedupe, email-verify-cleanup, enrich-and-sync-hubspot,
founder-outreach, funding-round-watch, hiring-signals-radar,
india-startup-market-map, it-services-india-directory,
job-board-intent-india, pre-call-account-briefs,
saas-buyers-review-sites, saas-founders-india, tech-stack-mapping,
webhook-export-pipeline.
Recipes may only use the webhook, crm and sequencer output destinations.
Legacy templates
Section titled “Legacy templates”GET /api/templates and POST /api/templates/{id}/create build a workbook
from a lead-field view (categories sales, recruiting, research,
agency, signals), copying any enrichment columns so the result is
immediately runnable.
Functions
Section titled “Functions”A function is a reusable column chain. Global admins create them
(POST /api/functions) and anyone with the editor role applies one to a
workbook (POST /api/functions/{id}/apply with {workbook_id}). The catalog
is global rather than per workspace, one of the few remaining admin-only
utilities noted on the roadmap.