​
Overview

Bitscale provides Templates to make workflow building faster and easier. Templates let you quickly deploy enrichments, AI agents, or integrations with pre-configured settings, without starting from scratch. You can use:
  • Platform Templates: Prebuilt setups for AI agents, web search tools, normalization functions, content creation, or integrations.
  • Custom Templates: Save your own frequently used enrichments or prompt setups for reuse.

​
Where to Find Templates

  1. Open any grid.
  2. Go to Enrichments → Templates (top-right panel).
  3. Choose from:
    • Bitscale Templates (platform-provided)
    • My Templates (your saved custom templates)

​
Using a Platform Template

  1. Select a template from the list.
  2. If the template requires inputs (e.g., Company URL), map the relevant column from your grid.
  3. The prompt and setup are pre-configured.
  4. Run the enrichment across rows.
Example:
  • Choose a “Current Customers” template.
  • Map Company URL as the input.
  • Run the enrichment → retrieves a list of known customers for each company.

​
Creating Your Own Template

You can save any enrichment setup you’ve built as a template:
  1. Open the enrichment.
  2. Configure prompts, input mappings, and output formatting.
  3. Go to Tweak → Save Template.
  4. The template will be saved under My Templates for future reuse.
Example:
  • You create a BitAgent setup to check whether a company website has a login feature.
  • Save this setup as a custom template.
  • Next time, you can apply it instantly without reconfiguring.

​
Template Categories

  • AI Agent Templates: Web search, classification, content generation, normalization.
  • Integration Templates: API-based connections to CRMs, email tools, Slack, etc.
  • Custom Templates: User-created, tailored to specific use cases.

​
Best Practices

  • Use Platform Templates as starting points for common tasks.
  • Save Custom Templates for repetitive workflows you run frequently.
  • Share useful templates within your team for consistent setups.
  • Always review input mappings before running, as columns may differ grid-to-grid.

​
Summary

Templates in Bitscale save time by turning commonly used enrichments and integrations into one-click setups. With both platform-provided and user-defined templates, you can standardize workflows, reduce errors, and scale outbound processes more efficiently. For help with creating advanced templates, contact the Bitscale support team.