> For the complete documentation index, see [llms.txt](https://docs.darcyiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.darcyiq.com/organize/lists.md). # Lists Structured data tables with AI-powered enrichment and processing Lists are structured, AI-powered data tables that let you organize information in rows and columns and then process it at scale with your AI agents. **Build custom data grids, upload existing spreadsheets, and let AI enrich every row with research, analysis, and insights — automatically.** {% hint style="success" %} **From Spreadsheets to Smart Data**: Upload a CSV of 200 target companies, assign an AI agent, and have every row enriched with company overviews, decision-maker contacts, tech stack details, and qualification scores — all in minutes. {% endhint %} ## Overview {% embed url="" %} Lists combine the familiarity of spreadsheets with the power of AI agents. Each list is a fully customizable data table where you define columns — including AI-enabled columns that are automatically populated by your agent when rows are processed. | Feature | Capability | Business Impact | | ------------------------ | ------------------------------------------------------ | -------------------------------------------------- | | **Typed Columns** | Text, Number, Boolean, and Date and Time columns | Sorting, filtering, and math that behave correctly | | **AI Enrichment** | AI agents research and fill columns automatically | Eliminate hours of manual data entry | | **Templates** | Start from pre-built templates or create your own | Get started in seconds with proven structures | | **Bulk Upload** | Import CSV or Excel files up to 10,000 rows | Bring existing data into the AI pipeline | | **Filter, Sort & Pivot** | Query and summarize on the server, not in your browser | Large lists stay fast to work with | | **Real-Time Processing** | Watch AI process rows live with status updates | Full visibility into enrichment progress | | **Team Sharing** | Share lists with Owner, Editor, or Viewer permissions | Collaborate on data across your organization | | **Export** | Download enriched data as CSV | Move results into your existing tools | ## How Lists Work ```mermaid graph LR A[Create List
or Use Template] --> B[Define
Columns] B --> C[Add Rows
or Upload CSV] C --> D[Assign AI
Agent] D --> E[Process
Rows] E --> F[Review &
Export] ``` | Step | What Happens | Your Action | | ------------------- | ------------------------------------------------------- | ------------------------------------------------- | | **1. Create** | Start a blank list or select a template | Name your list and choose a starting point | | **2. Columns** | Define what data you want to collect and enrich | Add columns, mark some as AI-enabled with prompts | | **3. Add Data** | Populate the list with rows manually or via file upload | Type entries or upload a CSV/Excel file | | **4. Assign Agent** | Select which AI agent will process the list | Pick from your organization's agents | | **5. Process** | AI researches and fills each AI-enabled column per row | Click Process and monitor real-time progress | | **6. Review** | Inspect enriched data, filter, and export | Download results or continue refining | ## Use Cases ### For Users * **Sales Prospecting**: Upload a list of target companies and have AI research each one — generating overviews, identifying decision makers, and scoring fit * **Vendor Evaluation**: Create a vendor comparison grid with AI-powered research on pricing, features, and market position * **Market Research**: Build lists of companies in a target segment and let AI enrich them with firmographics, tech stack, and growth signals * **Account Planning**: Maintain enriched account lists with up-to-date intelligence on customers and prospects * **Competitive Analysis**: Track competitors with AI-populated columns for product updates, funding, and strategic moves ### For AI Agents * **Lead Qualification**: Agents research each lead using web search, tech stack inspection, and CRM lookups to qualify or disqualify automatically * **Data Enrichment**: Agents visit company websites, analyze public data, and fill structured columns with validated information * **Opportunity Scoring**: Agents evaluate rows against custom criteria and produce qualification scores * **CRM Synchronization**: Agents pull data from connected CRMs (Salesforce, HubSpot) to enrich rows with existing customer data * **Bulk Submissions**: Agents process and submit enriched rows to external systems like AWS Partner Central ## Creating a List {% stepper %} {% step %} **Navigate to Lists** Click **Lists** in the sidebar to open the Lists home page. {% endstep %} {% step %} **Click "New List"** Choose to create a blank list or start from a template. Give your list a name and optional description. {% endstep %} {% step %} **Define Your Columns** Add columns to define the structure of your data. Mark columns as AI-enabled and provide prompt templates to tell the agent what to research. [Learn more about columns →](/organize/lists/columns.md) {% endstep %} {% step %} **Add Rows** Manually add rows one at a time, or use **Add data** to upload a CSV/Excel file of up to 10,000 rows. {% endstep %} {% step %} **Assign an AI Agent** Select which agent should process the list. The agent's instructions, personality, and MCP integrations will be used during processing. [Learn more about changing agents →](/organize/lists/processing-rows.md#changing-the-ai-agent) {% endstep %} {% step %} **Process and Review** Click **Process** to start AI enrichment. Monitor progress in real time, then review, filter, and export your enriched data. {% endstep %} {% endstepper %} ## Data Management ### Adding Rows | Method | Description | Best For | | ---------------- | --------------------------------------------------------- | ----------------------------------- | | **Manual Entry** | Add rows one at a time through the table UI | Small lists or individual additions | | **CSV Upload** | Import a `.csv` file with headers mapped to your columns | Migrating existing spreadsheet data | | **Excel Upload** | Import `.xlsx` or `.xls` files | Bringing in formatted workbooks | | **Ask Darcy** | Open chat from the list and ask her to add or update rows | Research-driven additions | ### Row Operations * **Edit**: Double-click a cell to edit its value in place * **View Details**: Single-click a cell to open the row detail panel and see every column at once * **Delete**: Remove individual rows, or select several and use **Delete Rows** * **Reprocess**: Re-run AI enrichment on selected rows, or on the whole list * **Export**: Download rows as CSV — everything, or just the complete or failed ones ### Upload Limits | Constraint | Limit | | ----------------- | ---------------------------------------------- | | **Max Rows** | 10,000 per file | | **Max File Size** | 25 MB | | **File Formats** | `.csv`, `.xlsx`, `.xls` | | **Replace Mode** | Optionally replace all existing rows on upload | {% hint style="warning" %} **Replace existing rows** deletes every current row and adopts the file's column structure. It can't be undone. {% endhint %} ## Finding & Summarizing Data Search, filters, and sorting run on the server, so a list with thousands of rows stays responsive — rows load in pages of 200 rather than all at once. The **Pivot** view summarizes your data with Count, Sum, Average, Min, and Max. See [Filtering, Sorting & Pivots](/organize/lists/filtering-and-pivots.md) for the details. ## Sharing & Permissions Control who can access and modify your lists: | Permission | Capabilities | | ---------- | --------------------------------------------- | | **Owner** | Full control — edit, process, share, delete | | **Editor** | Add/edit rows, add/edit columns, process rows | | **Viewer** | View list data, export | Share lists with individual users or with [Groups](/settings-and-configuration/groups.md) for bulk access management. ## Integration with Other Features ### Agent Integration * Lists use your configured [Agents](/core-features/agents.md) to process rows * Agents bring their custom instructions, MCP tools, and integrations * Switch agents at any time to change processing behavior ### MCP Integration * Agents with MCP integrations can access external systems during row processing * Connected CRMs, databases, and APIs are available as enrichment sources ### Chat Integration * Open chat from inside a list and Darcy can query it, add rows, and make bulk updates on your behalf * Chat uses the list's assigned agent, so its instructions and integrations apply * Reading and inserting rows happen directly; updating or deleting rows asks for your approval first ## Best Practices | Practice | Recommendation | | --------------------------- | ----------------------------------------------------------------------------- | | **Start with a template** | Use built-in templates to get a proven column structure, then customize | | **Limit AI columns** | 3–5 AI-enabled columns per list gives the best balance of speed and depth | | **Write clear prompts** | Specific column prompts produce better AI results than vague instructions | | **Test with small batches** | Process 5–10 rows first to validate column prompts before running a full list | | **Choose the right agent** | Assign an agent whose instructions and tools match the list's purpose | | **Use upload for volume** | CSV/Excel upload is faster than manual entry for anything over 10 rows | {% hint style="info" %} **Pro Tip**: Combine AI-enabled columns with manual columns. Use manual columns for data you already have (company name, website) and AI columns for data you want the agent to research (company overview, tech stack, decision makers). {% endhint %} ## Next Steps | Goal | Documentation | | ---------------------------------- | ---------------------------------------------------------------------- | | Learn about column types and setup | [Columns & Configuration](/organize/lists/columns.md) | | Filter, sort, and summarize data | [Filtering, Sorting & Pivots](/organize/lists/filtering-and-pivots.md) | | Process rows with AI agents | [Processing Rows with AI](/organize/lists/processing-rows.md) | | Use pre-built list templates | [List Templates](/organize/lists/templates.md) | | Learn about AI agents | [Agents](/core-features/agents.md) | --- # Agent Instructions This documentation is published with GitBook. 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