List Templates

Pre-built and custom list templates for common workflows

Templates give you a head start by providing pre-configured column structures, AI prompts, and processing workflows for common use cases. Pick a template, add your data, and start processing — no column setup required.

Ready-Made Intelligence: The Lead List template comes with AI columns for company overview, decision makers, tech stack, and qualification scoring — all pre-configured with optimized prompts.

System Templates

DarcyIQ includes built-in templates designed for the most common list workflows:

Lead List

Build your sales pipeline with AI-powered prospect research and qualification.

Column	AI Enabled	Purpose
Company Name	No	Seed data — the company to research
Website	No	Seed data — company website for AI inspection
Company Overview	Yes	AI-generated summary of the company's business
Decision Makers	Yes	Key contacts with titles and LinkedIn profiles
Tech Stack	Yes	Technologies and cloud providers identified on site
Pain Points	Yes	Likely challenges based on company profile
Qualification Score	Yes	Fit score based on your ideal customer criteria

Agent tools: Web search, webpage visits, tech stack inspection, lead disqualification

Opportunity Grid

Manage and enrich sales opportunities with CRM integration and AWS partner validation.

Column	AI Enabled	Purpose
Company Name	No	Account name from your CRM
Opportunity Name	No	Specific deal or engagement
Industry	Yes	Validated industry classification
AWS Solutions	Yes	Relevant AWS solutions and services
Estimated Value	Yes	Projected deal value based on enrichment
Next Steps	Yes	Recommended actions based on opportunity analysis

Agent tools: Web search, CRM lookup, AWS solution validation, opportunity enrichment

Vendor List

Evaluate and compare vendors with structured AI research.

Column	AI Enabled	Purpose
Vendor Name	No	Company to evaluate
Website	No	Vendor website for research
Product Overview	Yes	What the vendor offers and key features
Pricing Model	Yes	Pricing structure and tiers
Strengths	Yes	Key advantages and differentiators
Weaknesses	Yes	Limitations and concerns

Agent tools: Web search, webpage visits, data submission

Using a Template

1

Create a New List Click New List from the Lists home page.

2

Select a Template Browse available templates and click the one that matches your use case. You'll see a preview of the included columns.

3

Name Your List Give the list a descriptive name and optional description.

4

Customize (Optional) After creation, you can add, remove, or modify columns. The template gives you a starting point — you're not locked in.

5

Add Data and Process Upload a CSV or add rows manually, then start processing.

Custom Templates

Create your own templates to standardize list structures across your team.

Creating a Custom Template

1. Navigate to the Lists section

2. Open the template management panel

3. Click New Template

4. Define the template name, description, and column structure

5. Configure AI prompts and column types

6. Save the template for reuse

Template Configuration

Field	Description
Name	Template display name
Description	What this template is designed for
Columns	Pre-defined column structure with types and AI configuration
Default Prompts	AI prompt templates for each AI-enabled column
Calibration Form	Optional form fields used by the Find Rows discovery chat

Sharing Templates

Level	Visibility
System	Available to all DarcyIQ users (built-in)
Organization	Shared with everyone in your organization
User	Only visible to you

Favorites

Mark frequently used templates as favorites for quick access. Favorited templates appear at the top of the template list when creating new lists.

Best Practices

1. Start with system templates: They include optimized AI prompts tested across many use cases

2. Customize after creation: Use a template as a starting point, then add or modify columns for your specific needs

3. Create org templates for standards: If your team frequently builds similar lists, create a shared template

4. Include calibration forms: Add discovery forms to templates so the Find Rows chat collects the right criteria

5. Document your templates: Use clear descriptions so team members know when to use each one

Pro Tip: When your team settles on a proven list structure with well-tuned AI prompts, save it as an organization template. This ensures consistent data quality across all team members' lists.