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Overview

This page collects fuller reusable column templates for AI Tables. Column Guide covers how to choose and configure columns, including minimum working shapes. This page is the cookbook: copy a pattern, then adapt name, key, prompts, labels, and schemas to your workflow.

Prerequisites

Generate tokens in Dashboard API Tokens. For full setup, see Authentication.

Endpoints used

How to use these templates

Wrap one or more template objects in column_configs, then send them to Create columns. Wrapper example:
Before you copy:
  • on company tables, built-in company fields are created automatically
  • on company and people tables, custom agent columns get baseline row context automatically
  • most prompts on company and people tables should not mention company_name, company_website, full_name, profile_url, or role explicitly
  • if a template references another column, that dependency is intentional
When you add new columns to an existing table, usually run only the new work with mode: "new".

Company research templates

Description

ICP Summary

Employee Count

Annual Revenue

Founded Date

Pricing Notes

Recent News

Competitors

Expansion Signals

URLs and LinkedIn templates

LinkedIn Company URL

LinkedIn Company Data

Requires:
  • linkedin_company_url

LinkedIn Activity Summary

Requires:
  • linkedin_company_data

Careers Page URL

Crunchbase URL

Derived llm templates

Pricing Model

Requires:
  • pricing_notes

HQ Country From Company Profile

Requires:
  • company_profile

Revenue Band

Requires:
  • annual_revenue

Buyer Type

Requires:
  • company_description

Prioritization JSON

Requires:
  • company_profile
  • expansion_signals
  • annual_revenue
  • recent_news
If you want people-finder evidence in downstream scoring, first create a separate llm summary column from the people output, then reference that summary instead of the raw company_people_finder result.

People and contact templates

Leadership Finder

Engineering Leadership Finder

Decision Makers

Work Email

Requires:
  • full_name
  • profile_url
  • company_website
Configure with kind, name, and key only; no value field needed.

Direct Phone

Requires:
  • full_name
  • profile_url
  • company_website
Configure with kind, name, and key only; no value field needed.

Department

Seniority

Reverse Email Lookup

Scoring templates

All scoring examples below use the recommended pattern: agent + output_format: "grade".

Market Fit Score

Execution Readiness Score

AI-Native Score

Enterprise Fit Score

Competitive Axis Score

Common chains

URL -> LinkedIn fetch -> summary

  1. linkedin_company_url
  2. linkedin_company_data
  3. linkedin_activity_summary

Research -> classification

  1. pricing_notes
  2. pricing_model

Company -> people -> contact enrichment

  1. company_people_finder
  2. email_finder
  3. phone_finder
For design guidance before copying templates, go back to Column Guide.