Custom fields let you add information specific to your research and workflow alongside Specter’s data. You can enter values yourself or ask the Specter Agent to create and fill fields with its research, from a company’s core product to your investment rationale.
Use them to compare companies on the details that matter to you, record assessments, and track priorities or follow-ups. The Agent can also fill new fields for companies already in a list.
You can fill these columns yourself or ask Specter Agent to research and fill them.
Create a custom field
Open a list you can edit and switch to Table View. If you need a list first, follow Create and Add to Lists.
1. Open Display. Click Display at the top right of the table.
2. Choose Create custom field. You’ll find this at the bottom of the columns panel.
3. Name the field and choose its type. Use a name that tells your team what to enter, such as “Core product”, “Priority” or “Next follow-up”. You can also add a description explaining what belongs in the column.
For Single select or Multi select, add the options people should choose from. For example, a Priority field could have High, Medium and Low.
Field type | What it stores | Example |
Text | Written information, including a few lines of notes | Core product or investment rationale |
Number | A score, count, or amount | Investment fit score |
Date | A calendar date | Next follow-up |
Checkbox | A yes/no value | Research reviewed |
Single select | One option from a list you define | Priority: High, Medium, or Low |
Multi select | Multiple options from a list you define | Strategic themes or products of interest |
4. Click Create field. The new column appears in your list. Choose its type carefully: you can edit the field’s name, description and options later, but its type cannot be changed after creation.
Add or edit values
Select a custom-field cell to enter or change its value. For text, numbers and dates, press Enter to save or Escape to cancel. Selection fields save as you choose an option.
AI-filled cells are highlighted in blue. Expanding an AI-filled cell shows Added by AI. When you edit a value yourself, the blue highlight is removed.
Review AI-filled values before using them in your research. Normal Agent fills preserve values entered or edited by a person. Replacing those values requires an explicit instruction and confirmation.
Choose which columns to display
Open Display to select or deselect columns and change their order. Hiding a column changes the view; it does not delete the field or its values.
Ask Specter Agent to create and fill fields
In Agent chat, type # to select the list you want to work with. Tell the Agent which field to create, what it should contain, and which entries to fill.
For example:
“On my AI Infrastructure list, add a Text field called ‘Core product’. Fill it for every company already in the list with one sentence describing what the company builds.”
You can also ask the Agent to fill an existing field or show the custom columns alongside funding, headcount and HQ. Be explicit about whether your request covers new entries, existing entries or both.
Save chat results with custom fields
When you save a table of results from Agent chat to a list, you can choose which custom columns to bring with it.
Use the result’s save-to-list control and choose the destination list.
Keep Add these custom fields to the list on and select the fields you want to include.
If the list already contains entries, turn on Backfill the rest of the list when you want the Agent to fill those new fields for existing entries too.
If Fill the list’s other custom fields is shown, use it to request values for the destination list’s existing fields for the new entries.
Review your choices, then click the Add button showing the number of entries.
The field choices control which columns are added and whether existing list entries are filled too.
If you cannot see Create custom field, check that you have opened a list in Table View and have permission to edit it.