Free template
AI Inventory Template
The same columns the workspace imports. Fill it in a spreadsheet, then import it in one step, or use it on its own.
Download CSV templateField guide
| Column | Meaning | Example |
|---|---|---|
| name | System or agent name | Website support chatbot |
| description | What it does | Answers client questions on the website |
| vendor | Vendor | Lumen Chat (example) |
| product | Product or model | Lumen Support Assistant |
| owner | Business owner (name and role) | Priya N., Client Care Lead |
| department | Department | Customer Service |
| purpose | Purpose | Deflect routine enquiries; escalate complaints |
| use_case | Use-case key | chatbot | recruitment | content-generation | agents | internal-productivity | credit | healthcare | custom-ml | voice-agent | automated-decision |
| affected | Affected individuals (semicolon-separated) | customers; prospects |
| jurisdictions | Jurisdiction keys (semicolon-separated) | CA; CA-AB; CA-ON; EU; US-CO |
| data_categories | Data category keys (semicolon-separated) | customer; internal; financial |
| deployment | internal | customer-facing | public | public |
| is_agent | yes / no | no |
| next_review | Next review date (YYYY-MM-DD) | 2027-04-01 |
Fields the workspace adds after import
Decision authority, human oversight level, lifecycle status with approvals, hosting locations, access permissions, agent permission matrix (authorized actions, connected tools, autonomy, override, escalation, logging), linked policies, controls, assessments, incidents and evidence. See How to create an AI inventory.