Before you begin
You need permission to create Sheets and editing access to change existing data. Your plan’s artifact and storage limits apply. Reading a shared spreadsheet does not grant permission to edit it.Create your first spreadsheet
- Open Artifacts → New Artifact → Sheets.
- Enter a name, optionally add a description and project, and review the timezone.
- Select Build Manually for an empty grid, or Build with AI to continue with a brief in the Analyst.
- When creating the workspace’s first Sheets, answer Where should Sheets live?
This choice applies to every Sheets artifact in the workspace. Moving existing Sheets between storage providers is not available. Review storage and default settings under Settings → Sheets.
Import a workbook
Open a Sheets artifact, then choose File → Import workbook… → Choose a file. Supported files are CSV, TSV, XLSX, and XLSM, up to 100 MB per file. Each worksheet becomes a new booklet tab. Wait for the import to finish before checking the rows, headers, and detected column types. You can also attach a spreadsheet to an Analyst chat. The upload creates Sheets that the workspace’s default agent can query. Work created from a project chat stays with that project.Edit the grid
Type into cells, paste a range, or enter a formula beginning with=. Use the formula bar and function browser to inspect or build a calculation. Available functions are listed in the browser; do not assume every function from another spreadsheet application is supported.
Use Insert to add rows, columns, or a booklet. The Edit menu includes fill, find and replace, paste special, and clearing contents. The toolbar and Format menu control number formats, text, alignment, wrapping, and cell colors.
Edits save as you work. Watch the save or connection status before leaving. Use Undo and Redo for recent edits, or File → History & snapshots to inspect earlier versions. Restoring a version changes the current data; review it before proceeding.
Make data available for analysis
Keep headers meaningful and data columns consistent. Use Insert → Leaf from selection… to name a table range, or Scan for tables in the leaves panel to review suggested ranges. Check the header rows and boundaries before accepting a suggestion. A leaf gives the Analyst a structured table to query. Ask a specific question such as “Summarize completed orders by region from this spreadsheet.” For edits, describe the intended change and check the affected rows afterward.Organize and validate
- Filter views save filters and sort orders without changing the underlying rows. A view can be personal or shared with the workspace.
- Format → Conditional formatting… highlights cells that match a rule.
- Format → Data validation… adds constraints or dropdown choices. Warning rules flag an invalid value; rejection rules prevent it from being saved.
- Range protection controls who can change selected cells. It does not replace the artifact’s sharing permissions.