Start with a blank sheet or your own data

Go to the SheetAI workspace and choose a blank sheet. You can explore the editor as a guest. Your draft stays in the browser until you sign in.

When you are ready to save work, use Google, Microsoft, or email sign-in. A signed-in account unlocks saved sheets, history, sharing, exports, and the full AI assistant.

There are three good ways to begin:

1. Enter a few values directly into a blank sheet.
2. Import a CSV, XLSX, or XLS file from the workspace header.
3. Choose a ready-made template when you want a useful structure before adding details.

For your first try, use a small range with clear column headings. That gives the assistant enough context to help without making the result harder to review.

Use the chat panel beside the sheet and write what you want in plain language. Be specific about the range, the result, and the format you prefer.

If you want a formula without opening the workspace, try the Formula Generator or browse the function reference.

SheetAI shows you what it is doing as it works. Depending on the request, you may see a proposed plan, a permission prompt before an edit, and a change summary after the edit. Read the ranges and descriptions before keeping a change.

If a change is not right, use the undo control attached to the response. You can also continue the conversation with a correction, such as asking SheetAI to update only a specific range.

Once the sheet looks right, keep it in your account, export it, or share it from the workspace header. The feature overview explains the broader workflow in more detail.

A good first session takes a task you already understand and reduces it to one clear outcome. For example, ask for a summary of one table, a check for duplicate rows, or a formula for one calculated column. You will know whether the result is useful because you already know what the data should roughly say.

Avoid starting with a workbook that has many unrelated tabs, unclear headings, or sensitive information you do not need for the test. Prepare a copy, select the relevant range, and add a sentence explaining the rule you want applied.

If the answer is too broad, name a smaller range. If the format is not useful, describe the columns or layout you want. If the rule is subjective, give two examples and explain what should happen in an ambiguous case.

You can also ask for an explanation before asking for a change. This is especially helpful when a formula, classification, or summary will be used by someone else. The Prompting and Prompt Library guide shows how to make those follow-up requests clearer.

• The sheet has a clear name and purpose.
• The selected range has headings that explain the values.
• The request states what should change and what should stay the same.
• You checked a few results against the source.
• The finished sheet is saved, exported, or ready to share.

That is enough for a successful first session. You do not need to learn every control before doing useful work. Keep the next task close to the one you just completed, then add complexity only when it earns its place.