Understand how to work with your data safely

When you are testing a workflow, use a copy or a limited range whenever possible. Remove personal or confidential values that are not needed for the task. This makes review easier and reduces unnecessary exposure.

Keep raw source files separate from working copies. Label the version you are using so you can trace where a result came from.

• Share only with the people who need the workbook.
• Use protected ranges for important formulas and assumptions.
• Remove old access when a project ends.
• Review connected services and sign-in methods in settings.
• Use the official account and workspace pages for billing or profile changes.

The sharing guide covers workbook-level habits. Read the Privacy Policy and Terms of Service for the governing details.

Do not assume that a polished answer is automatically correct or appropriate for your use case. Review calculations, classifications, summaries, and any values that could affect a person or business decision.

Ask the assistant to show its range, assumptions, and exceptions when those details matter. Keep a human review step for sensitive or high-impact work.

Do not place passwords, one-time sign-in codes, or information that is unrelated to the task into a spreadsheet workflow. Use a copy or a limited range when you are testing a new process, and keep the original available for comparison.

Before sharing a result, check the visible sheets, hidden areas, notes, formulas, and access list. A report can contain more context than the cells you intended to show.

This guide explains practical habits inside SheetAI. The Privacy Policy explains how information is handled, while the Terms of Service explain the conditions for using the product. When a question involves an account, plan, or connection, use Settings or Contact support.

• Remove values that are not needed for the task.
• Work from a copy when the source is important or difficult to restore.
• Check who can view the workbook before sharing it.
• Review generated summaries and classifications before relying on them.
• Keep passwords and sign-in codes out of spreadsheet requests.

For a result that informs a business, financial, or people decision, keep the source version, the final version, and a short note about the checks you performed. You do not need a long report. Record the range, the date, and any judgment call that could change the result.

If another person will maintain the workbook, share the explanation with the sheet rather than keeping it in a private conversation.