Workspace basics
Find your way around the SheetAI workspace
Learn where the grid, sheet tabs, assistant, files, and everyday controls live so you can work without hunting for the next action.
The layout
A familiar grid with help close by
The SheetAI workspace is built around the spreadsheet grid. Your cells and formulas stay in the main work area, while the assistant sits beside them when you need to explain a task or review a change.
Use the top bar for file actions, import and export, account controls, and workspace settings. Use the sheet tabs along the bottom to move between parts of the same workbook.
Everyday work
The controls you will use most
Select a range
Click and drag across cells, or describe a range such as A2:D40 when you ask the assistant to work on a specific area.
Move between sheets
Keep source data, calculations, and summaries in separate tabs so each part of the workbook is easier to understand.
Review a change
Read the assistant response and change summary before you keep an edit. Narrow the request if you want a smaller, more controlled result.
Use the right view
Switch between the sheet and the conversation as the work changes. The best view is the one that makes your next decision clear.
A good habit
Keep the workbook easy to follow
- Give sheets clear names before you build on them.
- Keep raw imports separate from cleaned or calculated data.
- Use a small, named range when testing an assistant request.
- Save or export an important version before a large structural change.
If you are new to spreadsheet structure, continue with Sheets, Cells, and Formulas. If you want to work through the assistant, read AI Assistant.
Guest or signed in
Know when your work is saved
You can explore the editor and try a small draft before signing in. That draft is kept in the current browser, so treat it as a test space rather than a permanent home for important work.
Sign in when you need saved sheets, history, sharing, exports, or settings. If a workbook matters, save it before closing the tab or starting a different draft.
A typical session
Move through the workspace in a calm order
- Open or create the sheet you want to work on.
- Give the sheet a useful name and check the active tab.
- Review the headings and select the range that matters.
- Ask a focused question or make a small change by hand.
- Review the result, then save, export, or share it when it is ready.
This order keeps the purpose of the workbook visible. It also makes it easier to explain what happened when another person needs to pick up the work later.
When you are done
Leave the next action obvious
A useful workbook should tell the next person what is finished and what still needs attention. Give the summary a clear heading, keep unresolved rows together, and add a short note for assumptions that are easy to forget.
If the sheet will be updated again, leave the input area and calculated area easy to distinguish. If it is a finished report, consider sharing a view-focused version instead of the working sheet.