AI Spreadsheet
The AI Spreadsheet lets you generate and organize AI-powered data in a familiar spreadsheet interface. Write prompts directly in cells using the =AI() formula and the results are generated by the configured language model.
To access this AI task, click AI Tasks and then AI Spreadsheet:
Interface Overview
The AI Spreadsheet interface is composed of five main areas, from top to bottom:
- Menu Bar - File operations such as importing files, loading templates, saving templates, duplicating templates, and exporting.
- Toolbar - Formatting controls, cell operations, find tools, AI generation status, and spreadsheet settings.
- Formula Bar - Displays the active cell reference and lets you view, edit, apply, or cancel the raw cell value or formula.
- Spreadsheet Grid - The main editing area where you enter data and AI formulas.
- Sheet Tabs - Click a sheet tab to switch sheets. Double-click the active sheet tab to rename it.
Menu Bar
The File menu provides the following operations:
- New - Resets the spreadsheet to a blank state.
- Open - Expand to reveal sub-options for opening spreadsheets:
- From this device - Import a local .csv, .xlsx, .xls, or .docx file from your computer.
- Load template - Open the template dialog and load a saved spreadsheet template.
- Save - Create a new template from the current spreadsheet, or update the existing template after changes.
- Duplicate - Create a copy of the current spreadsheet template so you can edit it separately. This is available after the spreadsheet has been saved as a template.
- Export - Download the spreadsheet as PDF or XLSX, or export the first worksheet as CSV.
Cloud save status
The cloud status indicator shows whether the spreadsheet is saved, saving, or has unsaved changes. Wait for the saved state before leaving the page if you need the latest template updates in the cloud.
Template dialog
The template dialog manages saved spreadsheet templates.
- Load - Open a saved template in the spreadsheet.
- Duplicate - Copy a template and continue from the duplicate without changing the original.
- Delete - Request deletion for a template you no longer need.
- Delete confirmation - Confirm the deletion before the template is permanently removed.
Toolbar
The toolbar provides quick access to formatting, cell operations, find tools, generation controls, and settings.
Home
History
- Undo - Revert the last action.
- Redo - Re-apply the last undone action.
Formatting
- Font Family - Choose from Default, Arial, Helvetica, Times New Roman, Courier New, Georgia, or Verdana.
- Font Size - Select a size from 8 to 36.
- Bold - Toggle bold text.
- Italic - Toggle italic text.
- Font Color - Pick a text color from the palette.
- Fill Color - Pick a background color for the selected cells.
- Alignment - Set horizontal alignment (left, center, right) and vertical alignment (top, middle, bottom).
- Wrap Text - Toggle text wrapping within cells.
- Borders - Apply border presets such as all borders, outer borders, individual side borders, or no border to the selected cells.
- Clear Format - Remove all formatting from the selected cells.
Cell Operations
- Merge / Unmerge - Merge the selected cells into one, or unmerge a previously merged cell.
- Freeze Columns - Freeze the first column so it stays visible while scrolling horizontally.
- Find & Select - Use Find, Replace, and Go To without leaving the spreadsheet grid.
- Sort - Sort the selected column in ascending or descending order.
AI generation progress
When AI formulas are running, the toolbar shows generation progress. Use Stop All to stop every active AI generation in the spreadsheet.
Settings
The Settings ribbon contains model limits, default prompt configuration, and save controls. Use Reset to restore previous settings and Save to persist changes.
Default prompt
Set the DEFAULT_PROMPT used by =AI() formulas that reference DEFAULT_PROMPT. The default prompt field supports slash autocomplete for inserting available variables and prompt helpers.
Select LLM
Select the language model used for AI formulas in this spreadsheet. The available model limits determine the usable context window, maximum response length, temperature, and speed options.
Context Window in tokens
How much text (conversation + documents) the model can consider at once. The upper limit depends on the selected model.
Maximum response length in tokens
Maximum response length: cap on tokens the model returns. The allowed range depends on the selected model.
Response temperature
Controls randomness of AI output; higher values yield more creative responses.
Answer speed
Adjusts the balance between response speed and quality; faster may be less accurate.
Right-side settings drawer
The right-side drawer exposes detailed Cell, LLM, and Retriever settings for AI formula cells. Select an AI formula cell and use the context-menu Advanced action to open it.
- Cell - Edit cell-specific details for the selected cell.
- LLM - Configure the model, prompt, model limits, and generation settings used by AI formulas.
- Retriever - Configure retrieval options that provide source material to AI formulas.
Formula Bar
The formula bar sits between the toolbar and the spreadsheet grid.
- Cell Reference - Shows the active cell (e.g. A1). Type a cell reference and press Enter to navigate to it.
- Value / Formula Input - Displays the raw value or formula of the active cell.
- Apply / Cancel - Use the apply button to commit formula-bar edits, or cancel to discard the pending edit.
- Insert selected range - Insert the currently selected A1 range into an AI formula draft without typing it manually.
AI Formulas
The =AI() formula is the core feature of the AI Spreadsheet. It sends a prompt to the language model and displays the generated response directly in the cell.
Basic Syntax
Type an AI formula in any cell. Prompts can use double quotes or single quotes:
=AI("your prompt here")=AI('your prompt here')For example, to generate a product description:
=AI("Write a short product description for a coffee mug")Use DEFAULT_PROMPT as the first argument to reuse the default prompt configured in Settings.
=AI(DEFAULT_PROMPT, A1)
Referencing Other Cells
You can pass cell values as additional context by listing A1 references after the prompt:
=AI("Translate the following text to French", A1)Multiple cell references are supported:
=AI("Compare these two items", A1, B1)A1 ranges are also supported as formula arguments:
=AI("Summarize this table", A1:B3)Inline Cell References with {{}}
You can also embed cells or A1 ranges directly inside the prompt using double-brace syntax:
=AI("Based on {{A1}}, calculate the total for {{B1}}")=AI("Summarize this range: {{A1:B3}}")Context Slots
Context slots inject data from the AI assistant's knowledge base into the prompt. The following slots are available:
- {{documents}} - Injects the relevant documents retrieved by the assistant.
- {{feedback}} - Injects answer examples and feedback data.
- {{chat_history}} - Injects the conversation history.
- {{question}} - Injects the original user question.
You can toggle context slots from the toolbar by clicking the sparkle icon. A checkmark indicates an active slot. Slots are added to or removed from the prompt automatically.
How Evaluation Works
When you enter an AI formula:
- The cell displays "Generating..." while the language model processes the prompt.
- The toolbar shows generation progress while formulas are running.
- Once the response is ready, the cell updates with the generated result and keeps the processed prompt values in cache.
- If you edit the formula back to the same processed prompt, the cached result is reused instantly.
Context Menu
Right-click on a cell, row, or column header to access the context menu.
Row Operations
- Insert row above
- Insert row below
- Delete row
Column Operations
- Insert column left
- Insert column right
- Delete column
- Extract from data - Available from a column header when the first row has a keyword. It extracts matching values and appends them below the existing data in that column.
Cell Operations
- Clear contents - Empties the selected cells.
- Regenerate - Available on AI formula cells only. Clears the cached result and sends the prompt to the language model again.
- Advanced - Available on AI formula cells only. Opens the settings panel to edit the prompt and configure the language model.
Sheet Tabs
Click a sheet tab to switch sheets. Double-click a sheet tab to rename it.