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 creating, opening, and saving spreadsheets.
- Toolbar - Formatting controls, cell operations, sorting, search, and AI context options.
- Formula Bar - Displays the active cell reference and lets you view or edit the raw cell value or formula.
- Spreadsheet Grid - The main editing area where you enter data and AI formulas.
- Sheet Tabs - Shows the current sheet name. Double-click 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 CSV file from your computer.
- Load template - Load a previously saved spreadsheet template from the server.
- Open Recent... - Quickly re-open a recently used spreadsheet.
- Save - Save the current spreadsheet to the server.
- Export CSV - Download the current spreadsheet as a CSV file.
Toolbar
The toolbar provides quick access to formatting and cell operations.
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.
- 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.
- 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.
- Search - Open a search bar to find text within the spreadsheet.
- Sort - Sort the selected column in ascending or descending order.
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. Edit it directly and press Enter to commit.
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:
=AI("your prompt here")For example, to generate a product description:
=AI("Write a short product description for a coffee mug")
Referencing Other Cells
You can pass cell values as additional context by listing them after the prompt:
=AI("Translate the following text to French", A1)Multiple cell references are supported:
=AI("Compare these two items", A1, B1)Inline Cell References with {{}}
You can also embed cell references directly inside the prompt using double-brace syntax:
=AI("Based on {{A1}}, calculate the total for {{B1}}")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.
- Once the response is ready, the cell updates with the generated result.
- Results are cached. If you edit the formula back to the same prompt, the cached result is reused instantly.
Context Menu
Right-click on a cell or column header to access the context menu.
Row Operations
- Insert row above
- Insert row below
- Delete row
Column Operations
- Rename column (header right-click only)
- Insert column left
- Insert column right
- Delete 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.
