Grids

The home screen

When you first log in, you land on the home screen. It shows:

• Recent grids — your five most recently opened grids, displayed as cards for quick access
• Projects — all your project folders, each containing their own grids

Click any grid card to open it. To see all grids in a project, click the project in the left sidebar.

Creating a grid

Blank grid: Click New Grid and choose "Blank." You start with an empty table and configure everything yourself. Best when you already know what columns you need.

From a template: Click New Grid and pick from the template list. Templates come pre-loaded with columns and example prompts for common workflows. You can customize anything after creating the grid.

Import a spreadsheet: Click New Grid and choose "Import spreadsheet." Upload an .xlsx, .xls, or .csv file and the app will create the grid with all your columns and rows already populated. The first row of the file is used as column headers. Limit: 5,000 rows. This option is only available when creating a new (empty) grid.

Duplicating a grid

Right-click any grid (on the home screen, in a project, or in the sidebar) and choose Duplicate. A full copy is created with new IDs: columns and their configuration (prompts, format types, settings), all rows, and all cell data. Sharing is not copied. Extremely large grids may hit size limits and cannot be duplicated in one step.

Renaming a grid

Click the grid name at the very top of the screen to edit it inline. Press Enter or click elsewhere to save.

The grid toolbar

The toolbar sits above the grid and contains actions that apply to the whole grid:

• Search — filters which rows stay visible as you type
• Compact rows — toggle next to Search (horizontal lines). When on, rows use a fixed single-line height and long cell values show a truncated preview; turn it off for taller, multi-line rows
• Process / Stop — runs AI generation for all pending cells, or cancels active jobs while processing
• Chat assistant — opens the AI chat panel for this grid
• More (⋮) — Export (Excel), Share (read-only link), Settings, and Import XLSX/CSV when the grid is empty

Add or manage grid in a project

When creating a new grid: If you have a project selected in the sidebar, a new grid is created inside it automatically.

Moving an existing grid: Right-click the grid and choose Add to project, then select the target project from the submenu. To remove a grid from a project, right-click and choose Remove from project.

Grid settings

Click the Settings icon to open the settings panel. Here you can:

• Rename the grid
• Add or manage documents — upload PDFs, Word files, PowerPoints, or images that your AI columns can reference
• Column processing order — when columns depend on each other (e.g. one column @mentions another), set the order in which they run: Auto (from @mentions), Manual (drag to order), or None. See AI Processing for details.

Deleting a grid

Right-click the grid (on the home screen, in a project, or in the sidebar) and choose Delete. This is permanent and cannot be undone. All rows, columns, and cell data are removed.

Exporting

Click Export in the toolbar to download the grid as an .xlsx file. All column names, cell content (including AI-generated values), and formatting are included.