Getting started

1. Create an account and workspace

Sign up, verify your email when requested, and complete the workspace setup. The workspace is where its members, Sheets, billing, and shared resources live.

2. Create a Sheet

Choose New Sheet from the sidebar or the Home page to create a private Sheet. Create a Sheet from a team folder when it should start in the team area.

3. Add the structure first

Add columns for the information you want to maintain - such as company, contact, status, URL, or date. Choose a column type that matches the value you expect. See Columns.

4. Work together deliberately

Use folders to keep related Sheets together. When a Sheet needs a wider audience, use its sharing controls rather than copying data into a second Sheet.

5. Add AI context when it helps

Open the AI assistant and attach the relevant Sheet. For repeatable research in a single field, use column enrichment instead of describing the same task in every chat.