AI spreadsheet guide
Use AI for the spreadsheet work you can clearly review.
AI is most useful when you can name a concrete spreadsheet deliverable: the source data, target range or object, rules, protected areas, and expected output. Start with a bounded task, inspect the resulting cells or workbook objects, and expand only after the first result is correct.
Start with
One visible deliverable and the workbook context needed to produce it.
Use for
Formulas, cleanup, reports, charts, PivotTables, models, and narrow repairs.
Review
Source ranges, formulas, assumptions, formats, and downstream totals or charts.
01
Choose the spreadsheet task
Different jobs need different prompts and review checks. Start with the closest workflow instead of asking for a vague workbook improvement.
- Formula workflowAI formula generatorTurn a clear calculation rule into formulas placed in Excel or Google Sheets, then inspect their references.
- Cleanup workflowExcel data cleanup with AIStandardize imported values, split fields, remove duplicates, and verify the cleaned table before reporting.
- Reporting workflowAI PivotTable generatorDefine the source table, row and column fields, values, and filters for a reviewable PivotTable.
- Chart workflowAI chart generatorChoose a chart from the decision the reader needs to make and verify its source range and labels.
- Model workflowAI financial modelingConnect assumptions, formulas, scenarios, and outputs while preserving a visible audit trail.
- Repair workflowAI spreadsheet error fixerInvestigate the cause of a visible formula error before applying a narrow, reviewable repair.
02
Choose where the spreadsheet lives
Use the browser for a fresh AI-first workbook, or work through the dedicated Excel and Google Sheets experiences.
- ExcelAI for ExcelWork on formulas, cleanup, charts, PivotTables, formatting, and multi-sheet changes inside an Excel workbook.
- Google SheetsAI for Google SheetsUse plain-language spreadsheet requests from the Google Sheets sidebar and inspect the resulting sheet changes.
- Browser templatesStart from a structured spreadsheet templateOpen a practical budget, tracker, schedule, pipeline, or calendar in the browser instead of starting with an empty grid.
03
Learn a reviewable AI workflow
Good prompts define scope. Good spreadsheet work also checks the cells, formulas, assumptions, and output after the AI acts.
- GuideHow to Automate Excel With AILearn where AI can safely automate Excel work: formulas, cleanup, charts, pivots, formatting, and repeatable spreadsheet workflows.
- GuideHow to Use AI in Excel for FinanceUse AI in Excel for finance with a controlled budget-versus-actual workflow: prepare inputs, add formulas, review variances, repair errors, and reconcile results.
- GuideHow to Do Data Analysis in ExcelAnalyze data in Excel with clean tables, filters, pivots, formulas, charts, and review checks that turn raw rows into decisions.
- GuideExcel Dashboard TutorialLearn how to build a clean Excel dashboard from structured data: KPIs, pivots, charts, filters, and review-ready layout.
Use it
Start with a real spreadsheet.
These existing templates give the formulas or AI workflow named fields, sample rows, and a visible result to review.
- TemplateSmall Business BudgetPlan revenue, direct costs, overhead, and EBITDA in one compact operating budget. Keep H1 totals, margin, and owner notes visible without building a giant finance model.
- TemplateProject TrackerTrack tasks, owners, priorities, due dates, and blockers in one delivery board. Group work by stream, review progress, and keep next steps visible.
- TemplateCRM Lead TrackerTrack contacts, lead source, owner, next due date, and follow-up status in one lightweight CRM sheet. Keep hot opportunities and stale leads visible without paying for heavy sales software.
- TemplateContent CalendarPlan topics, channels, owners, publish dates, and content status in one editorial board. Track weekly campaigns and keep your publishing mix visible.
Do this with AI
Start with one spreadsheet task you can verify.
Open a workbook or template, describe the result and constraints, then inspect what changed. Griddy works in the browser, Excel, and Google Sheets.
Compare
Choose the right product path.
- ComparisonGriddy vs ChatGPTCompare Griddy and ChatGPT for spreadsheet work across the browser, Excel, Google Sheets, workbook editing, analysis, and everyday ease of use.
- ComparisonGriddy vs ClaudeCompare Griddy and Claude for spreadsheet work by platform coverage, Excel workflow, workbook editing, file creation, and product fit.
- ComparisonGriddy vs Gemini in Google SheetsCompare Griddy and Gemini in Google Sheets by spreadsheet surfaces, AI actions, Excel support, access, and everyday workflow.
- ComparisonGriddy vs RowsCompare Griddy and Rows by browser spreadsheet experience, AI editing, integrations, Excel and Google Sheets support, and everyday product fit.
- ComparisonGriddy vs Microsoft CopilotCompare Griddy and Copilot for Excel spreadsheet work, workflow, access, and product fit.