Using Sheets

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Creating a Sheet

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Create a Blank Sheet

1. Navigate to Automate → Sheets in the sidebar
2. Click the Create button
3. Select Blank from the dropdown
4. Your new sheet opens automatically

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Rename Your Sheet

1. Click on the sheet name in the header
2. Type your new name
3. Press Enter or click outside to save

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Working with Tabs

Tabs help you organize related data within a single sheet. Each tab has its own columns, rows, and workflow configurations.

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Create a New Tab

1. Click the + button next to existing tabs
2. A new tab is created and becomes active

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Switch Between Tabs

Click on any tab name to switch to that tab. The active tab is highlighted with a white background.

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Tab Actions

Click the dropdown arrow (▼) next to a tab name to access:

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Managing Columns

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Add a Column

1. Click Add a column button in the header row
2. Select the column type:
   • Text - Plain text data
   • Number - Numeric values
   • Markdown - Rich text with formatting
   • Workflow - Execute a workflow
   • Superblock - Run pre-built AI blocks

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Column Menu

Click on any column header to open the column menu:

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Change Column Type

1. Click the column header
2. Click on the current type (e.g., “Text”)
3. Select the new type from the submenu

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Hide and Show Columns

To hide a column:

1. Click the column header
2. Select Hide column

To show hidden columns:

1. Click Hidden columns in the toolbar
2. Toggle visibility for each column

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Managing Rows

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Add Rows

Add a single row:

• Click Add Row in the footer

Add multiple rows:

1. Click the dropdown arrow next to Add Row
2. Select Add 10 Rows

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Select Rows

• Click the row number to select a single row
• Hold Shift and click to select a range
• Selected rows are highlighted

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Delete Rows

1. Select the rows you want to delete
2. Click Delete X Rows button that appears in the footer
3. Confirm the deletion

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Editing Cells

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Enter Data

1. Click on any cell to select it
2. Start typing to enter data
3. Press Enter to save and move down
4. Press Tab to save and move right

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Edit Existing Data

1. Double-click a cell to enter edit mode
2. Modify the content
3. Press Enter or click outside to save

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Copy and Paste

• Use Ctrl/Cmd + C to copy selected cells
• Use Ctrl/Cmd + V to paste
• Paste works across multiple cells

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Adding Workflow Columns

Workflow columns are the core feature of Sheets. They connect your data to Slate Workflows for bulk processing.

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Step 1: Add a Workflow Column

1. Click Add a column
2. Select Workflow
3. The workflow selection modal opens

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Step 2: Select a Workflow

1. Browse or search your workflows
2. Click on a workflow to select it
3. The input mapping screen appears

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Step 3: Map Inputs

Each workflow input needs to be mapped to a sheet column:

1. For each workflow input field, select a source column from the dropdown
2. Required fields are marked with an asterisk (*)
3. Optional fields can be left unmapped

Example mapping:

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Step 4: Save Configuration

Click Save to add the workflow column. The column header shows the workflow name.

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Running Workflows

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Run for Selected Rows

1. Select the rows you want to process
2. Click the Run button on the workflow column
3. Workflows execute for each selected row
4. Results appear in the column cells

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Run for All Rows

1. Ensure no rows are selected
2. Click the Run button on the workflow column
3. All rows are processed

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Run a Single Row

When your sheet has at least one workflow column, a green play button (▶) appears on the left side of every row.

1. Click ▶ on the row you want to run.
2. All workflow columns in that row execute sequentially.
3. The button shows a blue spinner while running.

To stop a running row, click the spinner. A confirmation dialog asks “Stop sequential execution?” — confirm to cancel.

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Monitor Progress

• Cells show a loading indicator while processing
• Completed cells display the workflow output
• Failed cells show an error indicator

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Auto-Run on New Rows

Auto-run triggers workflow execution automatically whenever new rows are added to the sheet. Enable auto-run:

1. Click the Settings dropdown in the sheet toolbar.
2. Toggle Auto run rows on.

When enabled, each new row runs its workflow columns sequentially in the background. Auto-run only triggers when the first workflow column’s input is filled.

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Duplicate Check

Duplicate check detects rows with matching values across columns you choose. Duplicate rows are highlighted and skipped by auto-run. Enable duplicate check:

1. Click the Settings dropdown in the sheet toolbar.
2. Toggle Duplicate check on.
3. Select which columns to compare under Columns to compare.

Only newly added or updated rows are checked — existing rows are not re-evaluated. When duplicates are found, a Delete duplicate rows button appears in the toolbar. Click the button to permanently remove all duplicate rows while keeping the originals.

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Toolbar Features

The toolbar provides quick access to common actions:

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Hidden Columns

View and toggle visibility of hidden columns.

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Freeze Columns

Lock columns in place so they remain visible while scrolling horizontally.

1. Click Freeze columns in the toolbar
2. Select how many columns to freeze
3. Frozen columns stay visible when scrolling

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Row Height

Adjust the height of all rows:

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Undo / Redo

• Click Undo to reverse the last action
• Click Redo to restore an undone action
• Keyboard shortcuts: Ctrl/Cmd + Z (Undo), Ctrl/Cmd + Shift + Z (Redo)

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Updating Workflow Columns

You can modify a workflow column’s configuration after creation:

1. Click on the workflow column header
2. Select the workflow type option
3. Choose a different workflow or update input mappings
4. Click Save

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Best Practices

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Organize with Tabs

• Use separate tabs for different data sets
• Keep related workflows in the same tab
• Name tabs descriptively

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Prepare Data First

• Add and populate input columns before adding workflow columns
• Validate data formats match workflow expectations
• Test with a few rows before bulk processing

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Batch Processing

• Start with small batches (10-20 rows) to verify results
• Increase batch size once confident in the setup
• Monitor for errors during large runs

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Column Naming

• Use clear, descriptive column names
• Include the data type or purpose
• Avoid special characters

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Keyboard Shortcuts

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What’s Next

• See Use Cases for practical examples
• Explore Workflows to create custom workflows for your sheets