Once a sheet is created, you populate it by adding documents (rows) and questions (columns). The AI then fills each cell automatically.
Adding documents
Documents form the rows of a sheet. Each document in a row represents one set of answers for all of the sheet’s questions.
- Open the sheet in the sheet editor.
- Click Add Documents in the sheet header.
- A document picker panel slides open showing your project’s document library.
- Select one or more documents and click Done.
The selected documents appear as new rows in the sheet. Answer cells begin generating immediately for any questions already in the sheet.
You can use the search and filter tools inside the document picker to find specific documents, including folder navigation.
Adding questions (document sheets)
Questions form the columns of a sheet. Each question is asked against every document in the sheet.
- Click the + Add Question button in the column header area of the sheet.
- A new column appears with its header in edit mode. Type your question and press Enter to confirm.
- The new column is added and answer cells begin generating for all documents already in the sheet.
You can rename a question at any time by clicking its column header.
Cell processing states
After adding documents or questions, cells are generated asynchronously. Each cell shows a status indicator in its row checkbox column:
| Indicator | Status |
|---|
| Clock icon | Pending — queued for processing |
| Spinning orange circle | Processing — actively being generated |
| Green checkmark | Ready — answer is available |
| Red X | Error — generation failed |
Viewing answers
- Click a document name in the first column to open the document in the side-by-side PDF viewer, where you can read the source material alongside the sheet.
- Hover over a cell with a long answer to see the full text in a tooltip.
Column resizing
Drag the edge of any column header to resize it. Resized column widths are saved automatically.
Removing documents or questions
- Remove a document (row): Select the row checkbox and use the row actions menu to remove it from the sheet.
- Remove a question (column): Click the column header actions and select Remove.