Onboarding Chatbot

The Onboarding Chatbot is a guided wizard that helps new users create their first AI-powered workflow in minutes. It walks you through a 5-step process to generate a ready-to-use spreadsheet configuration — no formula knowledge required.

Looking for the AI Assistant? The Onboarding Chatbot is a quick-start wizard for generating your first workflow template. For ongoing conversational assistance with your spreadsheets, see the AI Assistant.

Getting started

The onboarding chatbot appears on the main spreadsheet page. Look for:

“Not sure where to start? Let our AI guide you!”

Click this button to launch the wizard.

What you need:

A general idea of your data and goals
3-5 minutes to complete the process
No technical knowledge required

The 5-step journey

A progress bar at the top shows your advancement through each step.

Step 1: Sector selection

Choose your industry:

E-commerce — Product catalogs, inventory, online retail
Marketing — Campaigns, content, customer engagement
HR — Recruitment, employee management, job descriptions
Finance — Reports, analysis, forecasting
Healthcare — Medical records, patient data
Education — Course content, student data
Legal — Contracts, compliance, documents
Real Estate — Property listings, market analysis

Step 2: Workflow type

Select the type of workflow based on your needs:

Type	Best for	Structure
Simple	Quick one-to-one transformations	Input → AI → Output
Advanced	Multiple outputs from one input	Input → Multiple AI outputs
Compare AI	Quality comparison across providers	Input → Multiple AIs → Best result
Multi-step	Sequential processing pipelines	Input → Step 1 → Step 2 → Output

Step 3: Use case selection

The chatbot presents 4-6 use cases tailored to your sector and workflow type. Examples for E-commerce + Simple:

Generate SEO-optimized product descriptions
Create compelling product titles
Generate product keywords and tags
Write product specifications

Choose from suggested prompt templates or write your own. The chatbot provides examples with clear descriptions of what each prompt generates.

Workflow formula patterns

Simple workflow

A2: Input data
B2: =LLM(CONCAT("Your prompt here ", A2), "default")

Advanced workflow

A2: Input data
B2: =LLM(CONCAT("Generate title for ", A2), "default")
C2: =LLM(CONCAT("Write description for ", A2), "default")
D2: =LLM(CONCAT("List keywords for ", A2), "default")
E2: =LLM(CONCAT("Create FAQ for ", A2), "default")

Compare AI

A2: Input data
B2: =LLM(CONCAT("Your prompt ", A2), "chatgpt")
C2: =LLM(CONCAT("Your prompt ", A2), "gemini")
D2: =LLM(CONCAT("Your prompt ", A2), "claude")
E2: =LLM(CONCAT("Combine best: ", B2, " | ", C2, " | ", D2), "default")

Multi-step

A2: Input data
B2: =LLM(CONCAT("Step 1: ", A2), "default")
C2: =LLM(CONCAT("Step 2 using: ", B2), "perplexity")
D2: =LLM(CONCAT("Final step: ", C2), "default")

After generating your workflow

Once the workflow is imported into your spreadsheet:

Review the generated formulas in each column
Add your own data in column A (or whichever column is the input)
Click Process to execute all formulas
Check the results and refine prompts if needed

For more complex needs or ongoing assistance, switch to the AI Assistant.

Troubleshooting

Issue	Solution
Chatbot does not open	Enable JavaScript, refresh the page, or clear browser cache
Slow responses	Complex workflows take a few seconds to generate — watch the loading indicator
Workflow not importing	Make sure you are on the spreadsheet page with no other import in progress
Unexpected results	Try a different workflow type or refine your prompt in step 4
Want to start over	Use the Reset button to return to step 1