Before you start
Use a test profile, synthetic data, and no production credentials. This guide is strategy and evaluation guidance, not managed implementation or support.
Import your data
Start with a CSV import or connect an integration. The free tier offers manual data import and 10 integration accounts.
Try AI transformations
Use AI to clean, categorize, or enrich your data. The free tier includes 5 AI tasks per month — test whether they save you time.
Connect an integration
Pull data from an API or service directly into your spreadsheet. Test whether the integration works with your data source.
Collaborate with teammates
Share your spreadsheet and test real-time collaboration. Decide if the free tier covers your team size.
Decide on the paid tier
If you need more than 5 AI tasks/month or more integrations, compare paid tiers against your productivity gain.
Completion checklist
- Data imported
- AI transformations tested
- Integration connected
- Collaboration tested
- Paid tier decision made