AI Notes
AI Notes are a memo pad you write for each workbook. When starting a conversation, the agent refers to the AI Note to better understand the context of that workbook. Writing down the workbook’s purpose, key sheet structure, and rules to follow helps the agent work more accurately.
Why Use AI Notes?
By default, the agent looks at the current sheet’s data to make decisions. However, some information is hard to infer automatically:
- What this workbook is used for
- The meaning or unit of a specific column
- Areas that should not be modified
- Rules or calculation methods used repeatedly
Writing this information in the AI Note means the agent maintains context without you having to repeat the same explanations every time.
Example of a Well-Written AI Note
## Workbook Purpose
This workbook is used to aggregate and analyze monthly sales by team.
## Sheet Structure
- RawData: Raw data received from the sales team. Do not modify.
- Aggregation: Monthly/team sales totals (formulas auto-calculate)
- Summary: Executive report summary
## Key Rules
- Column D "Sales ($)" includes VAT.
- Negative values represent returns.
- Do not overwrite cells B2:B13 in the Aggregation sheet — they contain formulas.The Relationship Between AI Notes and the Agent
The content written in the AI Note is automatically passed to the agent when a chat begins. The agent understands the context and works without the user having to mention it separately.
For example, with the AI Note written as above:
- “Update the Aggregation sheet” → The agent references RawData and enters data in the appropriate location in the Aggregation sheet.
- “Create a summary report” → The agent already knows the purpose of the Summary sheet and formats it appropriately.
AI Notes are saved independently per workbook. You can set different contexts for each workbook.
Templates and AI Notes
When you save a workbook as a template, the AI Note is saved with it. When you create a new workbook from that template, the AI Note is copied as well. Creating a standardized work form as a template with AI Notes allows the entire team to use the agent in a consistent way.
The longer the AI Note, the slightly slower the agent’s responses may be. It’s best to write concisely with only the essential information.