Collaboration
In Gridie, you can share workspaces and folders to manage and work on workbooks together with teammates.
Getting Started with Your Team
Create a Workspace
Create a workspace or use an existing one. A workspace is your team’s shared working environment inside an organization, and organization owners and admins can create one from the workspace switcher at the top of the sidebar.
Invite Team Members
Send invitations to team members’ email addresses from User menu → Manage organization → Members tab. You can choose which workspaces they get access to as part of the invitation, and they join the organization and workspaces when they accept.
Create and Share Folders
Create folders by project or team, and grant appropriate permissions to the team members who need each folder.
Work on Workbooks
Team members create workbooks inside shared folders and use the agent to carry out their work.
Things to Know When Collaborating
Simultaneous Editing Limitation
Gridie does not currently support simultaneous editing. If multiple people access the same workbook at the same time, only one person can edit at a time. Once the person who’s editing saves and exits, the next person can edit.
Real-time simultaneous editing is planned for a future update.
Workbook Deletion Permissions
The ability to delete workbooks in a shared folder is limited to members with full permissions.
Moving Between Workspaces
Workbooks can only be moved within the workspace they currently belong to. To move a workbook to a different workspace, download it and re-upload.
Using the Agent in Shared Workbooks
You can use the agent the same way in workbooks inside shared folders. Each team member’s agent chat is saved independently, so even in the same workbook, each member has their own separate chat history.
AI Notes are shared at the workbook level. Writing team-wide rules or workbook descriptions in the AI Note lets all team members use the agent with the same context. → Write AI Notes
Sharing a Page with a Link
To show results to people outside your team, publish a page to the web. Click the Share page button at the top of the page, then click Create share link. Anyone with the link can view the page without signing in, and when the page changes, the link shows the latest version too.
→ Publish to the web with a link
Automating Recurring Work
Recurring team tasks like periodic reports can be registered as a schedule, so the agent runs them automatically at a set time. Compile the results into a page so the whole team can share the same dashboard.