Create Templates

Saving a frequently used workbook’s structure and AI Note as a template lets you quickly start the same format next time.

What Is a Template?

A template is a snapshot of a workbook’s sheet structure, formatting, and AI Note. Creating a new workbook from a template copies the saved structure and note.

When templates are useful:

• A report format you use repeatedly every month
• A form the entire team needs to work in the same format
• A workbook with a well-written AI Note for the agent to understand

Creating Your Own Template

Prepare the Workbook

Open the workbook you want to save as a template and finalize the sheet structure and formatting. Writing the AI Note in advance will include it in the template.

Save as Template

Select Save as Template from the upper right or menu of the workbook.

Enter the following information:

• Name: The template name (e.g., “Monthly Sales Report”)
• Description: Brief description of what this template is for
• AI Note: Context information to pass to the agent (optional)
• Thumbnail: Preview image to show in the template list (optional)

Save Complete

Click the Save button to create the template. You can find it later under New → My Templates.

Creating a Workbook from a Template

1. Click New on the Home screen.
2. Select the Gridie-provided templates or the My Templates tab.
3. Click the template you want to create a new workbook from.

The new workbook will have the template’s sheet structure, formatting, and AI Note all copied over.

Gridie’s Built-in Templates

Gridie provides pre-built templates for common work types. Explore templates for various purposes including sales analysis, project management, and expense reporting.