Workbook

Gridie’s workbook is the basic unit for storing data by project or work unit, equivalent to a single spreadsheet file. Follow the guide below to create new workbooks, organize them into folders, and utilize file upload and download.

Creating a Workbook

• Clicking the New Workbook button opens an empty sheet immediately.
• You can change the workbook name by clicking the title at the top.
• Workbook permissions follow the permissions of the folder the workbook belongs to.

Uploading Files

• You can upload Excel files or CSV files from your computer to Gridie.
• You can also upload by dragging and dropping files from your computer onto the left workbook list or onto the desired folder.
• If a file with the same name already exists, copy is automatically appended to the filename to distinguish it.

Copying · Deleting Workbooks

• Copying a workbook creates an identical workbook in the current folder.
• Deleting a workbook also deletes all AI Notes written in that workbook.
• To undo the agent’s work, restore an earlier point from version history instead of deleting.

Downloading Workbooks

• Click the export button at the top right of the workbook to download it as an Excel (xlsx), CSV, or PDF file.
• Or you can select multiple workbooks from the left workbook list to download them in bulk (as xlsx).

Organizing with Folders

• Clicking the New Folder button creates a new folder.
• You can organize workbooks by collecting them. Drag and drop a workbook onto the desired folder to move it there.
• Dragging and dropping files onto the sidebar list or a specific folder starts the upload immediately.
• In workspaces with other people, you can set permissions at the folder level to work together.
• Be careful: deleting a folder also deletes all workbooks in that folder.