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AI & Automation
Sheet AI Copilot
Sheet AI Copilot logo
AI & Automation

Sheet AI Copilot

Sheet AI Copilot is an AI-powered assistant designed to enhance productivity within spreadsheet applications like Google Sheets and Microsoft Excel. It helps users generate complex formulas, automate data analysis, and perform advanced tasks through natural language commands. The tool is aimed at professionals, analysts, and business users who work with data but may not have deep expertise in spreadsheet functions or programming. By interpreting user intent, it can create formulas, write scripts, clean data, and generate insights, reducing the time and effort required for manual spreadsheet work. It integrates directly into the spreadsheet interface, allowing users to interact with AI without leaving their workflow. The tool is positioned as a copilot that augments human capability, making advanced data manipulation accessible to a broader audience and streamlining repetitive tasks in financial modeling, reporting, and data preparation.

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📊 At a Glance

Pricing
Freemium
Reviews
No reviews
Traffic
N/A
Engagement
0🔥
0👁️
Categories
AI & Automation
Virtual Assistants

Key Features

Natural Language to Formula

Converts plain English descriptions into accurate spreadsheet formulas (e.g., SUMIF, VLOOKUP) or Google Apps Script / Excel VBA code.

Data Cleaning Automation

Automatically identifies and fixes common data issues like duplicates, formatting inconsistencies, and missing values based on user commands.

Insight Generation

Analyzes spreadsheet data to generate summaries, trends, and visualizations through natural language queries.

Workflow Automation

Creates and executes automated scripts for repetitive tasks, such as monthly reporting or data synchronization between sheets.

Real-Time Collaboration Support

Integrates with spreadsheet collaboration features, allowing teams to use AI-generated formulas and scripts in shared documents.

Pricing

Free

$0
  • ✓Basic AI formula generation with limited queries per month
  • ✓Access to core spreadsheet integrations
  • ✓Standard support via documentation
  • ✓May include watermarked outputs or usage caps

Pro

Usage-based or subscription (exact price not publicly listed)
  • ✓Higher limits on AI queries and formula generation
  • ✓Advanced features like data cleaning and automation scripts
  • ✓Priority support and faster response times
  • ✓Ability to save and reuse custom prompts

Enterprise

Custom
  • ✓Custom AI model training or fine-tuning for specific use cases
  • ✓Single sign-on (SSO) and enhanced security controls
  • ✓Dedicated account management and SLA guarantees
  • ✓On-premise or private cloud deployment options if available

Use Cases

1

Financial Reporting and Analysis

Financial analysts use Sheet AI Copilot to quickly generate complex formulas for profit-and-loss statements, cash flow projections, and variance analysis. By describing metrics in natural language, they can automate calculations like EBITDA margins or year-over-year growth, reducing manual errors and speeding up monthly close processes. This allows analysts to focus on interpreting results rather than building spreadsheets.

2

Sales Data Management

Sales managers leverage the tool to clean and analyze CRM data exported into spreadsheets. They can ask the AI to segment customers by revenue, calculate commission tiers, or forecast sales trends. Automating these tasks ensures accurate, up-to-date reports for team meetings and strategic planning, improving responsiveness to market changes.

3

Academic Research Data Processing

Researchers and students use Sheet AI Copilot to handle large datasets from experiments or surveys. The tool helps normalize data, perform statistical tests like t-tests or correlations, and visualize findings through charts. This simplifies data analysis for those without advanced programming skills, accelerating research timelines.

4

Inventory and Supply Chain Tracking

Operations managers employ the AI to monitor inventory levels, calculate reorder points, and analyze supplier performance metrics. By automating formula generation for stock-out risks or lead time analysis, they maintain optimal inventory levels and reduce operational costs, enhancing supply chain efficiency.

5

Marketing Campaign Performance Dashboards

Marketing teams use the copilot to aggregate data from multiple channels (e.g., social media, email) into unified dashboards. They can generate formulas for ROI calculation, conversion rates, and audience segmentation without manual coding. This provides real-time insights for optimizing campaign spend and improving marketing strategies.

How to Use

  1. Step 1: Visit the Sheet AI Copilot website and sign up for an account using your email or Google account. You may need to verify your email to complete registration.
  2. Step 2: Install the Sheet AI Copilot add-on or extension for your spreadsheet platform (Google Sheets or Microsoft Excel) from the respective marketplace or provided installation link.
  3. Step 3: Open your spreadsheet, navigate to the add-ons menu, and launch Sheet AI Copilot to activate the sidebar or interface within your sheet.
  4. Step 4: In the AI Copilot interface, describe the task you want to perform in natural language (e.g., 'sum sales for Q1' or 'create a pivot table for region-wise revenue'). The AI will generate the corresponding formula or script.
  5. Step 5: Review the generated formula or code snippet, then insert it directly into your spreadsheet cell or script editor with a click. You can refine the output by providing additional context or corrections.
  6. Step 6: Use the tool's features for data cleaning, such as removing duplicates or formatting dates, by issuing commands like 'standardize date formats in column A'.
  7. Step 7: Automate recurring tasks by saving custom AI prompts or workflows within the tool, enabling quick execution for similar future analyses.
  8. Step 8: For team collaboration, share your AI-enhanced sheets with colleagues, who can use the copilot to understand or modify complex formulas without manual intervention.

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At a Glance

Pricing Model
Freemium
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