Skip to main content

Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

​
Create your account

1

Sign up

Go to app.sourcetable.com/signup and create an account with Google SSO or email.
2

Create a workbook

After signing in, click New Workbook to create your first spreadsheet. You can also upload an existing CSV, XLSX, or JSON file.
3

Start working with AI

Press Cmd+\ (Mac) or Ctrl+\ (Windows) to open the AI assistant inside a workbook. Ask it anything about your data — generate formulas, create charts, clean data, or run analysis.You can also press Cmd+Shift+\ (Mac) or Ctrl+Shift+\ (Windows) to open the data sidebar for quick access to your data library, connectors, and workbook settings.

​
Import your data

You have several ways to get data into Sourcetable:

Upload a file

Drag and drop CSV, XLSX, JSON, or PDF files directly into your workbook.

Connect a data source

Connect to databases like PostgreSQL, MySQL, or Snowflake, or SaaS tools like Stripe, Salesforce, and HubSpot.

Retrieve from the web

Ask the AI to find and import data from the web using deep research, web scraping, or the public dataset finder.

​
Try the AI assistant

Once you have data in your spreadsheet, open the AI chat and try these prompts:
  • “Summarize this data”
  • “Create a bar chart of revenue by month”
  • “What’s the average order value by customer segment?”
  • “Clean up the formatting in column B”
  • “Write a VLOOKUP formula to match these two tables”
The AI reads your spreadsheet data and responds with formulas, charts, tables, or written explanations — whatever fits the question.

​
Next steps

Interface overview

Learn the key parts of the Sourcetable UI.

AI features

Explore everything the AI assistant can do.

Connectors

Connect your databases and SaaS tools.

Keyboard shortcuts

Speed up your workflow with shortcuts.