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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.

Sourcetable offers two ways to work with templates: choose from a library of pre-built templates, or describe what you need and let the AI generate one from scratch.

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AI template generator

Open the AI chat and select Template mode, or just ask:
  • “Create a monthly budget tracker template”
  • “Generate a project timeline template with milestones and dependencies”
  • “Make a sales pipeline template with stages, probabilities, and expected close dates”
  • “Build an employee onboarding checklist template”
The AI creates a fully structured spreadsheet with:
  • Appropriate columns and headers
  • Formulas for calculations (totals, averages, percentages)
  • Conditional formatting for visual cues
  • Sample data to demonstrate the template

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Template categories

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Finance and accounting

  • Budget tracker (monthly, annual, project)
  • Expense report
  • Invoice generator
  • P&L statement
  • Cash flow forecast
  • Financial model

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Sales and CRM

  • Sales pipeline tracker
  • Lead scoring sheet
  • Commission calculator
  • Quota tracking
  • Win/loss analysis

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Marketing

  • Campaign tracker
  • Content calendar
  • Social media planner
  • Marketing budget
  • ROI calculator
  • A/B test tracker

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Project management

  • Project timeline / Gantt chart
  • Task tracker
  • Sprint planning
  • Resource allocation
  • Risk register
  • RACI matrix

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HR and operations

  • Employee directory
  • Onboarding checklist
  • Time tracking
  • Performance review
  • Hiring pipeline
  • Capacity planning

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Data analysis

  • Survey results template
  • KPI dashboard
  • Competitive analysis matrix
  • SWOT analysis
  • Customer segmentation

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Customizing templates

After the AI generates a template, you can:
  • Modify columns, headers, and formulas
  • Adjust formatting and colors
  • Ask the AI to add or remove sections
  • Connect it to live data sources via connectors

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Saving templates

Save any workbook as a template for reuse:
  1. Build your template (manually or with AI)
  2. Save the workbook
  3. Duplicate it each time you need a fresh copy
Templates connected to data sources will pull fresh data each time they’re opened.