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Dokumentation

Learn the SheetWise workflow from prompt to final output.

Use this guide to understand how to describe tasks, upload files, review AI output, and choose the right tool for formulas, documents, analysis, conversions, and exports.

✓ Klare Schritt-für-Schritt-Anleitung✓ Hilfe bei der Tool-Auswahl✓ SEO-friendly knowledge page
So funktioniert es

Nutzen Sie SheetWise in vier praktischen Schritten.

Most users do not need technical training. They just need a clean mental model for asking the AI, uploading the right file, checking the answer, and exporting the final output.

01

Ziel beschreiben

Start with the business result you need. Ask for a formula, a workbook, a conversion, a chart, a quality report, or a printable document.

  • Good: “Erstellen a monthly budget workbook with income, fixed costs, and a savings summary.”
  • Good: “Korrigieren this VLOOKUP and explain why it returns N/A.”
02

Dateien bei Bedarf hochladen

If you already have an Excel, CSV, PDF, or image file, upload it into the matching tool so the AI can analyze structure and content.

  • Hochladen Excel or CSV for analysis, data questions, charting, and quality checks.
  • Hochladen Excel for PDF export or Google Sheets compatibility checks.
03

Ausgabe prüfen

Check formulas, previews, summaries, compatibility warnings, and generated code before using them in important business work.

  • Read explanations in plain English.
  • Look for suggested fixes, downloads, or next steps.
04

Exportierenieren, drucken oder weiter verfeinern

Many tools support file downloads, preview states, export actions, and print-ready output. When the first result is close but not perfect, refine the prompt and continue.

  • Exportierenieren Excel, CSV, reports, or PDFs where supported.
  • Use print on tools like invoices and PDF exports when appropriate.
Visual walkthrough

What a good working session looks like.

This mockup shows the typical pattern: choose a section, enter a request, review the AI result panel, and export or continue editing.

Arbeitsbereich documentation example
Describe taskHochladen filePrüfen result
Task brief
File preview
AI answer
Download
Action
Purpose
Ausgabe
Erstellen
Erstellen a result
Workbook or text
Erklären
Clarify logic
Plain English
Exportierenieren
Finish work
Download / print
Das richtige Tool auswählen

Erfahren Sie, wann Sie welchen SheetWise-Bereich nutzen sollten.

CR

Erstellen

Use when you need a new spreadsheet, invoice, budget, payroll workbook, or expense report from scratch.

Open Erstellen →
AN

Analysieren

Use when you need insights, data questions, chart suggestions, pivot summaries, or data quality checks on an existing file.

Open Analysieren →
CV

Konvertieren

Use when your main goal is moving data between Excel, CSV, PDF, images, Google Sheets, or print-ready PDF outputs.

Open Konvertieren →
FAQ

Dokumentation questions users usually ask.

Should I describe the business result or the spreadsheet function first?

Describe the business result first. Then add details about columns, sheets, formulas, or file format so the AI can produce a more accurate answer.

Do I always need to upload a file?

No. Hochladens are helpful for analysis, conversions, and AI data questions, but you can generate formulas, documents, and new workbooks from a text prompt alone.

How do I get better AI results?

Mention the output format, your sheet structure, special rules, and any constraints such as dates, tax logic, summary style, or compatibility requirements.

What should I do before using generated output in production?

Prüfen formulas, calculations, macros, and generated business documents carefully. Test important outputs before using them for real decisions or customer-facing work.

Next step

Now open the workspace and try a real request.

Dokumentation helps users understand the system, but the main value still comes from using the tools directly.