📍Sheets How-to Guide

Introduction

AI Sheets combine the flexibility of a spreadsheet with the power of Motion AI. You can upload data, map it to AI Skills, and generate outputs at scale — from enriching leads to drafting personalized emails. Sheets are designed to handle thousands of rows, making it easy to process bulk data with accuracy and speed.

At a glance

• AI Skill columns: Add new columns that map your data to AI workflows.

• Run controls: Choose to run automation on a single row or the entire sheet.

• Edit automation flows: Update the workflow behind a column’s automation.

• Schema detection & errors: Double-click error cells to view details and fix stale mappings.

• Enable or disable automation: Switch between manual runs and automatic triggers for each column.

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AI skill column

How to add an AI Skill column

Goal: Create a new column that applies a predefined AI workflow to your data.

1. Click the + button at the top of the sheet.

2. From the menu, select AI Employee skill.

3. Choose the AI Employee and Skill you want to run in that column.

4. Map the required Skill Inputs by linking existing columns (e.g., Name, Company, Email).

5. Confirm the Skill Output to test your output — this column will display the AI-generated results.

   1. Select your Trigger Mode to be either manual or automatic.

6. Click Save to add the AI Skill column

💡 Pro Tip: Keep data inputs clean (like consistent company names or email formats). AI Skill outputs are only as good as the data you map in.

Run controls

How to run AI automation in Sheets

Goal: Process your data with AI by running a single row or the entire sheet.

1. Open your AI Sheet with at least one AI Skill column.

2. To run a single row, hover over the row and click the Run button ▶️ at the end of the row.

3. To run all rows, click the Run button ▶️ at the top of the sheet.

4. Watch the results populate in the AI Skill column(s).

💡 Pro Tip: Start with a single row to confirm your AI Skill works as expected, then run the full sheet to scale.

Edit automation flow

How to edit the automation flow

Goal: Update or adjust the AI workflow behind a column so your outputs stay aligned with changing needs.

1. Find the automation column you want to update.

2. Click the column header menu (…) and select Edit Column.

3. Under AI Employee and Skill, click Edit skill.

4. Adjust the workflow steps, inputs, or outputs in the skill editor.

5. Save your changes and return to the sheet.

6. Re-run a single row to confirm the new automation flow works as expected.

💡 Pro Tip: Always test edits on one row before running the entire sheet — this prevents large-scale errors or wasted credits.

Scheme detection and errors

How to use schema detection and fix errors

Goal: Identify and resolve issues in your AI Sheet when column mappings or inputs are out of sync.

1. Open your AI Sheet and look for any cells marked with Error.

2. Double-click the error cell to view the full error message.

3. Review the error description — common issues include:

   1. Missing required inputs.

   2. Column headers that no longer match your sheet.

   3. Input variable configuration no longer in sync with the agent workflow.

4. To fix, click the column header menu (…) and select Edit Column.

5. Re-map the required Skill Inputs to the correct columns.

6. Save changes and re-run the row or sheet.

💡 Pro Tip: After editing or re-importing a CSV, always check for Error markers. They flag stale data mappings before you waste credits running automation.

Enable or disable automation

How to enable or disable automation

Goal: Control whether AI automation in a column runs manually or automatically when new data is added.

1. Open your AI Sheet.

2. Go to the automation column you want to configure.

3. Click the column header menu (…) and select Edit Column.

4. Under Options, find Trigger Mode.

5. Choose one of the following:

   1. Manual: Runs only when you trigger a row or sheet run.

   2. Automatic: Runs automatically whenever new data is added or changed in that row.

6. Click Save to confirm your setting.

💡 Pro Tip: Use Manual mode when testing or iterating on a workflow. Switch to Automatic once your setup is stable and ready to scale.