๐Ÿ“– AI Panel guide

How to use your AI Assistant panel

Every template comes with a built-in AI side-panel in Google Sheets. This guide walks you through everything โ€” from opening it the first time to filling tables, writing formulas, reading receipts and getting more AI requests.

๐Ÿ”„ Synced with the live panel ยท Jun 13, 2026, 03:04 AM

1 ยท What the AI Assistant is

A smart helper that lives inside your own Google Sheet โ€” no extra software, no copy-pasting into another tool.

It can read your sheet, explain any cell, write and fix formulas, fill in realistic data, build infographics, summarize your data, translate your whole workbook, and read a photo and act on it. You ask in plain language (any language) and it does the work right in the sheet. Your data never leaves your Google account.

๐Ÿ’ก The assistant is bound to the template you bought โ€” when you make a copy, it travels with the file. Nothing to install.

2 ยท Opening it the first time

Under a minute, one-time setup.

1
Make your own copyFrom the template, click File โ†’ Make a copy. Always work in YOUR copy โ€” that's where the assistant runs.
2
Open the copy & reload onceOpen your copied sheet and refresh the page (F5) so Google loads the assistant menu.
3
Launch the panelIn the top menu bar click โœจ AI Assistant โ†’ Open Assistant. The panel slides in on the right.
4
Allow permissions (first time only)Google shows a one-time permission screen โ€” click Continue โ†’ pick your Google account โ†’ Allow. The assistant only runs inside your sheet; nothing is shared.
โš ๏ธ No โœจ AI Assistant menu? Reload the sheet (F5). If it's still missing, open Extensions โ†’ Apps Script once, then return to the sheet and refresh.

3 ยท A tour of the panel

Three tabs at the top: Assistant, Tools, Settings.

โœจ

Assistant tab

Your chat with the AI plus the most-used buttons โ€” Fill, Fill Tables, Scan document, and quick actions. Type a request at the bottom and hit Send Command.

๐Ÿ› ๏ธ

Tools tab

Extras like Smart Styling (theme, fonts, colours, Magic Format Fixer) and data tools.

โš™๏ธ

Settings tab

Your plan & license key (Activate Pro), Check for Updates, and Import from an old version.

4 ยท Every panel button โ€” what it does

Auto-generated from the live assistant panel, so it always matches exactly what you see. ยท Last updated Jun 12, 2026

๐Ÿ”

Scan document

Reads every sheet and cell and builds a map (sheets, columns, formulas, dropdowns) so the AI understands your whole file. The map is saved, so it stays known even after you close the panel.

โœ๏ธ

Fill

Put your cursor anywhere in a data table and click; the AI adds a fresh entry. If the row is empty it fills it; if it already has data, a new blank row is inserted above and filled. Ignores headers/titles/KPIs.

๐Ÿช„

Fill Tables

Adds 2 fresh sample rows to each table in the workbook with realistic data. Rows that already have data are skipped; shows progress and a summary of what was filled.

๐ŸŒ

Translate

Translates every label & header across the whole workbook to a language you choose, with one shared dictionary so cross-sheet totals (SUMIF) keep working. Originals are backed up โ€” press โ†ฉ๏ธŽ Undo anytime. Numbers and your data are never touched.

๐Ÿ“Š

Infographic

Turns this sheet's data into a shareable poster (KPI cards + donut + bars) in a style you pick. Preview it, then download the image.

โ†ฉ๏ธŽ

Undo

Reverts the last change the assistant made (translate, fill, AI edit). Script edits don't go into Google's Ctrl+Z, so this is how you undo them.

โ›ถ

Wide

Opens the assistant in a larger, resizable window so you have more room to read and type.

๐Ÿ—‘๏ธ

Clear

Wipes the current chat history and starts a fresh conversation.

๐Ÿ“Ž

Attach

Add a screenshot or image, then type your own question about it.

๐Ÿ’ฌ

Send Command

Sends your typed request to the AI without touching your formulas.

๐Ÿ“Š

Analyze All My Data

Re-scans every sheet and all your data across every year, then builds a complete report (summary, insights and breakdowns) on a new sheet.

โœจ

Auto-Fit Columns

Resizes every column to fit its content, with comfortable padding.

๐Ÿ”‘

Activate Pro

Validates your license key and unlocks all Pro features.

โ†ฉ

Log out of account

Removes the saved license key from this sheet โ€” use this to switch accounts or stop using Pro here.

โฌ†๏ธ

Import data from old version

Copies every data row from your old sheet into this new version, matching columns by header name. Formula columns recalculate; nothing is deleted.

โˆ’

โˆ’ Font size

Decreases the base font size by 1 point.

+

+ Font size

Increases the base font size by 1 point.

โœจ

Magic Format Fixer

Restyles the whole workbook with the theme, accent, zebra, frozen header & currency chosen above.

5 ยท Filling rows & tables

Two ways to add realistic sample data โ€” one row at a time, or the whole workbook at once.

โœ๏ธ

Fill (single entry)

Click any cell inside a data table and press Fill. The AI reads your columns, infers the right data types, and adds one realistic row โ€” inserting above if that row is occupied.

๐Ÿช„

Fill Tables (whole workbook)

One click seeds every table in the file with 2 sample rows. Already-populated rows are never overwritten; a progress summary appears when it's done.

๐Ÿ’ก Headers, title rows, and KPI cells are automatically detected and skipped โ€” only real data rows are touched.

6 ยท Scan, Analyze & Translate

Give the AI full context about your workbook โ€” or let it produce a report or a translated copy.

๐Ÿ”

Scan document

Builds a persistent map of every sheet, column, formula, and dropdown. Run it once after setup; the AI will reference this map in every chat that follows.

๐Ÿ“Š

Analyze All My Data

Goes deeper than Scan โ€” reads all your actual values across every year and writes a new sheet with a full summary, key insights, and breakdowns.

๐ŸŒ

Translate

Converts all labels and headers to a target language while preserving formulas, numbers, and cross-sheet references. Undo restores the originals instantly.

๐Ÿ’ก Run Scan document whenever you add new sheets or rename columns so the AI's map stays current.

7 ยท Quick actions

Utility buttons that help you work faster or recover from mistakes.

โ†ฉ๏ธŽ

Undo

Rolls back the last assistant action. Because Apps Script edits bypass Google's Ctrl+Z history, this is the only reliable undo for AI-made changes.

๐Ÿ“Ž

Attach image

Upload a screenshot, photo, or chart image and ask the AI a question about it โ€” useful for reading a receipt and logging the items.

โ›ถ

Wide mode

Pops the panel into a larger floating window โ€” handy for long responses or detailed conversations.

๐Ÿ—‘๏ธ

Clear chat

Resets the conversation to a blank slate without affecting your sheet data.

โœจ

Auto-Fit Columns

One click makes every column just wide enough for its content, with comfortable padding โ€” no manual dragging.

8 ยท Smart styling

Restyle your workbook in seconds from the Tools tab.

โœจ

Magic Format Fixer

Applies your chosen theme, accent colour, zebra striping, frozen header, and currency format to the entire workbook at once. Adjust the options above the button, then click to apply.

Aa

Font size ( โˆ’ / + )

Use the โˆ’ and + buttons to nudge the base font size down or up by 1 point at a time.

๐Ÿ’ก Magic Format Fixer is a Pro feature โ€” make sure your license key is active before using it.

9 ยท Pro & account

Unlock the full feature set with a Pro license.

๐Ÿ”‘

Activate Pro

Enter your license key in the Settings tab and click Activate Pro โ€” the key is validated instantly and all Pro features unlock in this sheet.

โ†ฉ

Log out of account

Removes the stored license key from this sheet. Use it to switch accounts or transfer the license to a different copy.

โฌ†๏ธ

Import data from old version

Brings all your data rows from a previous sheet into this one, matching columns by header name โ€” formula columns recalculate automatically and nothing is deleted.

Do I need Pro for every copy I make? Your license covers your Google account. Activate Pro in each new copy once โ€” the key is the same.

Where do I get a license key? Visit templatesai.app/account after purchase.

Unlock every feature with Pro

Magic Format Fixer, more AI fills (a bigger monthly allowance), full translation, infographic export, priority support โ€” everything for less than a coffee a month.

Get Pro โ€” $2.99/mo