How to use Sheets

From installing the app to a live report your team opens every morning, step by step.

  1. 01

    Install and open Sheets

    Install Sheets from the monday.com marketplace, then add Sheets to a workspace and open it: your files, folders and shared spreadsheets appear.

  2. 02

    Add a board as a data source

    In a spreadsheet, open Data → Add data and pick a board. It gets a short name such as projects; its columns become names formulas can use.

  3. 03

    Write a live formula

    Type =data.projects.sum(budget, status, "Working on it") in a cell. The value is read from the board with your own permissions and stays current.

    =data.projects.sum(budget, status, "Working on it")
    Write a live formula
  4. 04

    Build a pivot table and a chart

    Insert a pivot table on the board, put Status in rows and Budget in values, then add a chart. A click on a bar filters the other charts on the same data.

    Build a pivot table and a chart
  5. 05

    Share the file

    Share with people, teams or everyone in the account as viewer or editor. Each viewer still sees only the boards they may see.

  6. 06

    Schedule a report

    Choose Schedule, pick recipients, a time and PDF or .xlsx. An account admin sets the sender once: Google, Microsoft, SMTP or Resend.

    Schedule a report
  7. 07

    Work with AI

    Open Work with AI, connect Claude or another MCP client and choose what it may do: read only, read and edit, or also send changes to boards. Revoke it there at any time.

    Work with AI

Questions? Use the contact page or write to [email protected]. Contact