In May, we gave a live demo of Grist’s powerful new AI Assistant. We showed you how to use it to analyze data, generate formulas, and clean up messy fields — all with natural language prompts. Perfect for anyone looking to work smarter in Grist..

Timestamps

00:17 ❔ User Question: Where is the AI engine located? Is it GDPR? (✅ Answer: See OpenAI Policies)
01:08 ❔ User Question: Is the new Assistant BYOK? If yes, which one do you support?
01:37 ❔ User Question: Can I integrate this with dify.ai?
02:13 ❔ User Question: Is this available on the Desktop version?
02:46 Intro
04:03 Document overview
05:20 💡 Tip: Resize, minimize, or move the Assistant popup
06:47 Data Cleaning
09:15 Check for duplicates (and delete them!)
10:42 Add a formula (Full Name)
11:16 Add emojis 😍 🎉
12:18 Explain formulas
16:20 Add a formula (Win Percentage)
17:45 Add a formula (End Time)
19:55 Add data
21:55 💡 Tip: When linking data via references, specify ‘Whenever setting a reference column, use row ID’
23:10 Assistant can’t do the task you request? It explains how to do it yourself!
25:40 Ask questions about your data
26:30 General Assistant information
30:16 ❔ User Question: How to change the formatting of the column header?
30:45 ❔ User Question: Is it possible to use access rules to limit access to the AI assistant to a specific group?
31:04 ❔ User Question: If I prompt in French, will it answer using French names in the GUI?
31:30 💡 Tip: Don’t like a change made by the Assistant? Undo.
32:11 ❔ User Question: Can the Assistant draw a schema of the data, using mermaid.js?

Useful links

• GetGrist.com | Resources | Webinars: https://www.getgrist.com/webinars/
• Community Forum: https://community.getgrist.com/
• Help Center: https://support.getgrist.com/
• 📰 Assistant: https://support.getgrist.com/assistant/
• OpenAI Policies: https://openai.com/policies/

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