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Overview

Navigating the Ottogrid Interface

Platform Overview

Ottogrid is designed with a user-friendly interface that combines powerful AI capabilities with a familiar spreadsheet experience. Here's a quick look at the core areas of the platform:

1. Navigation Menu

  • Home: Your central hub to access recent projects, starred items, and a summary of recent activities.

  • Projects: Access all your projects, organized by status (Starred, Shared, Archived). Use the search bar for quick navigation.

  • Templates: Explore our curated Template Gallery with pre-built tables for various use cases. Customize them to suit your needs.

  • Import CSV File: Import data from an existing CSV file to start a new project or enrich an existing one.

2. Table Workspace

  • Table View: Visualize and manage your data in a structured table format. You can customize each column by clicking on the headers to access:

    • Type: Choose the data type (single-line text, URL, file, number, date, etc.).

    • AI Settings: Fine-tune how AI retrieves and fills data in that column.

    • Formatting: Apply formatting rules for better data presentation.

    • Rerun Column: Re-run the AI analysis for a column whenever needed.

    • Hide Column: Temporarily hide columns from view to keep your workspace focused.

  • View Options: Add rows, export/import CSV files, and manage tables (rename, duplicate, or delete) to maintain an organized workspace.

  • AI Chat: Get assistance from our AI Assistant feature for suggestions, table modifications, research, insights, and data-related clarifications.

  • Sharing: Collaborate by inviting team members or enabling public sharing through a read-only link.

3. Account Settings

  • Account: Manage your personal information and account settings.

  • Billing: Control your subscription plan and monitor your usage of credits.

  • Integrations: Connect third-party tools such as Slack, HubSpot, or Salesforce to extend Ottogrid's functionality. (Coming Soon!)

Ottogrid's platform offers a streamlined and intuitive experience, enabling you to transform data into actionable insights quickly and efficiently.