Using Zoom Sheets content generation and revision

Using this feature will use AI Credits. Learn more about using Zoom AI credits .

Zoom Sheets enable users to create and analyze spreadsheets through natural language prompts. These tools can generate data tables, perform data analysis, and even create complex spreadsheet structures, streamlining the content creation and data management process.

Learn more about other Zoom AI Companion features and how Zoom AI Companion features handle your data.

For language availability, review the supported languages for Zoom AI Companion features.

Requirements for using AI Sheets content generation and revision

• Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace for Education, or Zoom Workplace Enterprise account
• Zoom AI Productivity Suite or ZoomMate add-on
• Zoom Workplace desktop app for Windows, macOS, or Linux: 7.0.0 or higher
• Zoom Sheets enabled 
• Generate and revise spreadsheet content with AI Companion enabled

Note: AI Companion may not be available for select verticals and select regional customers.

How to generate spreadsheets with AI Companion

1. Create a new spreadsheet.
2. (Optional) In the AI Companion Panel, click the plus icon to manually upload or select one or more items from Meetings, Zoom Hub, Google Drive, or OneDrive to include as reference material for your prompt.
3. In the AI Companion Panel, enter keywords, phrases, or sentences to describe the spreadsheet you are building, then click the Send icon.
   Learn more about formatting your AI Companion prompt.

AI Companion will begin generating the spreadsheet, displaying the logic used to generate it. In addition, AI Companion will ask any clarification questions necessary to create the spreadsheet.

Once the spreadsheet has been generated, it can be refined using natural language prompts in the AI Companion panel.

How to analyze data in spreadsheets with AI Companion

1. Open a spreadsheet.
2. In the Zoom Sheets toolbar, click the AI Companion icon [AI Companion icon].
3. Click Analyze Data.
   The AI Companion panel will open with the prompt in the text box.
4. (Optional) In the AI Companion Panel, click the plus icon to manually upload or select one or more items from Meetings, Zoom Hub, Google Drive, or OneDrive to include as reference material for your prompt.
5. (Optional) Modify the prompt to add any specific actions or information you would like to see.
   Learn more about formatting your AI Companion prompt.
6. Click the Send icon .
   AI Companion will analyze the data and generate an analysis of the data.

Analyze specific data within a spreadsheet

1. Open a spreadsheet.
2. Select the desired cells, column, or rows.
3. Right-click and click Analyze for insights.
   AI Companion will analyze the data and generate an analysis of the data.

How to edit spreadsheet content with AI editing

1. Open a spreadsheet.
2. Select the desired cells, column, or rows.
3. In the Zoom Sheets toolbar, click the AI Companion icon .
4. Click AI Editing.
   The AI Companion side panel will open.

Using natural language, describe the changes you want to apply to the content, then click the Send icon.
Learn more about formatting your AI Companion prompt.