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Sheet0 Quick Start

• Sheet0 — Official site
• X (Twitter) — New updates
• Instagram — New updates
• LinkedIn — Case sharing
• YouTube — Tutorials & Demos
• Sheet0 Case Library — Free example outputs
• Technical support: help@sheet0.com

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Part 1: Sheet0 Quick Start

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1-1 What is Sheet0?

Help me compile a list of AI tech influencers on Twitter with their ROI data, so that I can communicate with them later.

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1-2 What can Sheet0 do for you?

Core features	Usage scenarios	Case example	Results show
Data Monitoring	Continuously monitor external data changes, such as stock prices, inventory, rankings, content updates, policy information, etc., and automatically update them in a structured form	Automatically track changes in 50+ website data, update to the same Sheet daily, no need for manual repeated checks
Lead Generation	Batch capture potential customer information from websites, communities, maps, and platform pages and conduct cross-validation for sales, BD, and market expansion	Capture 1,000+ leads from Google Maps and generate usable sales lead sheets directly
Competitor Intelligence	Systematically collect and analyze competitors’ product information, pricing, advertising content, and channel actions	Summarize the influencer information and content of the social media media buy channel of competing products, compare and discover differentiated marketing opportunities and market gaps, and carry out advertising more efficiently

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Part 2: A Showcase Takes You Through the Process

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2-1 Install the browser plug-in

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1. Why do I need the browser plugin?

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2. Open Chrome’s extension page

• Click the puzzle icon in the top-right corner of Chrome, then click Manage Extensions at the bottom of the menu.

• Or simply type chrome://extensions in the address bar and press Enter.

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3. Turn on Developer mode

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4. Drag and drop to install

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5. Confirm it’s installed

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6. FAQs

• Q: I don’t see the Sheet0 icon on the toolbar.
  Click the puzzle icon in the top-right of Chrome, find Sheet0 Browser Extension, and click the pin on the right to pin it to the toolbar.
• Q: How do I update the plugin?
  Download the new .zip file and drag it onto the chrome://extensions page again; it will overwrite the old version.

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2-2 Submit your first task in one sentence

Help me compile a list of high‑ROI influencers in the AI tech space on Twitter so I can reach out to them later.

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1. Chat with Sheet0 to clarify what you want

• If your sentence is already clear, it may go straight to execution.
• If something is vague, don’t worry—Sheet0 will ask you a few questions in the chat to nail down the details. Just answer in natural language.

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2. Sheet0 uses cards to pin down your needs

1. How do you define your goal? (e.g. how do you measure “ROI”?)
2. What fields do you need in the end? (e.g. profile link, followers, tweet engagement)
3. Any filters or preferences? (e.g. only accounts with 10K+ followers)

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3. Review and confirm the task plan (task.md)

Please help me identify and collect high-ROI KOLs in the AI tech circle on Twitter.

KOL is defined as:
- Able to continuously produce original content
- Can trigger interaction (reply/retweet/discussion)
- Its content is quoted, discussed, or re-disseminated by others
- Have stable attention to target fields (AI/SaaS/Data/E-commerce, etc.)

Twitter search (candidate author discovery)
- Tweet initial screening (search page): Obtain tweets with engagement ≥ 50 from the first 50 results; exclude official/brand/robot accounts; the content of the tweets should be promotion, advertorial, and product recommendation.

Profile (core data source)
- Only for authors who have passed the initial screening: Open profile page
- Get the number of followers. Only those with more than 10K followers can pass the quantity filter.
- If the Profile is not accessible, skip the author.
- Influencer determination: the author must meet follower ≥ 10K
- Account type excludes official brand/company accounts

Tweet Filtering (In Profile)
- Identify and retain up to 20 promotional/advertorial/product recommendations and related tweets out of the last 50 tweets; excluding retweets.
- At least 3 original tweets in the last 30 days
- Long-term focus on the same field (such as AI tools, data workflows, SaaS growth).
- Other practitioners/creators often participate in discussions below the tweet

ROI
- Calculate p25/p50/p75 for promoting tweet engagement for each author.

Output
- Based on Twitter Search, Twitter Profile and other data, output an HTML report ROI analysis, including:
  - Author Twitter handle, link to profile
  - Engagement p25/p50/p75, sorted in descending order by p50
  - Promote related tweets, each containing: Tweet date, Link to the original tweet, Tweet content excerpt, Likes/retweets/replies

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2-3 Sheet0 runs the task

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2-4 When Sheet0 needs your help: takeover mode

1. Log in — If the target site requires login, log in in the browser window as you normally would. When you’re done, Sheet0 will continue.
2. Solve the captcha — If a verification code appears, complete it in the browser. Once you’re done, Sheet0 picks up again.

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2-5 When collection is done

1. Sheet0 will show a completion report: how many rows were collected, what fields they have, and which table they’re in.
2. Below the report you’ll usually see suggested next steps—for example download/export CSV, run another analysis, or generate a report. Click whichever you need.

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Part 3: Core Concepts of Sheet0

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3-1 How to write a detailed task description

1. Where to find data?
2. How much are you looking for? What is the scope?
3. Which fields do I need in the end?
4. Are there any filtering, judgment, or calculation rules in the middle?

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3-2 Core Concept — Sheet0 Sources

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1. What is the data source and why should it be added?

• A Source is a data entry that can be referenced in a workbook. It can be a web link, uploaded file, folder, connected email account, or a piece of plain text.
• Once added, the data appears in Agent Context → Sources on the left side of the workbook and can be grouped by type (Website, File, Integration, etc.).
• Typical uses: Create table (select an existing data source and generate or populate a table); Analytics and AI (cite these sources in conversations and analytics so the system can answer or generate reports based on the data you provide).
• The “Add Data Source” pop-up window is a unified entry point: whether the data comes from web pages, local files, email integration, or hand-typed text, you can select the type and complete the addition through the same pop-up window.

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2. How to open the “Add Data Source” pop-up window

1. Find the right work panel on the workbook page. If the left sidebar is collapsed, expand it first; if you can’t see the Agent Context, scroll down.
2. Expand the Agent Context card (if not, click the card title).
3. Find the Sources block and click the Add button to the right of the block. If there is currently no data source, “No sources yet” will be displayed; if there is a data source, a tree list will be displayed.
4. Click to open the Add sources pop-up window.

1. Open the Create Table dialog box in the Studio panel through Tables or related entry.
2. In the Select Data Source or similar area, if you need to add a data source first, you will see the Add link.
3. Clicking on this link will open the same Add sources pop-up window; after adding and closing the pop-up window, you can return to the form creation process to continue selecting the newly added sources.

• Top: Title “Add sources”, subtitle “Bring data into your workbook by adding a link, uploading a file, or searching for a page.”; close button ”×” in the upper right.
• Tab bar: Five tabs—Search, Website, File, Integration, Text—click to switch.
• Main content area: Displays the corresponding input area (search box, URL box, upload area, integration list, text box, etc.) according to the currently selected tab.
• List to be added: Below the content area and above the bottom bar; displays entries “About to be added to the workbook” grouped by type; you can add a note or remove each one.
• Bottom bar: Left shows “X source(s) will be added”; right shows Cancel and Add to Workbook; upload/processing progress may be displayed during submission.

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3. Overview and applicable scenarios of five addition methods

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4. Search (Search Data Source) — Detailed steps

• When to use: You are not sure which website to go to to find data, but you can describe “what is needed” (e.g. “global GDP growth rate from 2020 to 2024”, “a company’s 2023 financial report”).
• Steps: Select Search tab → Enter search description (at least 3 characters, no more than 1000) → Click Deep search → View and select results → Click Add source → Click Add to Workbook.
• Search may take a few seconds to about 30 seconds. If it times out, try again with a modified description.

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5. Website (Paste URL) — Detailed steps

• When to use: You already have explicit web addresses (one or more) from which you want to extract structured data.
• Steps: Select Website tab → Paste or enter URLs (one URL per line) → Click + Add link → Click Add to Workbook.
• Invalid URL will prompt “Invalid URL, please check again”. Duplicate URLs may prompt “Already added:…”.

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6. File (Upload files/folders) — Detailed steps

• When to use: The data is already on your computer in file form (report PDF, table Excel, data CSV, images, Markdown notes, etc.), or you want to add all files in an entire folder at once.
• Steps: Select File tab → Choose files / Select folders / Drag and drop → Adjust in the to-add list if needed → Click Add to Workbook.
• Folder retains the internal structure of the relative path. If the folder contains subfolders, supported-format files in subfolders are also included.

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7. Integration (Connected Apps) — Detailed steps

• When to use: You have already connected an application account (e.g. Gmail, Outlook) in Settings and want to use it as a data source for this workbook.
• Precondition: First go to Settings → Integrations/Accounts to complete “Connect Accounts”.
• Steps: Select Integration tab → View account list → Turn on the switch for the account(s) to add → Click Add to Workbook.

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8. Text (Paste or Enter Text) — Detailed steps

• When to use: Data is just a piece of pure text (no website or ready-made file), e.g. meeting notes, excerpts, lists.
• Steps: Select Text tab → Type or paste content → Click + Add text (can add multiple) → Click Add to Workbook.
• Each piece of text is displayed as “Text note · date and time” in the workbook Sources.

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9. List to be added and bottom bar (general behavior)

• List to be added: Temporary; only Add to Workbook saves to the workbook. Closing the pop-up clears the current to-add list. Grouped by type (URL, File, Folder, Integration, Text). Each item can have a note (annotation) or be removed.
• Bottom bar: “X source(s) will be added” on the left; Cancel and Add to Workbook on the right. Add to Workbook is disabled when the list is empty or when submitting.

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10. What happens after submission?

• URL → “URL” type in Sources. File/Folder → uploaded and displayed as “File” or “Folder”. Integration → selected account as “Integration”. Text → saved as “Text” type with timestamp in title.
• If you added a note, it is saved with the item. The left Sources list refreshes; new sources appear under the corresponding group by type.

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11. Scene quick check and combination use

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12. Common problems and solutions

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3-3 Core Concept — Sheet0 Skills

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1. What are Skills?

• Overview: Skills are reusable capabilities used to extend the functionality of agents. They are like specialized “instructions” that teach Sheet0 how to consistently handle specific tasks. Example: The collect-reviews skill explicitly tells Sheet0 what data to extract from the product page, in what format, and how to ensure quality.
• Why use Skills? Once set up, you can directly reuse similar tasks without repeating the instructions—faster and save more credits.

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2. Your first Skill: 3 steps

1. Open Skill Marketplace — Click on Skill Marketplace in the sidebar.
2. Find a skill — Browse categories or search (e.g. yc-batch-monitor, email-campaign-automator).
3. Add to Workbook — Click the skill → Add to Workbook → Select your workbook from the drop-down list.

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3. How to use skills in Sheet0

• Find Skills: Sidebar → Resources → Skills marketplace. Marketplace has search bar, categorization labels (All Skills, Data Collection, Social Media, Automation, Analysis), and skills list (name, publisher, installation times).
• View details: Click any skill to see name, publisher, update time, installation frequency, and SKILL.md content (description, required integration, function, etc.).
• Add to Workbook: On skill details page → Add to Workbook → Select workbook from drop-down → Skill installation complete.
• Manage in workbook: Skills appear in Context sidebar → Skills. Available actions (click skill’s … menu): Edit (modify SKILL.md, creates local copy), View history, Delete (remove from current workbook).

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4. Create your own Skills

• Step 1: Complete the task with Sheet0 as usual (e.g. collect product reviews, extract company data, automate email campaigns).
• Step 2: In chat, type: @sheet0-skill-creator Create a skill from what we just did — or more specifically: @sheet0-skill-creator Create a skill called “collect-amazon-reviews” based on the review collection workflow we just completed.
• Step 3: The agent guides you: asks how skills work, identifies components to reuse (scripts, schemas, workflows), generates structurally correct SKILL.md, creates supporting files (references, scripts, assets), verifies format.
• Step 4: Test and iterate. To adjust: @sheet0-skill-creator Update the skill to also capture review dates.

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5. Skill structure

• Folder structure: skill-name/ with SKILL.md (required), optional scripts/, references/, assets/.
• SKILL.md: Frontmatter (YAML) with name, description; body (Markdown) with instructions for the agent.
• For Data Acquisition workflows, Sheet0 uses a Contract + Runbook pattern; @sheet0-skill-creator adopts this when applicable.

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6. Publish to Marketplace

• Before release: Test in at least one real mission; SKILL.md describes clearly and includes trigger phrases; required chapters complete; no hardcoding only for local use.
• Publish: In workbook → Context → Skills → find skill → … → Publish → Fill name, description, categories, tags, visibility → Publish. Recommended: set to Private first, then change to Public after testing.
• Update: Edit skill → … → Publish Update → Fill Change Log. Unpublish: … → Unpublish (installed users keep copies). Fork: … → Edit to create a local editable copy; you can publish the fork with a new name. Version: New version each update (v1, v2, v3…); users can View history.

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8. FAQ (Skills)

• Do I need to enter @skill-name to use a skill? No. Describe requirements naturally; the agent will match. @ prefix is only for built-in skills like @sheet0-skill-creator.
• What if multiple skills match? The agent evaluates and selects the most relevant. To specify: “Use collect-amazon-reviews skill to crawl comments on this page.”
• How many skills per workbook? No hard limit; progressive loading avoids slowdown.
• Same skill in multiple workbooks? Yes. Publish (even private), then install from Marketplace in other workbooks.
• How to turn a task into a skill? @sheet0-skill-creator Create a skill from what we just did.
• Where are created skills saved? Current workbook’s .claude/skills/. For other workbooks, publish to Marketplace.
• Can I edit Marketplace skills? Yes; Edit generates a local fork; original is unaffected.
• Skill not triggered? Check description for trigger phrases; confirm it’s added to current workbook (Context → Skills); make the request more specific or name the skill.

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3-4 Core Concept — Sheet0 Tables

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1. Recognize the interface of Table

• Top status bar: Table name (e.g. yc_companies), update mode (Incremental/Full), status (e.g. “Up to date”), buttons: Run now, Schedule, View lineage (coming soon).
• Bottom update summary: e.g. “Latest update summary · +118 new · 118 total · …” and “View full change log”.

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2. Columns and data types

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3. How data enters the table

• Testing phase: Only the first few pieces of data are processed; not written into the table. You can review; proceed after confirming.
• Formal stage: Data is written into the table in real time; you can see the row count at the bottom of the table increase.

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4. Review table structure (Column Review)

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5. Incremental mode vs full mode

• Incremental: New data is appended; old data remains. Running multiple times stacks data. Suitable for continuous accumulation (e.g. Product Hunt new products weekly).
• Full: Each run replaces old data (old data is archived and can be rolled back). Suitable for “current state” (e.g. competitor prices).

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6. Deduplication

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7. Toolbars

• Filter/Sort — Coming soon.
• Layout — Line height (compact/moderate/loose), column width.
• Insert — Insert row or column.
• Export CSV — Upper right; UTF-8 encoding, Chinese will not be garbled.

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8. Edit data

• Right-click cell: Edit, Delete row, line-height.
• Right-click column header: Change column name and type, delete column, Run/Re-run Column (agent repopulates). Drag to reorder columns or resize.
• Add a column: Insert → Insert Column → set a Prompt (e.g. “Determine the industry based on the company introduction”) → Sheet0 fills the column.

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9. Multiple tables

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10. Not found and data verification

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11. Operation tips

• Table supports infinite scrolling; new rows appear automatically during collection.
• Select multiple rows: click checkbox for first row, then Shift + click last row.
• Double-click the right edge of the column header to reset column width to default.
• Most operations are in the right-click menu.

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Part 4: FAQ

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4-1 What are the differences in the new version of Sheet0?

1. More flexible data sources — Deep Research recommendations, local file uploads (Excel/CSV/documents); searched sources and existing data can be used together in the same workbook.
2. All tasks can be run multiple times for a long time — Tasks exist in the Workbook; data continues to accumulate; supports repeated runs and future automatic updates (monitoring, research, long-term projects).
3. Switch from cloud browser to local browser plugin — New version provides a local browser environment via plugin; webpage access is closer to real users; stability and success rate improved. Install and enable Sheet0 Browser Extension; the agent selects the appropriate browser at runtime.
4. Agent’s ability to handle complex tasks — Multi-page, multi-data-source, and complex filtering that were difficult before now run more stably (run time may be longer).
5. Traceable data — Not found = marked “Not found”; incomplete = “Partial”; every result can be traced back to its source.
6. Workbook and Skills — Reusable data workflows; same task doesn’t start from zero; faster and lower cost.
7. Marketplace — Use workbooks and skills created by others; no need to build from scratch.
8. New UI — Less reliance on chat; Plan Mode helps clarify needs; next-step suggestions after data is ready.

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4-2 Encountered any usage issues?

• You have clear demands for data but don’t know where the data source is
• The task can run but the structure is not ideal
• You think a certain process can be made into a Template/Skill
• You want to turn your workbook into a long-term asset but don’t know how

• Sheet0 Assistant (WeChat): Hxrbusha
• Book a call: https://cal.com/wellssheet0/chat

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4-3 End note

• Sheet0 | X | Instagram | LinkedIn | YouTube | Sheet0 Case Library
• Technical support: help@sheet0.com