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Sheets

A built-in spreadsheet workspace. Build budgets, financial models, and trackers with formulas and formatting — import Excel/CSV or Google Sheets, share with public or password-protected links, and discuss with cell-anchored comments.

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Written by Baltej Singh

What it does

A built-in spreadsheet workspace. Build budgets, financial models, and trackers with formulas and formatting — without leaving Nautis. Your sheet list sits on the left and a full spreadsheet editor on the right. Import Excel/CSV files (or pull them from Google Sheets), share a sheet with a public or password-protected link, and discuss it with cell-anchored comments.

Who can use it

  • Anyone with read permission for Sheets can view; create is needed for New sheet, importing, and duplicating; update for editing; delete for deleting.

  • Your plan may cap monthly sheet creation — duplicates and imports count toward it.

  • Sharing with specific teammates requires an organization.

How to get here

From the sidebar, open Profile & Company and click Sheets.

Step-by-step: create a sheet

  1. Click New sheet. A spreadsheet named Untitled sheet opens immediately — no form first.

  2. Click the title (pencil icon) to rename, or use ⋯ → Edit sheet to set Title (required, 160 chars), Description (480 chars), Folder, and Shared with team (selected teammates can view and edit; the owner and org admins always have access).

  3. Click Save.

Step-by-step: edit a spreadsheet

  • Click any sheet to open the editor. Use the toolbar for formatting; type = for formulas.

  • Autosave runs ~1.5s after you stop typing — a pill shows Saving… / Saved / Save failed. Ctrl/Cmd+S saves instantly.

  • Click Refresh data to pull in a teammate's latest changes.

Step-by-step: import and export

  • From system — drag in up to 10 files (.xlsx, .xls, .csv; 10 MB each). Each becomes a sheet.

  • From Google Sheets — click Connect Google account the first time, then pick up to 10 spreadsheets to import. Disconnect anytime.

  • Export — download icon in the editor → Excel (.xlsx) or CSV (.csv).

Step-by-step: organize

  • Search sheets… filters by title and content.

  • Folders (orgs only): filter by folder, Manage folders to create color-coded ones, ⋯ → Move to folder.

  • Pin keeps a sheet at the top; everything else sorts by most recently updated.

  • Duplicate creates a "(copy)".

Step-by-step: share outside your team

  1. Open the sheet and click Share.

  2. Choose Public (anyone with the link) or Private (password or specific recipient email).

  3. Optionally set expiry (1/7/30/90 days) and a Message.

  4. Pick permissions: viewing always on; Allow comments default on; Allow editing and Allow download default off.

  5. Copy the link. Use Manage links to revoke, reset passwords, change permissions, and see view counts.

Step-by-step: comment

Click the Comments toggle. Select cells and click Attach selected cells to anchor a comment to an exact range. Resolve, reopen, or delete from the sidebar. Guests on shared links can comment if allowed.

Step-by-step: delete

⋯ → Delete, then confirm in Delete this sheet?. Permanent — no undo.

Tips & limits

  • Rename sheets right away — every sheet starts as "Untitled sheet".

  • Imports: .xlsx/.xls/.csv only, 10 MB per file, 10 files per batch.

  • No live co-editing — click Refresh data to see teammates' changes; last save wins.

  • The spreadsheet engine downloads on first open each session, so the first open takes a moment on slow connections.

  • On mobile, tap a sheet for a full-screen editor with a Back button.

FAQ

Do my changes save automatically?

Yes — autosave shortly after you stop typing, plus Ctrl/Cmd+S for instant saves.

Can two people edit at once?

Not live. You see each other's changes after clicking Refresh data. Take turns on shared models.

Can I share with an investor who doesn't use Nautis?

Yes — create a public, password-protected, or email-locked link with your choice of comment/edit/download permissions. Revoke anytime.

Does Sheets have AI features or templates?

Not yet. Sheets start blank, or import an existing file as a starting point.

It says it couldn't load the spreadsheet engine.

Check your connection and reload. Corporate firewalls that block CDN traffic can also cause this.

Why can't I create a new sheet?

You either lack create permission or hit your plan's monthly limit — duplicates and imports count too.

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