> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tablixhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Sign in with Google or Microsoft, explore the Tablix dashboard, pick a template, and create or import your first AI spreadsheet.

## Signing In

On first visit you'll land on the sign-in screen. You can:

* **Continue with Google**
* **Continue with Microsoft**

<Note>
  You need a Google or Microsoft account to sign in — Tablix does not offer a guest/no-account mode.
</Note>

## The Dashboard (Home Screen)

After signing in you land on your home dashboard, which has:

* **Create new** — opens a blank spreadsheet
* **Import files** — upload a file to start from. Supported formats: `.xlsx`, `.csv`, `.json`, `.xls`, `.sheet`
* **Use Template** — opens the [template gallery](#templates)
* **Recent Spreadsheets** — your files, synced via connected Google Drive. Toggle **grid** or **list** view, and search by name
* **Trash** — removed files can be restored or permanently deleted
* **Settings** — account settings
* **Integrations** — connect external data sources
* Your profile menu (bottom-left) — account email and **Logout**

<Warning>
  `.xls` (legacy Excel format) shows a compatibility warning modal, since it isn't imported the same way as modern formats. Convert to `.xlsx` first if you run into issues.
</Warning>

If Google Drive isn't connected yet, the dashboard prompts you to **Connect Google Drive** so spreadsheets can be saved and synced.

## Templates

<AccordionGroup>
  <Accordion title="Finance">
    Budget Tracker, Financial KPI Dashboard, Stock Market Analysis Dashboard
  </Accordion>

  <Accordion title="Sales & Marketing">
    Sales Analytics Dashboard
  </Accordion>

  <Accordion title="HR & Management">
    Human Resources Dashboard
  </Accordion>

  <Accordion title="Education">
    College GPA Calculator
  </Accordion>
</AccordionGroup>

Selecting a template loads a pre-built `.sheet` file with data, formatting, and charts already in place, which you can then customize freely.

## Creating Your First Spreadsheet

<Steps>
  <Step title="Start a spreadsheet">
    Click **Create new** on the dashboard (or open a template/import a file).
  </Step>

  <Step title="Land in the editor">
    You land in the spreadsheet editor with an empty grid and one sheet tab.
  </Step>

  <Step title="Add data">
    Start typing into cells, or use **Import** from within the editor to bring in a CSV/XLSX/JSON file.
  </Step>

  <Step title="Try the AI">
    Open the **AI Analyst** sidebar any time you want the AI to build something for you instead of doing it by hand. See [AI Assistant](/ai-assistant).
  </Step>
</Steps>

## Saving Your Work

Files are saved as Tablix's native `.sheet` format and synced to your connected Google Drive. You can also export at any time to **CSV**, **XLSX**, **PDF**, or **HTML** — see [Spreadsheet → Import & Export](/spreadsheet#import-export).

## Plans & File Limits

Tablix has three plans:

| Plan             | Price   | Files     | AI messages/mo |
| ---------------- | ------- | --------- | -------------- |
| **Starter**      | \$0     | 10        | 20             |
| **Beginner**     | \$5/mo  | Unlimited | 200            |
| **Professional** | \$10/mo | Unlimited | 1000           |

<Note>
  When you hit the Starter plan's file limit, a modal prompts you to upgrade. See [Payment & Billing](/payment) for the full feature breakdown of all three plans and the complete checkout flow.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="Learn the Grid" icon="grid-2" href="/spreadsheet" />

  <Card title="Meet the AI Assistant" icon="sparkles" href="/ai-assistant" />

  <Card title="Speed Up with Shortcuts" icon="keyboard" href="/keyboard-shortcuts" />

  <Card title="Build a Chart" icon="chart-column" href="/charts" />
</CardGroup>