GUIDE · GETTING STARTED

Your first useful
workspace starts here.

Start with one thing you need to track. A small, clear workflow is easier to trust and easier to improve.

01

1. Choose one real workflow

Open your configured Ralti app and sign in. Use a blank sheet, import CSV or TSV, browse Templates, or describe a request such as “I want to track content ideas.” In local development mode, a guest can start working before creating an account.

02

2. Give the records a useful shape

Add fields for the information you need to act: a name, status, owner, and date are often enough. The first column names each record. Add two or three non-sensitive example records and edit a value directly.

03

3. Save a view that answers a question

Use the plus button on the view bar to create a Board, Calendar, or another supported layout. Set filters and sorts in View settings. A view changes how you see the records; it does not create a second copy.

04

4. Try one reviewed AI change

Open Ask Ralti and ask “Add a priority field.” Read the proposal and refine it if necessary. Apply when it is right. When AI is unavailable, the app reports it; manual editing remains available and the built-in helper is an explicit choice.

05

5. Build out only what helps

Connect a second sheet, add a dashboard, or invite a teammate once the first workflow works for you. Keep your deployment and backups in mind before bringing in important business records.

YOUR NEXT CHAPTER

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