Sheets
Sheets are team databases that agents can update across sessions. People can inspect and edit the same records.
Keep information that should outlive one session in a Sheet. People and agents can update the same records today, then find them again when the next task starts.
Video placeholder
Record a new Sheet for a team. Ask an agent to add the fields and records, keep the live update visible, then open that Sheet from the main Sheets page.
Use a Sheet when the information should last
Keep a table in the session when you only need a quick answer. Choose a Sheet when the team will return to the data, filter or edit it, and ask an agent to continue the work later. Because the Sheet belongs to a team rather than one session, it stays near the work it supports.
- 01
Sheet
One database for work you expect to revisit, such as a lead list or inventory records.
- 02
Page
A tab for one record type. A sales Sheet might have separate Companies and Contacts pages.
- 03
Field
A typed column. Its type tells people and agents which values belong there.
- 04
Row
One record that people and agents can edit or find again in a later session.
Image placeholder
Frame the complete Sheets panel with readable demo records. Include the Sheet selector and page tabs, field type icons, and every toolbar control from Search through Undo.
Create it yourself or ask an agent
Open Sheets from the workspace sidebar; Hivy groups each database under its team. If you know the columns you need, start with a blank Sheet. Otherwise, ask an agent with Sheets tools to plan the structure and add the records.
Tell the agent what one row represents and what you'll do with the result. For a lead database, you could ask for Company, Contact, Status, Owner, and Next step fields. That gives the agent enough context to pick field types instead of dropping everything into plain text columns.
Open SheetsUse field types that match the work
Field types change how a cell behaves. Use text or long text for words; numbers, checkboxes, select choices, and dates keep structured values tidy. Sheets also handle URLs, email addresses, phone numbers, attachments, and relations to rows on another page.
Pages let connected record types live in the same Sheet without mixing their fields. Companies and Contacts, for example, work well as two pages with a relation between them. Start another Sheet when teammates would naturally look for a separate database.
Find the records you need
Search scans the current page, filters narrow it by field, and sort rules set the row order. Save a view if teammates need that setup again; it remembers hidden columns and column widths too.
Agents query the same records directly. Ask, "Which qualified leads have no next step?" The agent can return only those rows or update them where they sit.
Bring data in and take it out
Import puts a CSV into an existing page after you check the columns Hivy detects and map each one to a Sheet field. A large file can keep running in the background while Hivy reports its progress.
Select Export to download the current page as a CSV. The file contains every field and row from the grid, ready for another system to read.
Work alongside agents without losing control
People see an agent's edits as they happen. Hivy keeps recent row writes, imports, and field changes in the operation log. Open Undo to reverse the operation that caused the problem.
Give the agent a narrow rule before a large update: name the rows it should change and the fields it must leave alone. It reads fresh data before a bulk write, so a teammate's recent edit doesn't get replaced by an old value.
Sheet access follows the team
Hivy keeps every Sheet inside the team where someone created it. A person needs access to that team. An agent also needs a session there and must have Sheets tools before it can read or change the records.
Turn a Sheet into an app
A grid won't suit every job. Ask Ricky to build an app over the Sheet when teammates need a dashboard, an approval queue, or a purpose-built editing screen; the records continue to live in the Sheet.
Build an app with Ricky