Make a spreadsheet or a note in Omni
Ask for a spreadsheet and Omni lays one out that you can type straight into and save as an Excel or CSV file. Ask for a note and Omni pins it to Pinstant, where every device you use can see it.
Open OmniSteps
- A spreadsheet: type *create a spreadsheet*, *create a budget for the wedding* or *create a spreadsheet with columns name, email and phone*. Omni picks headings that suit what you named (a budget gets Item, Category, Planned and Actual), or uses the columns you listed.
- Type into the cells. Enter moves down and adds a row at the bottom, Tab moves across. A cell that starts with = is a formula, such as *=B2*C2* or *=SUM(D2:D9)*, and shows its answer when you leave it.
- Change it in words in the box under the sheet: *add a column called Due*, *add 5 rows*, *sort by Amount*, *add a total row*, *rename column Item to Product*, *make it csv*.
- Click Save. Omni saves the sheet to your Omni files as an Excel file (or CSV, if you asked) and gives you a file card you can open, download or share with Get a link. Formulas and the total row are kept as real Excel formulas.
- A note: type *add a note buy printer ink*, *note that the server password changed*, or just *take a note* and write it in the box. Click Pin it and it goes to your Pinstant board, marked as from Omni.
- Pin what a step made: end a chain with *pin it*, for example *what is the weather in Durban and pin it* or *convert 1500 USD to ZAR then pin it*. The answer is written into the note and pinned.
What happens next
Both work in a chain like any other step: *create a spreadsheet with columns item and price then email it to the accountant* sends the saved file. A note pinned from Omni appears on every device where Pinstant is open, the same as a pin made there.
Good to know
- A note keeps the words exactly as you said them. A spreadsheet title drops a leading *the*, so *a budget for the wedding* is titled Wedding.
- To start again, type *clear it* in a note, or open a new spreadsheet; nothing is saved until you click Save or Pin it.
Still stuck?
Tell us which step stopped you and what you saw on screen. We answer from Support.