Business User Guide

Step 1: Sign Up & Sign In

1. Create your account by excercising our quick sign up
2. Sign in to access your dashboard immediately (if needed)

Step 2: Upload Your Excel File

What works best:

• Excel files (.xlsx, .xls) with named cells for your inputs and outputs
• Cells with formulas become output fields (read-only in APIs and forms)
• Cells without formulas become input/output fields (can be set via API or form, returned in response)
• Clear, descriptive names for your cells (e.g., "income" not "B1")

Example: Tax Calculation Model

Named Cells:
income = B1: 50000                                         (input/output - no formula)
tax_rate = B2: 0.22                                        (input/output - no formula)
standard_deduction = B3: 12950                             (input/output - no formula)
taxable_income = B4: =MAX(0, income-standard_deduction)    (output only - has formula)
tax_owed = B5: =taxable_income*tax_rate                    (output only - has formula)

1. Click "Upload Spreadsheet" in your dashboard
2. Select your Excel file
3. Choose the worksheet you want to convert (if multiple sheets)
4. Sheetflow automatically discovers your input and output fields

Step 3: Configure Your API and Form

Field Discovery: Sheetflow scans your spreadsheet for named cells and automatically determines:

• Input/Output fields: Named cells without formulas (like income, tax_rate)
• Output-only fields: Named cells with formulas (like tax_owed)
• Field types: Automatically detected from Excel cell formatting (number, text, date, etc.)

Review your API and form fields:

1. Check detected fields - Sheetflow shows all named cells it found
2. Field types are set automatically based on your Excel cell types
3. Field names come from your Excel named cell names

💡 Pro Tip: Use descriptive names for your Excel cells (e.g., "annual_income" instead of "input1") since these become your API and form field names.

Step 4: Test Your Calculation

Built-in Testing: Before going live, test your calculation using the auto-generated test interface:

1. Use the Test API dialog:

   • Input fields appear with their detected types (number, text, etc.)
   • Enter test values (e.g., income: 75000)
   • Click "Test API" button
   • See the complete JSON response immediately

2. Example test:

   Inputs:
   - income: 75000
   - tax_rate: 0.22
   - standard_deduction: 12950
   
   API Response:
   {
     "success": true,
     "data": {
       "income": 75000,
       "tax_rate": 0.22,
       "standard_deduction": 12950,
       "taxable_income": 62050,
       "tax_owed": 13651
     }
   }
   

Note: The response includes both your input values and calculated outputs, so you can verify everything is working correctly.

Step 5: Get Your API and Form Details

Once tested, you'll receive:

• API Endpoint URL: https://sheetflow.cloud/api/calculations/{your-sheet-id}
• Public form URL: A shareable web form for running the same calculation in a browser
• Authentication Key: For secure access
• Documentation: Auto-generated based on your fields

Step 6: Share with Your Team

For Developers: Provide them with:

• API endpoint URL
• Authentication details
• Field documentation

For Business Users: They can use the web interface to:

• Run calculations manually
• View calculation history
• Update the underlying Excel logic

Ready to get started? Sign up now and convert your first Excel model to an API or web form in minutes!