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SheetSteps
SHEETSTEPS FOR RESEARCH & ANALYSIS

Turn scattered sources into
clear, comparable evidence.

Collect public webpages, extract the exact facts you need, compare sources row by row, and ask questions across the resulting research workbook.

Works with Google Sheets · Preview before writing · No code required
SheetSteps AI · Research & AnalysisRUNNING
INSTRUCTION

Collect company, product, positioning, pricing, location, and evidence URLs from a list of websites.

1  Read input2  Extract fields3  Review output

1source tablecomplete

2structured factscomplete

3comparisonready

WHAT THIS MEANS IN PLAIN ENGLISH

SheetSteps does the repetitive browser and spreadsheet work.
You stay in control of the decisions.

You start with rows in Google Sheets—usually URLs, records, or text. You tell SheetSteps what a useful finished row should contain. It tests the instruction on a small sample, shows the proposed columns, and only runs the larger job after you approve it.

01 · SOURCE TABLE

One row per source, with its URL and evidence

02 · STRUCTURED FACTS

The same fields collected from every page

03 · COMPARISON

Differences and missing information made visible

04 · SYNTHESIS

Source-backed summaries across the workbook

SHEETSTEPS AI FUNCTIONS

What SheetSteps AI does
for this work.

These are real capabilities in the product, combined into a workflow for this profession.

01

Web extraction

Collect consistent facts and evidence from many public sources.

02

Workbook intelligence

Compare claims, find gaps, and ask questions across the completed research table.

03

AI formulas

Classify, summarize, score, and extract fields row by row.

04

Monitoring

Recheck important sources and isolate material changes.

REAL WAYS TO USE IT

Start with the job
you already do.

You do not need to redesign your process around AI. Begin with one slow, repetitive part of the workflow and keep the result in a familiar spreadsheet.

01

Market landscape

Collect company, product, positioning, pricing, location, and evidence URLs from a list of websites.

02

Literature and policy review

Pull dates, claims, authors, definitions, and quoted evidence into consistent research columns.

03

Vendor comparison

Compare features, restrictions, support, integrations, and public pricing without juggling browser tabs.

04

Ongoing monitoring

Recheck important pages and surface only material changes for human review.

FROM INPUT TO USEFUL OUTPUT

What goes in.
What comes back.

Each step stays visible, so a teammate can understand the workflow without reverse-engineering a script.

1Input
Public URL or list of URLs
2Extract
Title, author, date, claims, facts, citations
3AI action
Classify, summarize, compare, flag conflicts
4Output
A reviewable evidence table in Google Sheets
HOW TO START

Your first useful workflow
in four understandable steps.

  1. 01

    Add your sources

    Paste URLs, import a sitemap, or start with a list already in your Sheet.

  2. 02

    Name the evidence

    Choose the facts every source should provide. SheetSteps turns each fact into a column.

  3. 03

    Test one source

    Preview a representative page and adjust vague or missing fields before running the list.

  4. 04

    Review the table

    Filter missing evidence, open source links, and ask questions across the completed workbook.

READY-TO-USE WORKFLOWS

Start with a tested formula.
Turn it into a recipe when it works.

These SheetSteps AI templates are selected specifically for this Solution. Copy one into Google Sheets, customize it, or run it across a previewed batch.

Research & Analysis

Source fact extractor

Pull the same evidence fields from every source.

=SHEETSTEPS_EXTRACT(A2,"author, date, claim, evidence")
Research & Analysis

Source summary

Summarize a source without losing its core claim.

=SHEETSTEPS_SUMMARIZE(B2,"3 factual bullets")
Research & Analysis

Evidence classifier

Group sources into a fixed research taxonomy.

=SHEETSTEPS_CLASSIFY(B2,"Primary, Secondary, Commentary")
Research & Analysis

Page-data collector

Collect metadata from each public research URL.

=SHEETSTEPS_PAGE_DATA(A2)
FREE GOOGLE SHEETS TEMPLATES

Use a ready-made Sheet
as your starting point.

Copy a template, add your own rows, then use SheetSteps AI when you need to research, clean, analyze, or update the workbook.

Education

Research Tracker

Research Tracker with a purpose-built research tracker entries tab, live totals and example rows for students.

Records29View free template →Real estate

Comparative Market Analysis

Comparative Market Analysis with a purpose-built working records tab, live totals and example rows for agents.

Records27View free template →Events

Venue Comparison

Venue Comparison with a purpose-built calculations tab, live totals and example rows for event planners.

Records32View free template →Small business

Vendor Tracker

Vendor Tracker with a purpose-built vendor tracker entries tab, live totals and example rows for owners.

Records24View free template →
Browse downloadable spreadsheet templates →
FAQ

Questions about
SheetSteps for Research & Analysis.

Clear answers about how the workflow works, what data it can use, and where a person remains in control.

Can SheetSteps summarize several sources together?+

Yes. After the sources are structured in a workbook, SheetSteps can compare rows, group themes, identify disagreements, and create a source-linked summary without hiding the underlying evidence.

Can I extract quotations and citations?+

Yes. Add quote, source URL, author, publication date, and page title as separate fields. Always review quotations against the linked source before publishing.

Do I need to write code or know web scraping?+

No. Describe the information you need in ordinary language, select suggested fields, and test one example. Advanced users can still use selectors and more precise extraction rules when needed.

Will SheetSteps change my source spreadsheet automatically?+

No. SheetSteps shows a preview before writing results. You choose the destination columns, review a sample, and approve the run. Existing source cells remain protected unless you explicitly choose to update them.

Does SheetSteps work inside Google Sheets?+

Yes. The Google Sheets add-on can use selected cells as inputs, preview new columns, run larger jobs in the background, and write reviewed results back into the same workbook.

READY TO TRY IT?

Put one real research & analysis workflow
into SheetSteps AI.

Start with a small sample. Keep the output understandable. Scale only after the result looks right.

Start a research workflow →