What are Checkpoints in Shortcut?

Checkpoints are automatic save points created every time the AI makes changes. You can restore to any previous checkpoint with one click, like unlimited undo.

How does Multi-conversation work?

Multi-conversation lets you have multiple separate conversations on the same workbook. Start a new conversation with the + button and each maintains its own context independently.

What files can I attach in Shortcut?

You can attach PDFs (text and tables extracted), images (AI can read and analyze), and other spreadsheets for reference. Use the attachment icon in chat.

Become a Shortcut Power User

Here's what separates casual users from power users. These features let you work faster and with more confidence.

Checkpoints

Never fear breaking your spreadsheet again. Every AI action creates a checkpoint you can restore to with one click.

How Checkpoints work:

•Automatic: A checkpoint is created before every AI action
•Instant restore: Click any checkpoint to restore your spreadsheet to that state
•Full history: See exactly what changed at each checkpoint

Why it matters:

Experiment freely knowing you can always go back. Try different approaches, test complex changes, and iterate quickly without worrying about breaking your work.

Multi-Conversation

Have multiple separate conversations on the same workbook. Each conversation maintains its own context, so you can work on different tasks without mixing them up.

How to use Multi-Conversation:

1.Click the "+" button to start a new conversation
2.Each conversation runs independently
3.Switch between conversations using the tabs

Use cases:

• Build a model in one conversation while asking questions in another
• Keep separate contexts for different tasks on the same workbook
• Start fresh without losing your previous conversation history

Attachments

Give the AI more context with files. Upload PDFs, images, or other spreadsheets to help the AI understand what you need.

Supported file types:

PDFs

Extracts text and tables

Images

AI can read and analyze

Spreadsheets

Use as reference data

Pro tip:

Upload a CIM, financial statement, or reference document. Ask Shortcut to "build a model using the data from the attached PDF" - it will extract the numbers automatically.

Excel Plugin & Google Sheets Add-on

Use Shortcut directly in the tools you already have. Our Excel plugin and Google Sheets add-on bring AI assistance to your existing workflow.

Excel Plugin

Works with Excel desktop. Install from the Office Add-ins store.

Google Sheets

Works with Google Sheets in your browser. Install from Google Workspace Marketplace.

Key Takeaways

Checkpoints - Automatic undo points for every AI action
Multi-Conversation - Run multiple AI tasks in parallel
Attachments - Give the AI context with PDFs, images, and files
Plugins - Use Shortcut in Excel and Google Sheets

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