Guide
Getting started with Relationsheet
Six steps from a blank base to a connected system your whole team can run on.
1. Create your first sheet
Open the app and start typing — it behaves like a spreadsheet, with typed columns, formatting, and undo/redo. Or import a CSV to bring existing data in.
2. Link your tables
Add a relation column to connect rows across sheets — customers to invoices, projects to tasks. Now your data is a connected model, not isolated tabs.
3. Look up and roll up
Pull a linked field through with a lookup, or summarise related rows with a rollup — a customer's total invoiced, a project's open tasks — computed live.
4. Change the view
See the same records as a grid, a Kanban board, a calendar, or a Gantt timeline with dependencies. Publish a view as a form to collect new rows.
5. Automate the busywork
Add a rule so that when a row changes, Relationsheet sets a value, creates a linked row, notifies you, or calls a webhook — like turning a won deal into an invoice.
6. Set who sees what
Invite your team and grant access by sheet, row, or column — to people or groups, even conditionally — all enforced in the database.
Ready to build?
Open the app and create your first relational base.