Help CenterFeatures

Using Bookmarks in SheetXAI

Overview

The Bookmarks feature in SheetXAI allows you to save your frequently used prompts and AI commands for quick access. Bookmarks have been completely redesigned with a fresh, attractive interface that's more reliable and visually appealing, making it easier than ever to reuse your favorite commands.

Platform Availability: Bookmarks work identically in both Google Sheets and Excel versions of SheetXAI.

What Are Bookmarks?

Bookmarks are saved prompts that you can quickly access and reuse without retyping. They're perfect for:

  • Complex formulas or commands you use frequently
  • Standardized prompts that need consistent formatting
  • Multi-step operations you perform regularly
  • Custom workflows you've perfected over time

How to Save a Bookmark

Step 1: Create Your Prompt

  1. Type your prompt in the SheetXAI chat
    • This can be any command, formula request, or instruction
    • Example: "Write a product description for column A that highlights key features"
    • Example: "Analyze the sales data in columns A through E and provide insights"

Step 2: Save as Bookmark

  1. Click the bookmark button (bookmark icon) in the SheetXAI sidebar
  2. Your current prompt is saved instantly with one click
  3. The bookmark is stored and ready to use anytime

Tip: You don't need to execute the command first - you can save any prompt as a bookmark, even before using it.

How to Access Your Bookmarks

Opening the Bookmarks Menu

  1. Click the bookmarks icon in the SheetXAI sidebar
  2. A dedicated menu appears showing all your saved bookmarks
  3. Browse your bookmarks to find the one you need

Using a Bookmark

  1. Click on any bookmark in the menu
  2. The prompt loads into the chat input automatically
  3. Edit if needed or use it as-is
  4. Send the command to execute it

Managing Your Bookmarks

Viewing Bookmarks

  • All bookmarks are displayed in the dedicated menu
  • Each bookmark shows the prompt text
  • Bookmarks are organized for easy browsing

Deleting Bookmarks

  1. Open the bookmarks menu
  2. Find the bookmark you want to remove
  3. Click delete (or the remove option) on that bookmark
  4. The bookmark is removed with a single click

Note: Deleting a bookmark is permanent, but you can always recreate it if needed.

Best Practices for Bookmarks

What to Bookmark

Great candidates for bookmarks:

  • Complex SAI formulas you use regularly
  • Standardized content generation prompts
  • Data analysis requests with specific formatting
  • Multi-step operations you perform frequently
  • Custom workflows that require precise wording

Examples of useful bookmarks:

  • "Generate a professional email subject line for #A"
  • "Analyze sales trends in columns A-E and provide 3 key insights"
  • "Create product descriptions that are exactly 100 words, highlight benefits, and include a call-to-action"
  • "Format column B as currency and column C as percentages"

Organizing Your Bookmarks

  • Keep bookmarks focused: Each bookmark should serve a specific purpose
  • Use descriptive prompts: Make your bookmarks self-explanatory
  • Regular cleanup: Delete bookmarks you no longer use to keep the menu organized
  • Test before saving: Make sure your prompt works well before bookmarking it

When to Use Bookmarks vs. Custom Commands

Use Bookmarks when:

  • You want quick access to complete prompts
  • The prompt includes specific data references or context
  • You need to reuse a prompt with minor variations

Use Custom Commands when:

  • You want to create reusable system prompts for SAI formulas
  • You need to apply consistent formatting across many formulas
  • You want to use the !! prefix in SAI commands

Learn more: See our guide on Custom Commands for creating reusable SAI formula instructions.

Real-World Examples

Example 1: Product Description Workflow

Bookmark saved:

Write a compelling product description for #A that is exactly 75 words, highlights the top 3 benefits, uses persuasive language, and ends with a call-to-action.

Usage:

  1. Open bookmarks menu
  2. Click the saved bookmark
  3. The prompt loads with #A ready to reference your product data
  4. Execute to generate descriptions for all products

Example 2: Data Analysis Template

Bookmark saved:

Analyze the data in columns A through F. Provide: 1) Total sum, 2) Average value, 3) Top 3 trends, 4) One actionable recommendation. Format as bullet points.

Usage:

  1. Access bookmarks
  2. Select your analysis bookmark
  3. Execute to get consistent, formatted analysis every time

Example 3: Email Generation

Bookmark saved:

Write a professional cold email for #A (company name) mentioning that we offer #B (service). Keep it under 150 words, friendly but professional tone, and include a clear next step.

Usage:

  1. Use bookmark
  2. The prompt references columns A and B automatically
  3. Generate personalized emails at scale

Troubleshooting

Bookmark Not Appearing

  • Refresh the sidebar: Close and reopen SheetXAI if bookmarks don't appear
  • Check if saved: Make sure you clicked the bookmark button to save
  • Verify access: Ensure you're logged into the same account

Bookmark Not Working

  • Check prompt syntax: Make sure the saved prompt is still valid
  • Update if needed: Edit the bookmark if SheetXAI features have changed
  • Test manually: Try typing the prompt manually to see if it works

Too Many Bookmarks

  • Delete unused ones: Regularly clean up bookmarks you no longer need
  • Consolidate similar: Combine similar bookmarks into one versatile prompt
  • Use Custom Commands: For SAI formulas, consider Custom Commands instead

Summary

Bookmarks in SheetXAI provide a simple, reliable way to save and reuse your frequently used prompts. With the redesigned interface, accessing your favorite commands is faster and more intuitive than ever. Start bookmarking your most-used prompts today to boost your productivity!

Last updated on 2026-01-17

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