Getting Started
Detris is a smart spreadsheet platform with built-in AI capabilities. Organize your data into lists, enrich it with AI-generated content, and sync with your tools via API.
Quick Start Guide
Sign up for free
Create an account at detris.ai/sign-up using your email or Google account. No credit card required - you get AI credits and up to 20 lists to start.
Create or import a list
Click "New List" in the sidebar to create an empty list, or import existing data from a CSV file. Your data appears as a spreadsheet with customizable columns.
Use the AI Assistant
The AI Assistant is in the panel on the right. Type a message to start — it can create data, answer questions, search the web, and run templates on your behalf.
Try your first AI command
Type something like "Create a list of 20 SaaS companies with their website and CEO" or "Research the top 5 AI startups and add them to my list". The AI will understand your intent and use the right tools automatically.
What You Can Do
Chat with your data
Ask questions like "Summarize my list by region" or "Find duplicates in my data"
Generate content at scale
Create personalized emails, summaries, or scores for hundreds of rows in minutes
Import and organize
Import from CSV, add custom columns, and keep your data organized in multiple lists
Connect via API
Sync with your CRM, trigger webhooks, or build custom integrations
Explore Features
Lists
Lists are containers for organizing your data. Each list can have its own custom columns and settings.
How to create a list
- Click "New List" in the dashboard
- Give your list a name
- Import data from CSV or add rows manually
- Customize columns to track the data you need
Rows
Rows represent individual records in your lists. Each row can store any data you need to track.
Working with rows
- Add rows one at a time or import in bulk from CSV
- Edit row data directly in the table or via detail view
- Use bulk operations to update multiple rows at once
- Delete rows individually or in batches
Columns
Columns let you define what data to track for each row. Create custom columns for any information you need.
Basic column types
- Text: Names, titles, notes
- Email: Email addresses with validation
- URL: Website links
- Number: Scores, revenue, counts
- Date: Important dates and timestamps
See Column Types below for advanced types like Single Select and Checkbox.
Column Types
Beyond basic text columns, Detris supports structured column types that make data entry faster and more consistent.
Single Select
Choose from a predefined list of options. Great for status fields, categories, or any field with a fixed set of values.
- • Click column header → Column Type → Single Select
- • Add options with custom colors
- • Drag to reorder options
- • Auto-generate options from existing values
Checkbox
True/false toggle for binary data. Perfect for tracking completion, approval status, or any yes/no field.
- • Click column header → Column Type → Checkbox
- • Click to toggle on/off
- • Choose from 8 color options
- • Filter by checked/unchecked state
Cell Formatting
Style your cells with text formatting, alignment, and colors to highlight important data.
Text Formatting
- Bold —
⌘B - Italic —
⌘I - Underline —
⌘U - Clear Formatting —
⌘\
Number Formatting
- Number: 1,234.56
- Currency: $1,234.56
- Percentage: 12.34%
- Date: Jan 15, 2025
Adjust decimal places with the toolbar spinner.
Alignment
- Left align (default for text)
- Center align
- Right align (default for numbers)
Colors
- Background color: Highlight cells
- Text color: Emphasize text
Use the color picker buttons in the toolbar.
Sort, Filter & Search
Quickly find and organize your data with powerful sorting, filtering, and search capabilities. These view controls work instantly and can be accessed via the UI or through AI chat commands.
Using the UI Controls
↑Sorting
- • Click any column header to open the column menu
- • Select "Sort Ascending" or "Sort Descending"
- • A sort indicator appears in the column header when active
- • Clear sorting from the "Sort / Filter" toolbar or column menu
⊕Filtering
- • Click the filter icon in the "Sort / Filter" toolbar
- • Or right-click a column header and select "Add Filter"
- • Choose a column, operator (equals, contains, greater than, etc.), and value
- • Add multiple filters with AND/OR logic
- • Filter indicators show in column headers when active
Search
- • Use the search box in the top toolbar
- • Searches across all visible columns instantly
- • Results update in real-time as you type
Tip: You can also control sorting and filtering through the AI Assistant using natural language commands.
AI Assistant
The AI Assistant is powered by Claude and can help you manage your data through natural conversation. Ask questions, analyze data, create content, and automate tasks - all by typing in the chat pane.
What Claude Can Do
How to Use
- 1Open the AI pane on the right side of the dashboard
- 2Make sure you're in Agent mode to access tools (default)
- 3Type your request naturally - Claude will figure out what tools to use
- 4Watch Claude work - you'll see tool execution in real-time
Agent vs Chat Mode
Toggle between two modes depending on what you need:
Agent Mode
RecommendedClaude has full access to tools and can interact with your data.
- ✓ Search and query lists
- ✓ Create and modify rows
- ✓ Run AI templates
- ✓Web search & analysis
Chat Mode
Conversation only - no tools or data access.
- ✓ General questions
- ✓ Brainstorming ideas
- ✓ Writing help
- ✗ Cannot access your data
AI Tools
In Agent mode, Claude has access to these powerful tools:
Database Tool
Query and modify your data directly
- Search, filter, and sort with natural language
- Update multiple rows at once with smart matching
- Add, duplicate, or delete rows in bulk
- Run analytics and aggregations
- Batch multiple operations together
Apply AI Template
Run AI templates on multiple rows at once
- Generate content for 100+ rows in 2-3 minutes
- Apply any AI template you've created
- Track progress with real-time updates
- Automatic cost and token tracking
Web Search
Search the web for current information
- Find company information and news
- Research people and organizations
- Get current stock prices and data
- Available with Claude Haiku 4.5 in templates
Code Execution
Run Python code for complex data transformations
- Pandas and NumPy for data analysis
- Pattern matching and text processing
- Statistical calculations
- Custom data transformations
Deduplication
Find and remove duplicate rows based on email, name, phone, or any combination of fields. Just ask Claude naturally:
"Find duplicate rows based on email"
"Find duplicates where name AND company match"
"Remove duplicates, keeping the first occurrence"
Claude groups matches and asks for confirmation before deleting. Deletions are permanent.
Data Augmentation
Automatically research and enrich your data via web search. Add company size, industry, LinkedIn profiles, recent funding, and more.
How It Works
- Create an AI template with web search enabled
- Claude researches each contact's company
- Results populate a new column
Example Prompts
"Research each company and add industry + employee count"
"Find LinkedIn URLs for each contact"
Web search costs $0.01 per lookup ($10 per 1,000 searches).
AI Templates
Generate content for hundreds of rows at once. Create a template, apply to any list.
How It Works
- Create a template with
{column}placeholders - Apply to a list - Claude processes each row
- Results populate a new column automatically
Example: Lead Scoring
Rate this lead 1-10:
{name}, {title} at {company}
Return only a number.Pro tip:Enable Web Search to research each contact's company in real-time.
Tips & Best Practices
Choose Your Model
Switch between models anytime using the dropdown in the chat header:
Best value. Great balance of intelligence and speed for most tasks.
Most intelligent. Best for complex reasoning, multi-step tasks, and nuanced analysis.
Fastest & cheapest. Ideal for simple queries and quick data lookups.
🎤Voice Input
Click the microphone icon next to the send button to dictate your message. Voice recognition uses Deepgram for accurate transcription.
Tip: Voice input is great for describing complex queries naturally without typing.
Use @mentions for context
Type @ to mention lists, folders, or templates. Claude instantly knows which data to use.
Start small with bulk ops
Test AI templates on 5-10 rows first before running on your entire list.
Inspect tool execution
Click tool steps to see exactly what queries Claude is running.
Chat mode for brainstorming
Switch to Chat mode when you want to discuss ideas without modifying data.
Pricing
Simple, transparent pricing. No credit card required to start.
Free
- AI credits included
- AI List Functions
- AI Formulas
- AI Online Deep-search
- Sort, Filter & Deduplicate
- GPT-5.2 & Claude Opus 4.6 models
- Up to 20 lists, 50K rows each
- CSV, JSON, Excel, Google Sheets
- Gmail integration
- API & Websockets (5K req/mo)
- Email support
Plus
- More AI credits included
- Pay-as-you-go AI usage
- AI List Functions
- AI Formulas
- AI Online Deep-search
- Sort, Filter & Deduplicate
- GPT-5.2 & Claude Opus 4.6 models
- Unlimited lists, 500K rows each
- CSV, JSON, Excel, Google Sheets
- Gmail integration
- Additional integrations
- Unlimited API & Websockets
- Priority support
Pro
- Maximum AI credits included
- Pay-as-you-go AI usage
- AI List Functions
- AI Formulas
- AI Online Deep-search
- Sort, Filter & Deduplicate
- GPT-5.2 & Claude Opus 4.6 models
- Unlimited lists, 1M rows each
- CSV, JSON, Excel, Google Sheets
- Gmail integration
- Additional integrations (Hubspot, Salesforce)
- Unlimited API & Websockets
- Team collaboration
- Dedicated support
How AI Credits Work
- • Every plan includes AI credits that reset monthly
- • Credits are used for AI operations: chat, templates, bulk generation, and formulas
- • Higher plans include more credits — see your exact allowance in your dashboard
- • We pass through API costs directly from providers (OpenAI, Anthropic)
- • Paid users can continue past credits with pay-as-you-go overage, billed monthly
- • Track your usage in real-time from your account dashboard
AI Model Pricing
Prices are per 1 million tokens, passed through from providers.
AI Chat Models
Default: Claude Sonnet 4 (best value). Switch anytime in chat.
| Model | Input | Output |
|---|---|---|
| Claude Sonnet 4 default | $3.00 | $15.00 |
| Claude Opus 4.5 | $5.00 | $25.00 |
| Claude Haiku 4.5 | $1.00 | $5.00 |
AI Generation Models
| Model | Input | Output |
|---|---|---|
| GPT-5 Mini default | $0.25 | $2.00 |
| GPT-5 Nano | $0.05 | $0.40 |
| GPT-5 | $1.25 | $10.00 |
| Claude Haiku 4.5 | $1.00 | $5.00 |
| GPT-5 Nano | $0.05 | $0.40 |
| GPT-5 Mini | $0.30 | $2.00 |
| GPT-5 | $1.50 | $12.00 |
AI Formula (Claude)
Natural language formulas powered by Anthropic Claude. Default: Claude Sonnet 4.
Web Search (Optional)
Formulas
Create calculated columns with formulas. Detris supports both structured formulas (like Excel) and AI-powered formulas.
Structured Formulas
Reference cells using [ColumnName]RowNumber syntax.
=[Revenue]1 - [Costs]1
Calculate profit by subtracting Costs from Revenue for row 1
- • Math: +, -, *, /
- • Functions: SUM(), AVG(), COUNT()
- • Cell references are color-coded for easy reading
AI Formulas
Use natural language to create AI-powered formulas. Start with = and write your prompt.
=summarize [Description]1 in 2 sentences
AI will summarize the Description column value for row 1
=what industry is [Company]1 in?
AI will analyze the company name and return its industry
Tips
- • Drag to fill: Drag the formula handle to apply to multiple rows
- • Recalculate: Click the calculator icon in the toolbar to refresh formulas
- • AI costs: AI formulas use your AI credits (see Pricing)
API Integration
Connect Detris to your tools via our REST API. Sync data with your CRM, trigger workflows, or build custom integrations.
Get Started
Create an API key in your account settings, then use it to authenticate requests.
Webhooks
Get notified instantly when AI generation completes or data is imported. Webhooks push data to your server automatically, so you don't need to poll the API.
Setting Up Webhooks
- Open your profile menu and go to Settings → Webhooks
- Click Add Webhook
- Enter your HTTPS endpoint URL
- Select which events you want to receive
- Optionally scope the webhook to a specific list
Available Events
| bulk_import.completed | When a CSV/data import finishes |
| ai_generation.completed | When AI column generation finishes |
| ai_generation.failed | When AI generation fails |
Example Payload
{
"event": "ai_generation.completed",
"timestamp": "2025-11-30T20:00:00Z",
"webhook_id": "abc123",
"data": {
"listId": "list_456",
"columnName": "Lead Score",
"rowsProcessed": 50,
"apiUrl": "/lists/list_456/rows"
}
}After receiving a webhook, call the API with your API key to fetch the generated data.
Per-List Webhooks
You can scope webhooks to specific lists. When set to a specific list, the webhook only fires for events on that list. Global webhooks (no list selected) fire for all lists.
Rate Limits
API rate limits vary by plan. These limits help ensure fair usage and platform stability.
Free Plan
| API Requests | 5,000/month |
| Rows Processed | 5,000/month |
| Rate Limit | 20 req/min |
| Webhook Endpoints | 5 |
| Rows per AI Template Run | 50,000 |
Plus / Pro Plans
| API Requests | Unlimited |
| Rows Processed | Unlimited |
| Rate Limit | 200 req/min |
| Webhook Endpoints | 50 |
| Rows per AI Template Run | 200,000 |
Storage limits: Free: 50K rows/list, 500 columns. Plus: 500K rows/list, 1K columns.
Rate Limit Responses
When you exceed rate limits, the API returns a 429 Too Many Requests response. Implement exponential backoff in your integration to handle these gracefully.
{
"error": "rate_limit_exceeded",
"message": "Too many requests. Please retry after 60 seconds.",
"retry_after": 60
}Need help?
Contact our team for assistance with your account or integration questions.
Contact Support