Refine a sync with Hopted AI

Hopted AI can help refine a data sync when the feature is available in your account. Make the target and intended result clear, especially when a tab contains more than one sync.

#Request a focused change

1. Open the sheet tab you want to work on and select Hopted AI.
2. Check the current sheet and target sync shown in the chat. Select the intended sync where a selector is offered.
3. Describe the change, such as adding an inventory column, changing the reporting period, or refreshing every morning.
4. Review the proposed change. Ask for a revision if it affects the wrong source, account, field or schedule.
5. Select Yes, apply this proposal only after the proposal matches your goal.

#Handle follow-up revisions

When a proposal is pending, use the revision prompt to explain what should be different. Be explicit about what to keep as well as what to change. Check the saved configuration after applying.

If you reach the chat's Apply limit, follow the new-chat prompt or use New chat as offered. Inspect any already-applied changes before requesting them again.

#If the context changes or an action fails

Switching tabs or changing available connections can affect which sync the request applies to. Recheck the target and ask for a fresh proposal when needed.

For an error after applying, inspect Spreadsheet syncs and reload the spreadsheet before repeating the operation; the configuration may already have changed. You can also edit the sync manually or contact support.