Use a pre-made solution
Start from a ready-to-use report and choose the accounts it should use.
Pre-made solutions provide a starting point for common tasks. A solution can add new tabs and syncs to your spreadsheet, so review its purpose and account choices before using it.
Choose and apply a solution
- Open the enabled spreadsheet and select Hopted → Pre-made solutions.
- Browse the available solutions and read the description.
- Choose the solution. If Hopted asks for accounts or marketplaces, select the intended ones for each required integration.
- Review the choices and select Use solution.
- Wait for the success screen and open the tabs listed there.
The solution adds new tabs as needed. Existing syncs on the currently selected sheet do not require you to remove them before using a solution.
Customize the result
Open Spreadsheet syncs to inspect the syncs created by the solution. You can edit their fields, filters and schedules separately.
When Hopted AI offers a solution inside a chat, select Use solution template and complete its account-selection steps.
If the solution is unavailable
A Request access option is different from an available Use solution action. If the choices change while you are selecting accounts, review the refreshed options and try again.
If Hopted says creation started but the app could not refresh, reload the spreadsheet and inspect the tabs before attempting the solution again. For another starting point, build a sync manually.