Creating Projects in SiftHub allows you to collaborate seamlessly with your team and autofill documents efficiently. Follow the steps below to create a project from the SiftHub Web App:
Step 1: Click on "Create Project" button in the Projects List View
- Login to the SiftHub Web App using your credentials
- By default, you will be directed to the Projects List View upon logging in. This page displays all the projects you are part of.
- Locate the Create Project button in the top-right corner of the screen and click on it.
Step 2: Fill in the Project Details
Project Type
Select the type of project (e.g., Request for Proposal, RFI, Descriptive Proposal, Security Questionnaire, Vendor Assessment or Other) from the dropdown menu.
Primary Document:
You have two options for setting up your primary document, depending on how you prefer to collaborate:
Option A: Connect External File (Collaborate in Source Document) Paste a link to a Google Sheet, Google Doc, or Excel Online file.
Best for: Teams who prefer working in the original document interface (Google Workspace or Office 365).
Collaboration: You will use the SiftHub Browser Extension or MS Add-in to autofill and manage the project inside your document.
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Supported formats:
- For Google Workspace Users: Google Sheets or Docs in "My Drive". (.xlsx and .docx format files are not supported and need to be converted into Google Sheets and Google Docs respectively before creating a Project.)
- For Microsoft 365 Users: Excel files from global SharePoint sites. (Ensure you use global SharePoint file links and not ones from your OneDrive.)
Option B: Upload File (Collaborate in Web App) Click "Upload" to select a file from your local drive.
Best for: Teams who want a focused, form-based environment entirely inside SiftHub without needing extensions or external tabs.
Collaboration: You will use the SiftHub Web App Form Interface to autofill, edit, and export your responses.
Supported formats: .CSV, .XLSX, .DOCX.
Autofill Toggle for Primary Document
Whether you paste a link or upload a file, the autofill toggle will be visible and turned on by default.
Users can select whether they want SiftHub to Autofill the file or not. If the autofill toggle is on, the entire file outline detected will be autofilled at once. SiftHub will:
- Intelligently parse through the entire primary document (including each tab of a spreadsheet)
Note: Creating a SiftHub Project for Google Docs with multiple tabs is not supported currently. Only the first tab within the Google Doc is parsed and an outline is detected with sections and questions to be filled out. - Automatically detect the sections and questions in each tab (for spreadsheets) and only the first tab (for Google Docs).
- Identify the possible answer column(s) where the responses need to be populated (for spreadsheets).
- Generate answers for each questionnaire tab and autofill them in the designated answer column cells (for spreadsheets) or below the question (for Google Docs).
Source Filters:
You can configure the Source Filters and set Collections used for response generation in the Autofill runs on your primary document before creating a Project.
Note: Changing the Source Filters in the Answer tab of the Browser Extension will not impact the Autofill Source Filters, and vice versa.
Autofill Settings:
You can change the Autofill settings before creating a Project.
Autofill settings are similar to Generate answer settings which allow the user to set the language of the Autofill run, or set the Generation Mode (Focused or Comprehensive) for formulating responses.
Changing an Generate Answer Settings in the Answer tab of the Browser Extension will not impact the Autofill settings, and vice versa.
Instruction prompts
Add instruction prompts to customize the formatting and content used for each Autofilled answer. These are similar to the Instruction Prompts used in 'Generate Answer' from the Browser Extension, except that they will apply to each answer that is autofilled in the activity.
Supporting Documents:
Upload or link additional files containing supporting information such as response guidelines, evaluation criteria, additional about the questionnaire, or a statement of requirements.
Note: Supporting documents serve as reference materials only and aren't utilized in Autofill and answer generation.
Project information:
Project Name: Enter a descriptive title for the project.
Description: Provide context or instructions for the project for other collaborators.
Client: Enter the client name whom this Project is associated.
Due Date: Set a deadline to ensure timely completion. This is set to 2 weeks from now by default, if not manually set.
Priority Level: Choose High, Medium, or Low priority.
Project Stakeholders:
Owner: Assign the individual responsible for overseeing the project.
Delivery Manager: Specify the person handling timelines and delivery. By default, the user creating the Project will be assigned as the Delivery Manager
Collaborators: Add team members who will be working on the project.
Note: Project creators will have the option of granting edit access of Primary Document to each Collaborator or stakeholder.
Step 4: Click Create Project
Once all details are filled in, click the Create button.
Grant Access for External Links:
On clicking the create button, the system will prompt you to grant edit access of the primary document to SiftHub, if you haven't already done so. This is required so SiftHub can create an outline of the Project and Autofill it. To grant access - add the following email address - g-integrations@sifthub.io as an Editor to the primary document.
Answer Column Configuration for Autofill in spreadsheets:
For spreadsheets, if the Autofill toggle was on, SiftHub will analyze your primary document and present you with an Answer Column Configuration screen. While SiftHub automatically detects the most suitable answer column(s) for each tab, users can review and edit the configuration as they see fit to ensure answers are populated in the right columns across all document tabs.
Edit Configuration:
Click "Edit configuration" to review and customize how answers will be populated:
Tab-by-Tab Review:
- View all tabs with their auto-detected answer column(s)
- For each tab, you can:
- Select or modify primary answer column (A-Z)
- Select or modify answer type (Text or Dropdown)
- Add or modify a secondary column for complex responses
Answer Column Options:
- Select specific columns from the dropdown (A-Z)
- If header names are detected, they'll appear alongside column letters (e.g., "C - Vendor responses")
Answer Types:
- Text Answers: Populates AI-generated descriptive responses, incorporating context from your autofill instructions
- Dropdown Answers: Automatically selects appropriate values from cells' dropdown options or column headers, defaulting to text if none exist. Users don't need to specify the values manually
Multi-Column Support:
- Click "+ Add column" to configure a secondary answer column
- Useful for questionnaires requiring both dropdown selections (Yes/No, Compliant/Non-compliant) and explanatory text
- Each tab can have up to 2 answer columns configured
Learn more about answer types and multi-column support
Skip Tab Autofill:
- To skip autofilling a specific tab, delete all answer columns for that tab
- A message will confirm: "This sheet will not be autofilled as no answer column is configured"
Complete Configuration:
Click "Create Project" once reviewed to create your project
Post-Creation Workflow
1. SiftHub intelligently parses the entire primary document and identifies the sections and questions across all the tabs (in case of spreadsheets) or the first tab (in case of documents).
2. The sections and questions identified are arranged into an intuitive hierarchical structure called the Primary Document Outline - which is accessible through the Projects tab in Browser Extension or MS Add-in.
3. The aim of the outline is to help the key stakeholders collaborate and track progress at a section or question level. Each question and section is initially assigned to the Delivery Manager and set to the status of "First Draft"
4. For spreadsheets, based on your Answer Column Configuration (if Autofill was turned on), SiftHub populates answers in the specified columns with the appropriate format for each tab.
5. For Google Docs, SiftHub populates answers below their corresponding identified questions in the document.
6. Start Collaborating:
If you Uploaded a File: Click the project name to enter the Web App Collaboration view. You can review and edit the autofilled answers directly in the SiftHub interface.
If you Connected an External File: Open the link to your Google or Microsoft document and launch the SiftHub Extension/Add-in to see your project outline and answers.