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How to create a Spreadsheet

When your list is researched and tiered, Speya can turn it into a Spreadsheet: a shareable, fully editable sheet that holds your suppliers and their research in one place. The most common one is an executive summary of your shortlist, ready to hand to a manager, a category lead, or a cross-functional team. You create it from the chat in one step, then keep working on it, either by asking Speya or by editing it yourself like any other spreadsheet. You can also import an Excel or CSV file you already use and work on it alongside your suppliers, and export back to Excel to share.

In this article

  • Create a Spreadsheet from your list

  • What’s in the Spreadsheet

  • Work in your Spreadsheet

  • Best practice tips

  • Prompt library

  • FAQ


Create a Spreadsheet from your list

You create a Spreadsheet by asking Speya in the chat, from a list you’ve already worked on. It carries over the suppliers and research you’ve built up.

1. Ask Speya to create the Spreadsheet. From a completed list, tell Speya what you want, for example “Create a Spreadsheet as an executive summary. Include all Tier 1 suppliers, and put Tier 2 on a separate sheet.”

2. Let Speya build it. Speya reads your suppliers and their research and assembles the sheet, splitting suppliers across separate sheets when you ask for that.

3. Open it from the link beneath the chat message. Speya adds the link when it finishes, and the Spreadsheet opens with the first draft ready to read, edit, or share.


What’s in the Spreadsheet

By default, Speya builds an executive summary you can hand over, unless you tell it what you want in the sheet instead. A typical executive summary includes:

  • Title and description: a heading and a one-line description of the case, so a reader who never opened the list knows what they’re looking at.

  • Scope line: how many suppliers sit in each tier, and what the sheet covers.

  • Ranked supplier table: the rank, the supplier, and the country alongside your enrichment fields as columns, so every supplier is comparable at a glance.

You can ask Speya to add more once the draft exists, such as a chart, a should-cost model, or a written set of key findings.


Work in your Spreadsheet

A Spreadsheet is a full, editable sheet, not a static export. You work on it in two ways and move between them freely:

  • Ask Speya: the Spreadsheet has Speya built in, on the Speya tab. Describe what you want and it does it: analyse the data, generate a chart, table, or formula, work with the text, or answer a question about what’s in the sheet. This is how you add a should-cost model or a set of key findings after the first draft.

  • Edit it yourself: everything you’d expect from a spreadsheet is there. Type in cells, write formulas such as =SUM(A1:A10) in the formula bar, format cells, and insert charts, tables, PivotTables, sparklines, or images from the ribbon. If you can’t find a tool, open Help for the Spreadsheet help panel, which shows where everything lives.

  • Bring your own file: use Import / Export at the top to open an .xlsx, .xls, or .csv file, so you can build on a model your team already uses, then ask Speya to complement it with the data from your list. This is where weighted supplier scoring is applied, because the weighting lives in your model.

  • Share it: export the Spreadsheet back to Excel (.xlsx) from Import / Export to share it or work on it outside the platform.


Best practice tips

Finish the list first. A Spreadsheet is only as strong as the research behind it, so generate it once your suppliers are tiered and the columns you care about are filled in. You can regenerate as the list grows.

Tell Speya who it’s for. Name the audience and the decision the sheet supports, and Speya shapes the summary around that, instead of restating every column. A sheet for a budget sign-off looks different from one for a technical review.

Ask Speya first, fine-tune by hand. For structural changes, describe them to Speya and let it rebuild the sheet, then use the ribbon for small manual touch-ups. Natural-language edits keep the sheet consistent, and the manual tools are there for the finishing.

Start from your own file when you have one. If your team already scores suppliers in a sheet, import it rather than rebuilding it, so your layout and weighting carry over and Speya just fills in the sourcing data.

Regenerate after the list changes. The Spreadsheet is a snapshot from when you created it and doesn’t sync on its own, so ask Speya to update it after you add suppliers or research.


Prompt library

Every prompt here is something you type to Speya. They’re grouped by where you are in the workflow, with a description of what each does.

Create the Spreadsheet

  • “Create a Spreadsheet as an executive summary. Include all Tier 1 suppliers, and put Tier 2 on a separate sheet.”
    Builds the Spreadsheet from your finished list and splits the tiers across sheets.

Work in the Spreadsheet with Speya

  • “Analyse this data and summarise the key findings.”
    Reads the sheet and writes up what stands out.

  • “Create a chart for how many suppliers are confirmed [GMP].”
    Generates a chart from the data already in the sheet.

  • “Add a should-cost model with the assumptions behind it.”
    Builds a benchmark should-cost and shows the assumptions it used.

  • “Update the Spreadsheet with the latest suppliers and research.”
    Refreshes the sheet after your list has changed, because it doesn’t sync on its own.

Complement your own file

  • “Complement this with the data from my list.” [import: your .xlsx or .csv]
    Fills the file you already work in with the sourcing data from your list, keeping your layout and weighting.


FAQ

How do I open my Spreadsheet?
Open it from the link beneath Speya’s chat message, added when Speya finishes building it.

Does the Spreadsheet update automatically when I change the list?
No. It’s a snapshot from when you created it. Ask Speya to update it, or create a fresh one, after you add suppliers or research.

Can I edit it myself, or add formulas and charts?
Yes. A Spreadsheet is fully editable: write formulas in the formula bar, format cells, and insert charts, tables, or PivotTables from the ribbon, the same as any spreadsheet. Open Help for the Spreadsheet help panel if you can’t find a tool.

Can I use my own file or scoring sheet?
Yes. Use Import / Export to open an .xlsx, .xls, or .csv file, then ask Speya to complement it with your list data. Weighted scoring is applied in your own model, because that’s where the weighting lives.

Can I export it to share or work on it elsewhere?
Yes. Export the Spreadsheet back to Excel (.xlsx) from Import / Export at the top.

What if my list isn’t finished yet?
You can still create a Spreadsheet, but it only reflects the research done so far. For a summary you can act on, tier and enrich the list first, then create it.

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