Use search when you know something already exists: a customer name, project detail, linked record, or phrase in notes. Narrow to a workbook or sheet when the name is ambiguous. Ralti’s server-side queries use authorized data rather than treating the records currently visible in your table as the entire workspace.
Search or capture from your phone#
Tap Search in the phone’s bottom navigation or the search field on Home to find existing work. Choose a result to open it in context. For something new, choose Create → Capture an idea, or use Quick capture on Home. Ask Ralti is available from Home and Explore. Create and editing actions follow your workspace role.
Keep your hands on the keyboard#
| Action | Shortcut or gesture |
|---|---|
| Open the command experience | ⌘ K on Mac; Ctrl K on Windows/Linux. |
| Open universal capture | ⌘ Shift K on Mac; Ctrl Shift K on Windows/Linux. |
| Move through table cells | Enter, Tab, and arrow keys. |
| Capture by voice | Use the microphone control; browser/device support and permission are required. |
Capture a complete thought#
- Confirm the visible workspace and context before entering a request.
- Name the destination and relevant fields: “Add a project called Spring launch, due April 14, with status Draft.”
- Answer clarification questions instead of repeating the original request.
- Inspect the proposed names, dates, assignments, and links before applying the change.
- Open the created record to add long notes or relationships that need more attention.
Distinguish a match from a complete answer#
Search relevance ranks useful matches; it does not prove that every matching record or email has been reviewed. For an exact count or a grouped total, ask a precise question with the sheet, filters, and measure. Inspect cited records and any coverage or truncation notes. Formula and rollup aggregate support depends on the query path used.
If a record cannot be found, check the selected workspace, spelling, filters, and whether its workbook is archived. Private mail requires the appropriate mailbox access even when its text matches your query.