Norami DocsQuick start
Create your first assistant from a spreadsheet in a few minutes.
This guide takes you from a fresh account to chatting with your first
assistant. You'll need one spreadsheet to start — a .xlsx, .csv, or .xls
file with column headers.
Prefer to watch? Here's the whole flow — from uploading a spreadsheet to asking the first question — in about a minute:
Don't have a file handy? Any export with a header row works — a sales export, a client list, a monthly report. You can always add more data later.
1. Create your account
Sign up at app.norami.ai and choose a plan. See Signing up for details on plans and the optional business setup step.
2. Add your data
From your workspace, choose Add data and upload your spreadsheet. Norami will:
- Read the file and detect the header row and columns.
- Show you a preview so you can confirm everything mapped correctly.
- Import the data.
If a column was read incorrectly, fix the mapping on the preview screen before confirming. See Adding your data for the full walkthrough.
3. Let Norami set up the assistant
Once your data is imported, Norami drafts an assistant for you automatically — its name, what it specializes in, and how it should answer. This takes a moment.
Review the draft and adjust anything that doesn't fit. See How Norami sets up your assistant.
4. Ask your first question
Open the assistant and ask something in plain language, for example:
What were the top 5 rows by total amount?
The assistant reads your data and replies with the answer. Try a few follow-up questions — it keeps the context of the conversation.
5. Invite your team (optional)
When you're happy with the assistant, invite teammates so they can ask their own questions. See Inviting your team.