Use and save workbook templates in GridOS

Open a built-in GridOS template to start from a structured workbook, or save your own model as a reusable template for future sessions.

Templates give you a pre-built workbook structure that you can open instantly and extend with the AI. GridOS ships with five built-in financial starters, and you can save any workbook you’ve built as a template for future reuse. Built-in and user-saved templates appear in the same library, with origin badges to tell them apart.

Built-in templates

GridOS includes the following preset templates:

Simple DCF

A discounted cash flow model with free cash flow projections and a terminal value. Good starting point for valuation work.

Monthly Budget

A month-by-month budget with revenue, headcount, and expense categories. Includes variance columns for actuals tracking.

Break-Even Analysis

Fixed costs, variable costs per unit, and selling price — calculates the unit and revenue break-even point automatically.

Loan Amortization

Principal, interest rate, and term inputs with a full amortization schedule showing payment, interest, and balance per period.

Income Statement

Revenue down to net income with COGS, gross profit, operating expenses, EBITDA, and tax rows.

Open a template

1. Go to the landing page

   Navigate to http://127.0.0.1:8000. The template library is displayed below the hero prompt field.

2. Choose a template

   Click any template card to preview its description. Built-in templates show a Built-in badge; templates you have saved show a Yours badge.

3. Open it

   Click Open to load the template into a fresh workbook. GridOS applies the template state to the kernel — all cells, formulas, and structure are restored exactly as saved.

4. Extend with AI

   Once the workbook is open, use the chat panel to add rows, adjust assumptions, or build on top of the structure:

   Add a sensitivity table showing NPV at discount rates from 8% to 14%
   

   Extend the budget with a Q5 column using the same growth rate
   

Save your own template

After building a workbook you want to reuse, save it as a template from the File menu:

1. Open the File menu

   Click File in the top menu bar of the workbook view.

2. Click Save as Template

   Select Save as Template from the dropdown.

3. Name your template

   Enter a name and optional description in the dialog. The name is displayed in the template library — choose something descriptive.

4. Confirm

   Click Save. GridOS snapshots the current workbook state — all sheets, cells, formulas, and charts — and writes it to data/templates/ as a .json file.

Template IDs are generated automatically by slugifying the name you enter. For example, a template named “My Q1 Model” gets the ID my-q1-model. If a template with that slug already exists, GridOS appends a counter (e.g. my-q1-model-2) to avoid overwriting it.

Template storage

User-saved templates are stored in the data/templates/ directory as individual .json files. Each file contains:

• The template ID, name, description, and creation timestamp
• A full snapshot of the workbook state: every sheet, cell, formula, and chart

The data/ directory is gitignored by default. Your saved templates are local to the machine running GridOS. Back up the data/templates/ directory if you want to preserve them across reinstalls or share them with a team.

Origin badges

The template library distinguishes between template sources with visual badges:

Badge	Meaning
Built-in	Shipped with GridOS; read-only and always available
Yours	Saved by you from the File menu; can be deleted

Deleting a user template removes its .json file from data/templates/. Built-in templates cannot be deleted from the UI.

Start from scratch

If none of the templates fit your needs, use the landing page hero prompt to describe your workbook from scratch:

Build a SaaS operating model with ARR, churn, expansion revenue, and a burn rate section

Create a project budget tracker with tasks, hours, rate per hour, and total cost columns

GridOS routes the prompt to the finance agent (or general agent, depending on the content), which declares a plan and starts building immediately. You can save the result as a template later.