Smart Planner Support

Smart Planner is a Google Sheets add-on developed by the Optivise Team. Use the links below to jump to each section.

Terms of Service

These Terms of Service (“Terms”) govern your use of Smart Planner, a Google Sheets add-on developed by the Optivise Team (“we”, “us”, “our”). By installing or using Smart Planner, you agree to these Terms.

Description of Service

Smart Planner is an optimization assistant for Google Sheets. It helps users build mathematical models, generate solver code, and write results back into their spreadsheet. Smart Planner operates entirely within the user’s active Google Sheet and does not persist spreadsheet data after the session ends.

Eligibility

You must have a valid Google account and comply with Google’s Terms of Service to use Smart Planner. If you install Smart Planner on behalf of an organization, you represent that you have authority to do so.

User Data Handling

Smart Planner processes:

  • the active Google Sheet you choose to work with
  • your chat instructions
  • optimization model configuration
  • solver results

All spreadsheet-related processing occurs in RAM and is discarded after the session ends.

We do store conversation history, including:

  • chat messages
  • instructions
  • model descriptions

This is stored solely to improve user experience, maintain continuity, and support troubleshooting.

We do not:

  • store spreadsheet contents
  • store solver inputs or outputs
  • train any models on your data
  • sell or share your data with third parties

We may store minimal operational metadata (e.g., request logs, error logs) for reliability and debugging.

Use of AI Code-Generation Services

Smart Planner may send portions of your conversation and model requirements to trusted AI code-generation services such as:

  • Cursor
  • OpenAI
  • Anthropic

This is done only to:

  • interpret your instructions
  • generate optimization code
  • assist with reasoning about your model

We do not send full spreadsheet contents unless necessary for model generation. These services act as sub-processors under our control.

Acceptable Use

You agree not to:

  • misuse Smart Planner to generate harmful or illegal content
  • attempt to reverse engineer our service
  • interfere with or disrupt our servers
  • use Smart Planner in ways that violate Google’s policies

We may suspend access if we detect abuse or security risks.

Service Availability

Smart Planner is provided “as is” and “as available.” We may update, modify, or discontinue features at any time. We do not guarantee uninterrupted service or error-free operation.

Limitation of Liability

To the maximum extent permitted by law, we are not liable for:

  • indirect, incidental, or consequential damages
  • loss of data
  • business interruption
  • errors in optimization results

Your use of Smart Planner is at your own risk.

Changes to Terms

We may update these Terms periodically. Continued use of Smart Planner constitutes acceptance of the updated Terms.

Contact

For questions or concerns, contact: support@optivise.cc

Privacy Policy

This Privacy Policy explains how the Optivise Team (“we”, “us”, “our”) handles data when you use Smart Planner, a Google Sheets add-on.

Information We Access

Smart Planner only accesses:

  • the Google Sheet you actively open and choose to work with
  • your chat instructions
  • optimization model configuration
  • solver results

We do not access any other files in your Google Drive.

How We Use Your Data

We use your data to:

  • understand your spreadsheet structure
  • generate optimization models
  • run solver jobs
  • write results back into your sheet

All spreadsheet-related processing occurs in RAM and is discarded after the session ends.

We do store conversation history, including:

  • chat messages
  • instructions
  • model descriptions

This is stored to:

  • maintain conversation continuity
  • improve user experience
  • support debugging and reliability

We do not:

  • store spreadsheet contents
  • store solver inputs or outputs
  • train any machine learning models on your data
  • sell or share your data with third parties

Use of AI Code-Generation Services

Smart Planner may send portions of your conversation and model requirements to trusted AI code-generation services such as:

  • Cursor
  • OpenAI
  • Anthropic

This is done solely to:

  • interpret your instructions
  • generate optimization code
  • assist with reasoning about your model

These services act as sub-processors and do not use your data for training or resale.

Data Storage

Smart Planner does not persist:

  • spreadsheet data
  • solver inputs
  • solver outputs

We do persist:

  • conversation history
  • model descriptions
  • minimal operational metadata (e.g., request logs)

Data Security

All communication between Smart Planner, Google Sheets, and our backend is encrypted using HTTPS. OAuth tokens are never stored and are used only for the duration of a request.

Data Deletion

Users may request deletion of:

  • conversation history
  • model descriptions
  • operational metadata associated with their account

Deletion requests can be made via email.

Spreadsheet data does not require deletion because it is never stored.

Third-Party Services

Smart Planner uses:

  • Google Cloud (hosting)
  • Cursor, OpenAI, Anthropic (AI code generation)

All services operate under strict security and privacy controls.

Changes to Privacy Policy

We may update this Privacy Policy periodically. Continued use of Smart Planner constitutes acceptance of the updated policy.

Contact

For privacy questions or data deletion requests, contact: support@optivise.cc

Quick Start

Post-install tips to get up and running with Smart Planner in your spreadsheet.

Open the sidebar

  • In your spreadsheet, use Smart Planner → Open Smart Planner from the top menu bar (same row as File, Edit, View).
  • Or open the add-on from the Extensions panel if your org installed it that way.

First time only: allow access

  • Google will ask you to Allow access to this spreadsheet only.
  • You only need to do this once (unless permissions change).

Chat with the planner

  • Type questions in plain language — e.g. “What does the Input tab mean?”, “Help me set up a production schedule”, “Why did this cell show an error?”
  • The assistant reads your sheet automatically; you usually don’t need to copy-paste data.
  • Attach a screenshot (⋯ menu → Attach image) for layout or error messages.
  • Use New chat for a fresh topic; History to return to past conversations.

Run optimization

  • At the top of the sidebar you’ll see your models (planning setups for this spreadsheet).
  • Click Solve on a model to run it. A progress bar appears; results are posted in the chat and written to the sheet (often an Output tab).
  • No models yet? Ask in chat: “Set up an optimization model for this spreadsheet.”
  • More (⋯) on a model: Info (details), Update (start a change request in chat), Config (time limit / workers), Delete.

Tips for better answers

  • Say what you want to optimize (e.g. minimize cost, maximize throughput) and which tab matters if there are several.
  • After Solve, check the chat summary and the Output (or other) tabs for updated numbers.
  • If a run takes a long time, wait for the progress bar to finish — large models can take a few minutes.

If something looks wrong

  • No Smart Planner menu? Refresh the spreadsheet or close and reopen it.
  • Sidebar won’t load or chat stays on “Thinking…” — wait a minute and try again; start a New chat if it’s stuck.
  • Permission errors — run Open Smart Planner again and click Allow.
  • Still stuck? Contact support@optivise.cc

Support

Welcome to the Smart Planner support page. We’re here to help you get the most out of your optimization assistant for Google Sheets.

Getting Started

Smart Planner helps you:

  • describe your planning or optimization problem
  • automatically build a mathematical model
  • solve it using industry-grade optimization
  • write results directly back into your sheet

All without coding.

Common Topics

Installation

Install Smart Planner from the Google Workspace Marketplace. Then open Google Sheets → Extensions → Smart Planner.

Opening the Sidebar

Go to Extensions → Smart Planner → Open Sidebar. The chat interface will appear on the right side of your sheet.

Building a Model

Describe your problem in natural language. Smart Planner will:

  • analyze your sheet
  • generate a model
  • show you a preview
  • wait for your confirmation

Solving

Click Solve to run the optimization. Results will be written back into your sheet.

Data Privacy

Smart Planner:

  • does not store your sheet data
  • does not store solver inputs or outputs
  • does store conversation history
  • does not train models on your data
  • does not sell or share your data
  • processes spreadsheet data in RAM only

Troubleshooting

If something doesn’t work:

  • refresh the sidebar
  • check your internet connection
  • ensure you have permission to edit the sheet
  • simplify your instructions

If issues persist, contact us.

Contact Support

Email: support@optivise.cc
We typically respond within 1–2 business days.

Documentation

Coming soon:

  • optimization examples
  • model templates
  • best practices
  • troubleshooting guides