Getting Started with AI Shift Planner

Welcome to AI Shift Planner! You’re just a few steps away from generating optimized schedules directly from your notes. This guide will walk you through installing the add-on and creating your very first schedule.

1. Install from the Google Workspace Marketplace™

   First, add AI Shift Planner to your Google™ account. This single installation makes it available across the Google Workspace apps you use every day, including Google Docs™, Sheets™, Gmail™, and Drive™.

   • Install AI Shift Planner from the Marketplace

   Click the link above and follow the prompts. You’ll need to grant the necessary permissions for the add-on to function.

2. Launch the Add-on in Docs™ or Sheets™

   After installation, open a new Google Doc™ or Google Sheet™. Look for the AI Shift Planner icon in the vertical side panel on the right of your screen and click it to open the main sidebar.

   

   Tip

   If you don’t see the icon immediately after installing, a quick refresh of your browser tab (using F5 or Cmd+R) will make it appear.

3. Create Your Instructions with the AI Co-Pilot

   When you open the add-on in a blank document, the AI Co-Pilot will launch automatically. This is a guided wizard designed to help you write perfect scheduling instructions from scratch.

   1. Select Your Schedule Type: Choose between an “Employee Shift Schedule” or an “Academic Class Schedule”.
   2. Follow the Steps: The Co-Pilot will walk you through defining people, time slots, and rules.
   3. Review Your Prompt: At the end, the Co-Pilot presents a complete set of text instructions based on your input.

   Note

   Already have notes? If your document already contains scheduling notes, the add-on will skip the Co-Pilot. You can simply click the “Generate Schedule” button to start.

4. Generate Your Schedule

   Once your instructions are in the document, click the big “Generate Schedule” button at the top of the sidebar. A Progress Modal will appear, showing you the AI’s analysis and generation status in real-time. When finished, it will display a preview of your completed schedule.

   

5. Write the Schedule to Your Document

   From the result preview, click the primary action button (e.g., “Write to Sheet” or “Write to Document”). The add-on will automatically format and insert the complete schedule into your file.

   Congratulations, you’ve created your first AI-powered schedule!

Using the Add-on in Your Daily Workflow

AI Shift Planner intelligently adapts its interface to where you are in Google Workspace.

Full Power in Docs™ & Sheets™

The sidebar in editors gives you the complete feature set: schedule generation, the AI Co-Pilot, validation (Sheets only), and detailed settings. This is your main scheduling hub.

Quick Generation on the Go

When opened from Gmail™ or Drive™, the add-on shows a simple card interface. This is perfect for quickly generating a schedule from an email without switching contexts.

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What’s Next?

Now that you’re set up, you’re ready to build your own schedules. Explore our detailed guides to unlock the full potential of AI Shift Planner.

Generate a New Schedule A deep dive into the interactive process of turning your plain-text notes into a perfect schedule.

Edit and Validate a Schedule Made manual changes? Learn how to use the validator in Sheets™ to ensure your schedule still follows all the rules.

Customize Your Settings Tailor the add-on to your needs by changing the output format, language, and AI engine.