One-click install
Install from the Chokmi web app. OAuth authorisation is handled automatically. The add-on is provisioned with your API token, survey context, and default settings. Ready to use in seconds.
Workflow
How it works
The same four-stage research flow, native to Google Sheets.
1
Import
Select a range, pick your survey from the dropdown, and import via the sidebar.
2
Code
Type codes in the Code Here tab. The onEdit trigger auto-codes similar responses in real time.
3
Challenge
Use RED_TEAM, EVIDENCE, and BIAS_CHECK functions to stress-test your findings.
4
Report
Run the Research Pipeline to generate analysis tabs, charts, and narratives.
Custom functions
30 functions, native to Sheets
Type =CHOKMI_
in any cell. All functions accept single cells or ranges. Results are cached for 6 hours. Use
=CHOKMI_HELP()
for an in-sheet reference.
| Function | Description | Example |
|---|---|---|
| Core AI | ||
CHOKMI_SENTIMENT(input) |
Classify sentiment: Positive, Negative, Neutral, Mixed | =CHOKMI_SENTIMENT(A2) |
CHOKMI_CODE(input, method?) |
Assign a qualitative code | =CHOKMI_CODE(A2,"thematic") |
CHOKMI_CONFIDENCE(input) |
Return a 0-1 confidence score | =CHOKMI_CONFIDENCE(A2) |
CHOKMI_SUMMARIZE(text) |
Produce a 1-2 sentence summary | =CHOKMI_SUMMARIZE(A2) |
CHOKMI_PII_CHECK(input) |
Detect personal identifiable information | =CHOKMI_PII_CHECK(A2:A100) |
CHOKMI_PERSONA(input) |
Assign a data-driven respondent persona/archetype | =CHOKMI_PERSONA(A2) |
| Research | ||
CHOKMI_LEARN(texts, codes) |
Train the AI on your text-code pairs | =CHOKMI_LEARN(A2:A20,B2:B20) |
CHOKMI_EVIDENCE(claim) |
Test a research claim against survey data with chi-square | =CHOKMI_EVIDENCE("Young people are more dissatisfied") |
CHOKMI_BIAS_CHECK() |
Scan coding patterns for demographic bias | =CHOKMI_BIAS_CHECK() |
CHOKMI_RED_TEAM(claim) |
Adversarial peer review of a research finding | =CHOKMI_RED_TEAM("Users prefer dark mode") |
CHOKMI_NARRATIVE(audience?) |
Generate a research narrative for a target audience | =CHOKMI_NARRATIVE("academic") |
CHOKMI_VOICES(theme, count?) |
Find the most vivid quotes for a theme | =CHOKMI_VOICES("frustration",3) |
CHOKMI_HYPOTHESIZE() |
Generate novel testable hypotheses from coded data | =CHOKMI_HYPOTHESIZE() |
CHOKMI_SILENCE(topic?) |
Detect what respondents did not say (blind spot analysis) | =CHOKMI_SILENCE("customer satisfaction") |
CHOKMI_SURPRISE() |
Find the most unexpected patterns in the data | =CHOKMI_SURPRISE() |
| Semantic | ||
CHOKMI_SIMILAR(ref, targets, threshold?) |
Find semantically similar texts using embedding similarity | =CHOKMI_SIMILAR(A2,B2:B100,0.8) |
CHOKMI_ANCHOR(texts, codes, input) |
Few-shot coding using human-coded anchor pairs | =CHOKMI_ANCHOR(A2:A10,B2:B10,C2) |
CHOKMI_CLUSTER(texts, n?) |
Group texts into clusters by embedding similarity | =CHOKMI_CLUSTER(A2:A100,5) |
CHOKMI_BETWEEN(textA, textB) |
Cosine similarity score between two texts | =CHOKMI_BETWEEN("love it","hate it") |
CHOKMI_CONTRADICT(text) |
Find responses that semantically contradict a statement | =CHOKMI_CONTRADICT("users love the product") |
CHOKMI_RIPPLE(oldCode, newCode) |
Preview downstream impact of renaming a code | =CHOKMI_RIPPLE("frustrated","angry") |
| Analysis | ||
CHOKMI_CROSSTAB(colA, colB, chart?) |
Cross-tabulate two columns with chi-square statistics | =CHOKMI_CROSSTAB("Gender","Satisfaction","pie") |
CHOKMI_CROSSTAB_COLUMNS() |
List valid grouping and analysis columns | =CHOKMI_CROSSTAB_COLUMNS() |
CHOKMI_FINGERPRINT(input) |
Discourse analysis: metaphors, register, formality, agency | =CHOKMI_FINGERPRINT(A2) |
CHOKMI_SATURATION() |
Thematic saturation metrics for the active session | =CHOKMI_SATURATION() |
CHOKMI_TIMELINE() |
Show how themes evolved over time across batches | =CHOKMI_TIMELINE() |
CHOKMI_DISAGREE(codesA, codesB) |
Inter-rater reliability with Cohen's Kappa | =CHOKMI_DISAGREE(B2:B20,C2:C20) |
| Active learning | ||
CHOKMI_NEXT() |
Suggest the next response to code for maximum learning | =CHOKMI_NEXT() |
CHOKMI_OUTLIER(count?) |
Find anomalous responses that break existing patterns | =CHOKMI_OUTLIER(15) |
| Utility | ||
CHOKMI_HELP() |
Display the full function reference table in-sheet | =CHOKMI_HELP() |
Sidebar studio
Sidebar Research Studio
Open via Chokmi → Open Sidebar in the Extensions menu. The sidebar organises the full research workflow into collapsible panels.
| Panel | Purpose |
|---|---|
| Connection | Authenticate with API token. Session persists via Apps Script user properties. |
| Survey Selector | Dropdown of your surveys. No UUID pasting required — fetched from the API. |
| Import | Capture the active range, create an import job, choose AI-assisted or manual mapping. |
| Job Status | Track import progress, resolve blockers, run AI mapping, finalise. |
| Codebook | Create a codebook template sheet, sync codes to the API, and run qualitative coding. |
| Coding | Select coding method (10 strategies), trigger coding runs, write results back to sheets. |
| Write-Back | Write summary, health, triage, and issue sheets into the spreadsheet. |
| Research Pipeline | One-click: auto-code, pivot, format, chart, narrative. All native Sheets features. |
| AI Assistant | Chat with your survey data from the sidebar. Context-aware of the selected survey. |
| Reactive Coding | Toggle the onEdit trigger that auto-codes similar responses when you type a code. |
Capabilities
Key features
Why Chokmi for Sheets goes past a generic AI plugin.
Progressive AI learning
Use =CHOKMI_LEARN(A2:A20, B2:B20) to teach the AI your coding patterns. Then auto-code
the remaining responses. Each human correction improves the next batch through the active learning loop.
Reactive onEdit coding
Type a code in the Code Here tab and the installable onEdit trigger fires immediately. The API finds semantically similar uncoded responses, auto-codes them, and writes the results back into the sheet — all while you keep typing.
Centralised codebook with dropdown
The Codebook tab is the single source of truth. New codes typed in Code Here are auto-added to the codebook. A data validation dropdown on the code column stays in sync, so coders always see the current code list.
Research pipeline
One click via Chokmi → Run Research Pipeline runs the full sequence: auto-code uncoded rows, build a QUERY-based theme pivot, apply conditional formatting, insert a bar chart, generate an executive narrative, and add code dropdowns.
Survey dropdown
The sidebar fetches your organisations and surveys from the API. Select from a dropdown instead of pasting UUIDs. The survey context is stored in user properties and persists across sessions.
Compliance
Permissions & data handling
Exactly what the add-on can access, and how Chokmi treats spreadsheet data and survey context.
Current spreadsheet only
The add-on requests access only to the spreadsheet the user is actively working in. This is used to import selected ranges, create Research Studio tabs, and write analysis results back into the same workbook.
Sidebar & menu UI
The container UI permission is used to show the Chokmi sidebar, help panels, and menu actions such as import, reactive coding setup, research pipeline execution, and PII highlighting.
Authorised API requests
External requests are used to call the Chokmi API for survey import, coding, summarisation, evidence testing, and other AI-assisted research functions after the user has authenticated.
Privacy & security
Chokmi processes only the spreadsheet content and survey context the user chooses to analyse. Review our public privacy, terms, security, and support materials below.
Reactive architecture
How reactive coding flows
When you type a code in the Code Here sheet, this flow executes automatically via the installable onEdit trigger.
Edit cell
→
onEditReactive_
→
processHumanCode
→
Chokmi API
→
auto-code similar
→
write back
→
update codebook
→
refresh dropdown
The trigger checks that the edit is in the Code Here tab, column D, below the header row. It sends
the response ID and code label to /v1/research-graph/human-code/, which returns
auto-coded responses. Those are written back as grey italic text with similarity scores in the Source
column. New codes are auto-added to the Codebook tab and the data validation dropdown is refreshed.
Installation
Get started in minutes
Two paths depending on your environment.
1
One-click install (recommended)
Open the Chokmi web app, go to the Integrations Hub, and click Install Google Sheets Add-on. The add-on is deployed to your Google account automatically. No manual steps required.
2
For Workspace administrators
For organisation-wide deployment across a Google Workspace domain, contact your Chokmi account manager. We will provision the add-on for all users in your organisation.