How to use Sphior Ops Console.

Getting started#

1. Install the app from the monday marketplace (or your install link). Approve the requested permissions.
2. Open a board, click the ＋ next to your board views, and add the “Sphior Console” view.
3. On first use, the board view opens with a Board Health card and tabs: Duplicates · Find & replace · Bulk archive · Export · Recurring · History.
4. (For exports) Connect Google Drive: open the Export tab and click Connect Google Drive. We use the minimal drive.file scope — access is limited to files this app creates in your Drive.

monday AI (Sidekick)#

Sphior registers 9 skills with monday’s AI assistant (Sidekick). Enable them in Sidekick’s tools and ask in plain language — Sphior does the work and reports back in the chat:

• Analyze board health — “How healthy is my Leads board?” — a 0–100 score with duplicate groups, empty-cell rate and stale-item count. Read-only.
• Preview duplicate cleanup — “Clean up the duplicates in Leads” — shows how many duplicate groups exist and what would be archived. Nothing changes yet.
• Merge & archive duplicates — applies the previewed merge and returns a run id.
• Preview find & replace — “Replace ‘Acme Inc’ with ‘Acme’ in the Company column” — counts the cells that would change.
• Apply find & replace — applies the previewed replacement.
• Preview bulk archive — “Archive everything in Leads where Status is Done” — lists what matches.
• Archive matching items — archives the previewed matches.
• Export board to Google Drive — “Export Leads to Drive as xlsx” — writes CSV, XLSX or JSON to your own Google Drive (drive.file scope only).
• Undo last operation — “Undo that” — restores the cell values changed by the last run.

Board Health#

The card at the top scores your board’s duplicate groups, empty-cell rate, and stale-item rate (items not updated in 30+ days). Use Clean up to jump to Duplicates or Archive to jump to Bulk archive. Click Rescan to recompute.

Clean up duplicates#

1. Go to Duplicates.
2. Pick one or more Key columns (or Item name) that define a duplicate.
3. Choose which item to keep (newest or oldest). Optionally enable Fill blanks from duplicates to copy missing values into the survivor, and Trim / Lowercase to normalize matching.
4. Click Preview (dry-run) — nothing changes. You’ll see each group with the row that Keeps and the rows that Archive.
5. Click Merge & archive and confirm. Duplicates are archived (not deleted).
6. To reverse it, open History and use Undo cells or Restore items (see History, Undo & Restore).

Find & replace#

1. Go to Find & replace.
2. Pick the columns to search, enter Find and Replace with text (optionally Match case).
3. Click Preview to see affected cells, then Replace to apply.
4. Reversible with one Undo.

Bulk archive#

1. Go to Bulk archive.
2. Set a condition — e.g. a column equals one of some values, and/or created before a date.
3. Click Preview to see matching items, then Archive.
4. Archived items stay recoverable from monday’s board Archive, and Sphior can re-create them (Restore).

Export & backup#

1. Go to Export. Connect Google Drive if you haven’t.
2. Choose a format (CSV / Excel / JSON).
3. Export now delivers the board to the “Sphior Exports” folder in your own Drive.
4. To automate, save a weekly or nightly schedule — exports run unattended and deliver to your Drive.

Recurring items#

1. Go to Recurring.
2. Enter an Item name, choose Repeat (daily / weekly / monthly) and Time.
3. Save recurring job to schedule it, or Create one now to add an item immediately.
4. Items are created automatically on schedule.

History, Undo & Restore#

Every run is logged in the History tab as an audit trail (module, status, time, what changed). From a run’s ⋯ menu you can:

• Undo cells — revert merged/replaced cell values.
• Restore items — re-create archived items on the board (new items; some complex columns may not carry over).
• Details — see exactly what changed.

Plans & pricing#

Feature-based tiers, billed per account through monday: Free (preview only), Starter $9/mo, Pro $29/mo, Business $79/mo. Dry-run previews are free on all plans; execution and scheduling unlock with a paid plan. Upgrade from Settings → Plan.

Data & privacy#

We do not store your board data. Board content is processed only while an action runs and then discarded. The one exception is Undo snapshots, saved before a destructive action so you can undo/restore — kept with a 30-day TTL and auto-deleted. You can delete them immediately in Settings → Data & privacy. Uninstalling the app purges all your data.

Permissions#

• monday: read/write boards, archive items, read account/user, send notifications (for job-failure alerts).
• Google: drive.file only — files this app creates in your Drive.

Troubleshooting & FAQ#

Support#

Email support@sphior.com — we aim to respond within 1 business day. Please include your monday account name, the board, the action you ran, and the approximate time. Don’t send passwords or API tokens.