The six commands: Submit, Refresh, and more.

Everything Symphony does happens through six commands on the Excel ribbon. This is the full reference — what each one does, when to reach for it, and how it works under the hood.

These six commands cover the entire Symphony workflow. Most days, you'll use just Submit and Refresh. The other four come out when you're setting things up, tracking history, or reorganizing your workbooks.

Submit

What it does: Publishes your private changes to the shared workbook. Teammates see them on their next Refresh.

When to use it: When you're done with a set of changes and ready to share. This might be several times a day (a rep updating deals after each call) or once a week (a department head submitting a budget draft). Symphony doesn't care about the cadence.

How it works: Every Submit becomes a transaction — a bundled set of cell, row, or column changes with a timestamp, your identity, and the reason you attached. Transactions form the auditable chain of every worksheet's history.

Tip: Add a short reason with every Submit. Even one sentence. "Q4 renewal at risk — sponsor left." Six weeks from now, when someone asks why this number moved, that reason is there.

Refresh

What it does: Pulls in every teammate's Submits since your last Refresh. Merges their changes into your local view.

When to use it: Before you start work in the morning. Before any meeting where the current state matters. Any time you want to see what's changed.

How it works: Symphony compares your local worksheet state to the shared workbook, finds Submits you haven't seen, and merges them in. If your changes and a teammate's changes touch different cells, both are preserved. If they touch the same cell, Symphony surfaces the conflict for you to resolve.

Tip: Refresh often. There's no cost. Every Refresh keeps you closer to the current state.

Invite

What it does: Adds a new contributor to a worksheet. They receive an email with a link to join and download the Symphony add-in.

When to use it: When you're setting up a workbook and adding your team, or when a new person joins the team.

How it works: You enter one or more email addresses and Submit the invite. The invitee gets an email with a Join link. When they click it, they're added to your account and can open the shared workbook.

Tip: You can invite people who aren't Symphony users yet. They'll be walked through installing the add-in and setting up their password as part of accepting the invitation.

Changes

What it does: Shows you the history of changes for the current selection — a cell, a row, or the whole worksheet.

When to use it: When you want to know why something is the way it is. Who moved this number? When? What was their reason?

How it works: Select a cell, row, or nothing (to see the worksheet history), then click Changes. Symphony shows you the chain of transactions that led to the current state — timestamps, users, reasons, and the values at each point.

Tip: Use Changes on a single cell first. It's the fastest way to understand what Symphony is tracking under the hood. Then try it on a row for a fuller picture.

xCopy

What it does: Copies a Symphony-managed worksheet so it can be pasted into a different workbook.

When to use it: When you want the same worksheet in more than one workbook — for example, if a pipeline worksheet needs to appear in both the sales workbook and the executive review workbook.

How it works: Select the worksheet you want to copy, click xCopy. Symphony marks it as ready to paste. The original stays put.

Tip: xCopy is what makes Symphony workbooks composable. You can build the right workbook for each conversation without duplicating data.

xPaste

What it does: Pastes an xCopy'd worksheet into a different workbook. The pasted worksheet stays in sync with the original — Submits from either side flow to both.

When to use it: Immediately after xCopy, when you're in the target workbook and ready to add the worksheet.

How it works: Open the target workbook, click xPaste. Symphony adds the worksheet and links it to the original. Every Submit on either side updates the shared version.

Tip: This is how you build purposeful workbooks. Sales workbook needs marketing's lead worksheet? xCopy from marketing, xPaste into sales. Same worksheet, two conversations.