Organization

Tools for keeping your research organized with projects, sheet management, and Drive folder structure.

Projects

Organize research into named campaigns — by niche, client, or topic.

Access: Menu → My Projects

Create a Project

Click Create Project in the Projects dialog
Enter a name (e.g., “Tech Niche Q1”) and optional description
Optionally create a separate spreadsheet for this project
Click Create

Set Active Project

Click Set Active on any project. All new research sheets will automatically associate with the active project. The active project name shows in the add-on homepage subtitle.

What You Can Do

Action	Description
Set Active	All new research associates with this project
Archive	Moves project to Archives/Year/Projects folder in Drive
Delete	Permanently removes the project record
View Stats	See sheet count and types (videos, channels, creators, analytics, tracking)

Sheet types are auto-detected based on content, so you don’t need to manually tag anything.

Sheet & Drive Management

Drive Folder Structure

The Setup Wizard creates this folder structure in your Google Drive:

YouTube Research Tool/
├── Projects/          ← Project-specific files
├── Archives/          ← Archived sheets, organized by year
│   └── 2026/
│       └── Projects/
└── Reports/           ← AI analysis exports (Google Docs)

To open your research folder anytime: Menu → Settings → Organize Folders, or use the Open Research Folder button in the Setup Wizard.

Sheet Archiving

Move old research sheets out of your active spreadsheet to keep things clean.

Access: Menu → Settings → Sheet Management

The dialog previews sheets eligible for archiving
Select which sheets to archive
Click Archive — sheets are copied to a separate spreadsheet in your Archives folder (organized by year), then removed from the active workbook

Smart Sheet Naming

Research sheets are automatically named with:
– Type prefix — indicates what kind of research (e.g., video discovery, channel analytics)
– Date stamp — when the research was run
– Color-coded tabs — different colors for different research types
– Organized positioning — new sheets are placed in a logical tab order

Usage Dashboard

View your current plan, usage stats, and API quota.

Access: Menu → Usage & Limits

What It Shows

Tier badge — Basic or Pro with plan details
Monthly counters — video searches, channel searches, creator research runs, tracking sessions
API quota — units used today with progress bar
Feature comparison — side-by-side Basic vs Pro features
Upgrade option — link to upgrade if on Basic tier