Smartsheet Automation AI
Automated workflows and reporting
Smartsheet AI automates repetitive workflows, provides predictive alerts, and generates real-time reports for PM oversight.
PROS
- + Generative AI simplifies complex data functions for non-technical users (e.g.
- + formula generation)
- + Advanced automation capabilities streamline workflows across entire organizations
- + Provides predictive alerts and real-time guidance for proactive project management
- + Contextual insights and data analysis tools are deeply integrated with work data
- + Enterprise-grade security and control over AI usage and permissions
CONS
- - AI features are typically locked behind the higher-tier Enterprise subscription plans
- - Requires an existing Smartsheet subscription
- - not a standalone tool
- - Can be a high-cost solution for smaller teams or basic use cases
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Generating complex formulas and calculations using plain-language prompts
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Automating repetitive
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multi-step workflows using natural language commands
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Analyzing sheet data to instantly generate charts
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summaries
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and contextual insights
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Creating concise project summaries and drafting ad copy from task data
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Monitoring project progress and receiving proactive
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predictive risk alerts
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