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What is Smartsheet AI?

Smartsheet AI is a work management platform that combines project tracking, automation, and collaboration tools in one place. It helps teams organise tasks, manage timelines, and coordinate work across departments without switching between multiple applications. The AI capabilities focus on automating routine tasks and providing insights to help teams work more efficiently. It's suitable for project managers, operations teams, and organisations looking to centralise their workflow management and reduce time spent on administrative work.

Key Features

AI-powered task automation

automatically assigns work, updates statuses, and sends notifications based on conditions you set

Project and portfolio management

track timelines, dependencies, budgets, and resource allocation across multiple initiatives

Collaborative workspace

team members can comment, attach files, and work together on sheets and plans in real time

Customisable templates

pre-built templates for common workflows, or create your own for recurring processes

Integration capabilities

connects with tools like Slack, Microsoft Teams, Jira, and Salesforce to keep data in sync

Reporting and dashboards

generates visual summaries of project health, progress, and team capacity

Pros & Cons

Advantages

  • Reduces manual data entry and status updates through automation, freeing time for more strategic work
  • Single platform for project planning, task management, and team collaboration reduces tool sprawl
  • Flexible structure allows teams to customise workflows to match their specific processes
  • Integration with popular workplace tools means less friction when adopting the platform

Limitations

  • Steep learning curve for new users; the breadth of features can feel overwhelming initially
  • Pricing escalates significantly as teams grow or need advanced features, making it expensive for larger organisations

Use Cases

Marketing teams planning campaigns, tracking assets, and coordinating across creative and distribution teams

IT operations managing incident response, change management, and infrastructure projects

Product development teams tracking releases, dependencies, and cross-functional handoffs

Finance teams managing budgets, forecasts, and audits with visibility across cost centres

Professional services firms tracking billable hours, project profitability, and resource capacity