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Smartsheet AI

simplify workflows, automate tasks, enhance team collaboration.

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What is Smartsheet AI?

Smartsheet AI is a work management platform that combines project tracking, task automation, and collaboration tools in one place. It helps teams organise work across spreadsheets, Gantt charts, kanban boards, and calendar views, then uses AI to automate routine tasks and suggest workflow improvements. The tool is designed for project managers, operations teams, and anyone coordinating work across multiple people or departments. It integrates with common business applications like Slack, Microsoft Teams, and Salesforce, so information flows between your existing tools. The free tier gives you access to basic features, making it accessible for small teams or those testing the platform before committing to a paid plan.

Key features

Multiple view types

switch between spreadsheets, Gantt charts, kanban boards, and calendar views for the same project

Task automation

set up rules to trigger actions like status updates, notifications, or task assignments based on conditions you define

AI-assisted workflow suggestions

the platform analyses your work patterns and recommends ways to improve efficiency

Real-time collaboration

comment, share files, and update tasks with team members in the same workspace

Resource management

track team capacity and allocate people to tasks across projects

Integration with third-party apps

connect to Slack, Teams, Salesforce, Jira, and other common tools

Pros & cons

Advantages

  • Flexible visualisation options mean you can present the same data in the format that works best for your team
  • Free tier removes the barrier to entry for teams wanting to try work management software
  • Strong integration ecosystem reduces the need to manually transfer information between tools
  • Automation features save time on repetitive administrative work without requiring coding knowledge

Limitations

  • The interface has many features and options, which can feel overwhelming during initial setup
  • Paid plans can become expensive for larger teams, and free tier has limitations on project count and users
  • AI suggestions are only as useful as the data you've entered, so inconsistent tracking reduces their value

Use cases

Marketing teams tracking campaigns across multiple channels and coordinating approvals

Operations teams managing service requests and automating status notifications

Product teams organising development sprints and managing cross-functional dependencies

Finance teams tracking project budgets and resource allocation across departments

Event planning teams coordinating vendors, timelines, and task assignments

Ready to try Smartsheet AI?

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Pricing

Free

Free

Up to 2 projects, basic views, limited collaboration features, core automation capabilities

Pro

Pricing varies by region and billing cycle

Unlimited projects, advanced views, full automation, priority support, API access

Business

Pricing varies by region and billing cycle

All Pro features plus resource management, advanced reporting, governance controls

Enterprise

Custom pricing

All features plus dedicated support, custom integrations, single sign-on, compliance options

Get started with Smartsheet AI

Click through to Smartsheet AI and start using it now.

Get Smartsheet AI
  • Always free
  • No credit card