Smartsheet AI
simplify workflows, automate tasks, enhance team collaboration.
What is Smartsheet AI?
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
Pricing
Up to 2 projects, basic views, limited collaboration features, core automation capabilities
Unlimited projects, advanced views, full automation, priority support, API access
All Pro features plus resource management, advanced reporting, governance controls
All features plus dedicated support, custom integrations, single sign-on, compliance options
Quick Info
- Website
- www.smartsheet.com
- Pricing
- Free
- Platforms
- Web, macOS, Windows, iOS, Android, API, Slack integration, Microsoft Teams integration
- Categories
- Automation, Image Generation, Productivity