Smartsheet brings secure AI to the enterprise

Smartsheet, the work management platform used by 85% of Fortune 100 companies, has added AI tools that it promises will “remove complexity and uncover actionable insights” based on companies’ own data.

It’s a similar promise to Microsoft with Copilot and Salesforce with Einstein, but Smartsheet believes it has the edge because so much data is already in its platform.

“With the next generation of our platform, we’re giving customers a bird’s eye view of their business,” said Ben Canning, SVP of Product Experiences, Smartsheet. This should help them “uncover meaningful insights from their work management data so they can make smart, informed decisions, and achieve their goals faster” he added.

Related: Four document management systems that can transform your business

How AI works in Smartsheet

Smartsheet AI illustration to show generating formulas

Smartsheet promises three key ways that its enterprise customers can uncover insights using its AI tools, today.

First, to analyse data through conversational prompts. It cites the example of “How many programs were over budget last month in each department?” Users can then see metrics such as charts.

It says customers can also generate formulas to “drive processes and automation”. So rather than need to know exactly the formula you need, you ask Smartsheet’s AI tool using natural language and let it figure out the formula.

Finally, it can turn your data and objectives into friendly text that can be used for ad copy, translations or simple summaries.

Companies already putting Smartsheet AI to work

“Previously, we could spend countless hours each month debugging these formulas to identify and correct errors,” said Emmanuel Santiago-Ríos, President and Co-Founder of SoltechPR.

“Now, crafting complex formulas and debugging them is almost instantaneous… it’s transformed the way we allocate our most valuable resource — time.”

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Tim Danton

Tim has worked in IT publishing since the days when all PCs were beige, and is editor-in-chief of the UK's PC Pro magazine. He has been writing about hardware for TechFinitive since 2023.