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Conversational AI

Learn how to use our AI assistant

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Turn conversations into action with new AI integrations

Connect Claude, Copilot, ChatGPT, Gemini, or any MCP-compliant assistant to Smartsheet. Ask about risks, update statuses, and create plans through simple conversation.

Learn about MCP Server

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Draft stakeholder updates from live work

Run project health checks that flag risks, and take action like updating rows or reassigning tasks, all in one conversation.

Explore Smart Assist

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Add a Smart Column and AI processes every row

Summarize long content, translate for global teams, or analyze sentiment automatically, as data changes. Add your own instructions to tune the results.

Explore Smart Columns

Dashboard builder product screen

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Skip chart configuration and layout decisions

Tell AI what you need, from project health views to stakeholder reports, then edit and refine until the dashboard fits your team.

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Help and learning

Find how-to articles and guides

Get step-by-step guidance for every skill level in the Help and Learning Center.

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Browse the functions list

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Get to know sheets and views

Understand permission levels

Manage security settings

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Essential how-to videos

Create a Sheet

Set up your first sheet and get it named, structured, and ready for work.

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Columns

Choose the right column types to keep information consistent across your sheet.

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Automation

Build your first workflow to handle reminders, approvals, and status updates.

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How to use forms

Collect information with forms, and use conditional logic so people answer only relevant questions.

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Dashboards

Summarize key information and resources in one place you can share with stakeholders.

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Smartsheet API

Authenticate with an access token, list sheets, and retrieve sheet data.

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Scenario Plan

Test changes and compare outcomes without touching your live plans.

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Portfolios

Skip repeated setup and manage related projects from one place.

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Up level

Intermediate and advanced how-to videos

Advanced automation

Combine conditions and actions to automate multi-step processes.

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Formulas

Perform calculations and lookups with formulas and functions.

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Attachments

Attach and manage files directly in your sheet.

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Reports

Work with live information from multiple sheets in a single view.

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Dashboards

Summarize key information and resources in one place you can share with stakeholders.

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Smartsheet API

Authenticate with an access token, list sheets, and retrieve sheet data.

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Scenario Plan

Test changes and compare outcomes without touching your live plans.

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Portfolios

Skip repeated setup and manage related projects from one place.

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Use cases

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