Breakout Session

Your portfolio on autopilot: Building workflows that do the heavy lifting

Friday, Nov 7 | 12:00PM - 1:00PM

Details

Tired of chasing updates and approvals? In this session, you will learn how to automate the entire portfolio lifecycle with Smartsheet. From intake and prioritization to approvals, project provisioning, task assignments, status updates, outstanding task alerts, and reporting, you can do it all using a combination of AI and low-code/no-code automation. Discover how Smartsheet Control Center, workflows, and dashboards can help you reduce busywork and free up your time to focus on driving outcomes.

Content Track

Smartsheet solutions at work

User Level

Intermediate

Industry

All Industries

Speakers

Headshot of Don Cameron

Don Cameron

Instructional Design Lead

With over 27 years of experience at Stanford University, Don Cameron is the Instructional Design Lead for Stanford Technology Training. He specializes in enhancing collaboration and communication skills within the Stanford community, designing and teaching dynamic courses on platforms such as Smartsheet, Google Apps, and AI prompt engineering. His innovative approach focuses on optimizing workflows and processes to empower individuals and teams in their daily tasks.

Headshot of Joshua Lewis

Joshua Lewis

Solution Engineer

Joshua is a Commercial Solution Engineer with a background in Solution Implementation and secondary education; he holds a Master of Education and certification in E-Learning Instructional Design. With broad experience across diverse use cases, he focuses on validating and architecting impactful business solutions, and specializes in Services Delivery and Project and Portfolio Management. Outside the office, Joshua is an active performer in Seattle’s improv comedy scene.

Headshot of Larry Gomez

Larry Gomez

Large Enterprise Solutions Engineer

With a professional career spanning over 15 years, Larry Gomez is a seasoned Solutions Engineer for Smartsheet's Large Enterprise accounts. He specializes in creating customized solutions that enable organizations to efficiently scale their operations. Drawing on deep expertise from a wide range of industries, he solves customers' most challenging use cases. He is also a speaker at Smartsheet Summits, where he shares his wealth of industry knowledge and strategic approach to problem-solving, delivering impactful presentations that inspire change for Smartsheet users across the US.