April Question of the Month - Join the conversation and receive a badge

Michael Culley

@Melissa Boehl yes please. I want to be able to populate a multi contacts column using a formula and be able to use those contacts for dynamic view filter. From what I gathered you have to do crazy workarounds for that.

Melissa Boehl

@StevenBlackburnMBA Hey there!! This is off topic but I wanted to ask you a quick question. I read that you have built out a system for talent acquisition and comp analysis. Would you be willing to copy/share that with me? I am also working to develop an all inclusive solution to manage onboarding which will include HR, Managers, and new hires. Im also working on something for Grant Administration/management. I have found some templates in Smartsheet but they are quite basic and not quite what I need. I was just hoping that you or someone else in this group may have solutions to share that would provide me with a better starting point. Thanks!! Feel free to email me mboehl@withersravenel.com

StevenBlackburnMBA

@Melissa Boehl Hi Melissa, sure - let's chat about it. I have leveraged some different tech tools that integrate but don't mind demonstrating the system, etc, and how we leveraged those tools. I will send you an email after I submit this comment.

I've been building in Smartsheet since 2019, and we have taken our use of it to the next level, especially after utilizing dynamic view. Dynamic view has been a key tool for us, since the user interface of adding data is so simplistic. I program using python, html/css, and enjoy building very difficult to figure out solutions... so if you ever find yourself asking a question about something - feel free to reach out.

Kirsten P

It would be great to use ChatGPT to help partners using our forms or dashboards understand what they need to do to complete their submission, prompt for missing data, and explain the "whys" behind why we need their info or what we are doing with it.

XR_Tech404

I think generative AI has the potential to be a powerful tool that can help me to do more with Smartsheet. I'm excited to see how this technology develops in the future.

Written by Bard, a GPT :-)

ShirLS

Im sorry I couldn't resist:

Here is ChatGPT's answer to your question:

1. Resource Allocation: By accessing Smartsheet's user data and API, the AI could analyze team members' skills, workload, and availability from their profiles and task assignments. The system could then suggest optimal resource allocation for tasks within the Smartsheet project workspace, helping project managers balance team workload and improve productivity.
2. Risk Assessment: Using historical project data from Smartsheet sheets and reports, the AI could identify potential risks by analyzing patterns and trends in previous projects. The AI could then create Smartsheet dashboards or reports that include risk assessment and mitigation recommendations.
3. Meeting Agenda Generation: The AI could gather relevant data from Smartsheet sheets, reports, and comments to generate meeting agendas, which can be shared with team members through Smartsheet's communication tools or integrated platforms like Slack.
4. Real-time Collaboration Assistance: NLP and machine learning algorithms could analyze conversations taking place in Smartsheet comments or integrated communication tools to provide real-time suggestions for collaboration, such as proposing discussion topics or offering potential solutions to issues.
5. Personalized Training: By tracking user interactions with Smartsheet through the API and user analytics, the AI could identify areas where a user may benefit from additional training. This could then be delivered through in-app messages, tooltips, or customized tutorials.
6. Automated Report Generation: Using Smartsheet's API and report functionality, the AI could analyze project data to automatically generate insightful reports with visualizations and key performance indicators (KPIs). These reports could be shared with stakeholders using Smartsheet's sharing capabilities or via integrated platforms like Microsoft Teams or Slack.
7. Natural Language Interface: Leveraging NLP and Smartsheet's API, a natural language interface could be developed to allow users to interact with Smartsheet using simple commands or queries. This would enable users to navigate and manipulate their sheets with ease, without needing extensive knowledge of Smartsheet's features.

Alison Clancy

@ShirLS Welp, this wins 🤩🤩🤩🤩

Trang Nguyen

It would be great if by telling AI an end to end process or user experience, it could outline how to best architect that within Smartsheet, identify any templates Smartsheet has in their library and what applications would be needed such as a Premium App, Control Center, RM, etc. Also if AI could suggest the order in which the environment should be built. This is especially helpful in Control Center for existing projects and when you're using cross sheet links/formulas.

It would also be awesome if AI could just identify Smartsheet limitations to implementing Smartsheet into a process, provide warnings and/or at which point in the process we. For example, we provide a process including the caveat there are existing projects and the AI could give a warning that a certain global update would be implemented for NEW projects and require manual intervention for existing projects, or warn by not adding a new source template before a new destination sheet that has cross sheet links will break the links, suggesting a template within the Smartsheet library or a premium app, etc.

Another idea is by telling AI we want to create a new template or reports in our template set including integrating the new templates into existing projects with specific identifiers using existing data within the portfolio, the AI could build the new report/sheet/template with the necessary formulas by pulling information within all the portfolio sheets/grids and present an example. Then we can just tweak or fix parts or scrap the entire thing and try again.

Ray Lindstrom

I'd be ok with just sitting back and letting it do most all of my job for me just based off my verbal instructions. From small tasks to designing solutions. Oh, and formulas, formulas, formulas. I would love automatically generated formulas.

Kristina K.

It would be amazing if we could just start building smartsheets by using voice commands.

It also would be nice if based on column names, AI would be able to provide recommendations on how to organize data with examples and templates.

Brian_Richardson

Smartsheet product management- you don’t necessarily need new ideas for AI…instead close the loop on the AI you’ve already implemented. Namely- let us use Work Insights on a dashboard. You’re almost there….

If we could add a Work Insights widget, point it at a sheet, and tell it to give us trends and burn downs, that would be fantastic!

Brian_Richardson

Bridge- I already had ChatGPT write a Bridge workflow for me. And it did an ok job although many of the settings were wrong. But with some training, I think it’s pretty darn close to being helpful for this esoteric addon.

In fact, perhaps AI could finally bring your various solutions together in a more comprehensive package solution. With a description of the need, not only could it suggest sheet structure, reports, and dashboards, but also Data Shuttle workflows, Data Mesh workflows, Pivots, Calendars, etc etc. The solution “engine” would need to know the context for the requestor account…what addons they have…but that should be pretty easy it seems. In fact it could help you sell more Smartsheet by offering two solutions…a basic and an advanced offering if addons are purchased.

Michelle Basson

I would love to see AI contributions on formula work as well as on checking and suggesting improvements on automation workflows.

Angela Cathey

I would love a ChatGPT feature for help with everything! "Hey, Smartsheet, what is the best way to create a directory to pull data for different reports?" I have a simple project that I want to be able to have one contact appear on multiple "reports" for different areas of expertise. I want a quick way to know the best way to make that happen.

Sareed34

This is a very self-serving answer...Help me write complex formulas! I can do basic, but once I have to start combining functions it gets rough. So I really do need it to read my mind!