AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows

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Dear All,

We recently hosted our live webinar:

“AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows” – and we had a great turnout with nearly 300 Smartsheet users joining us.

The feedback has been overwhelmingly positive – especially on the live demos, which showed how much time and effort this solution can save. If you missed it, no worries:

👉 Watch the full webinar recording here

📎 Plus, you’ll find the slide deck attached to this email.

🔍 Why You Should Watch the Recording:

Attendees were especially impressed by how seamlessly our Azure OpenAI integration enhances Smartsheet to automate what was previously manual, time-consuming work. In under 10 minutes, we showed how you can:

• ✅ Extract key data from safety data sheets and create structured Smartsheet rows for compliance and hazard handling
• ✅ Turn incoming PDF invoices in any language into usable accounting data and live dashboards
• ✅ Convert a purchase agreement into a complete project timeline with Gantt charts and task owners — all powered by AI
• ✅ Maintain data privacy and security by running everything inside your Azure environment, fully GDPR-compliant

📬 Want to Learn More?

If you’d like to explore how this could work for your organization:

• ✉️ Reply to this post to request a 1:1 consultation
• 🔗 Follow us on LinkedIn for more use cases, dashboards, and upcoming events: Follow MASA Consult

We’d be happy to walk you through your own use case or share what others are already implementing.