Smartsheet AI

Hello! My Company is going to be moving over to Enterprise in the next few weeks, and I know that AI comes with it. I trialed the AI function last December but I would LOVE to hear how you all use it the best.

I have been using Smartsheet in various roles for over 5 years, and currently I am in charge of the PMO here at my computer. Eventually I will want to share the AI capabilities and teach others how to use it within Smartsheet.

Thank you in advance.

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Comments

kowal

Hi @Paul.Woodward ,

I mostly use it to help me with formulas. It does pretty good job there.

In my previous company it was used by HR to check if the feedback they receive is positive or negative :)

Paul.Woodward

Thank you so much, @kowal

Trang Turtletraxx

I've only used the AI function as an EAP Member. I found formulas using AI is a bit finicky - you can't just ask AI how to create a formula using general terms - it has to link to specific fields already established on the sheet - and even then sometimes the request has to be worded "correctly".

Most of the formulas I'm looking for are complicated and advanced. I'm having to ask the community for help because the AI isn't able to really help.

It would help if the AI could kind of take the stance of answering as if you posted in the community: 1) associate general terms with existing fields on your sheet and 2) tell you what fields you need to add or change in order to generate what you want your formula to generate.

Other than that, I don't even know what else the AI feature is used for, but hope to find out now that I'm following this community discussion.

bs786

Great to see the growing interest in Smartsheet AI! One of the most helpful ways I've seen it used is to streamline formula creation—though it definitely works best when the request is very specific and the fields are already defined. There's a bit of a learning curve with how prompts need to be structured, but once you get used to it, it can save a lot of time.

Beyond formulas, some teams have used AI to help summarize project updates or even assist with cleaning up messy data sets.

HLChristiansen

I use it with formulas, like many others do. From other users in my user group, their experience with the AI being successful is hit and miss, I believe it mostly has to do with understanding how to word the prompt, it might take a few tries to get used to it, but it works very well for me.

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