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AI AGENT/LLM: What did you teach AI to make them effective?
Smartsheet's AI is great! However, this question is for those of you who are also using LLM's such as ChatGPT, Gemini, Perplexity, Claude, etc. for creating formulas, asking best practices, analyzing data, and just generally getting answers to your questions more effectively and accurately. Questions: What did you teach…
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Get Ready for the AI + Smartsheet Webinar on PDFs
🧠 AI-Powered Document Analysis: Transform Any PDF into Smartsheet Workflows 📅 Wednesday, 14 May 2025 🕐 13:00–14:00 CEST (Berlin) 📍 Online | [Add to Calendar – attachment included] We’re excited to welcome you to this free, interactive 1-hour session where we’ll explore how combining Smartsheet with Azure OpenAI is changing…
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Copying and Pasting Contacts From Outlook
Smartsheet should implement the ability to copy and paste contacts directly from the "To" or "Required" fields within Outlook. If the system already has the contact listed it can match them to that existing entry. However, if the contact is new it should automatically use the information copied to create an entry. When…
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Can analyze data be used in sheet summary or dashboard
It would be great if the analyze data tool could be copied to the sheet summary or dashboard to continue to be updated as new data comes into the sheet. Is this possible?
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Create chatgpt and other LLMs integration connector
Companies are adopting LLMs, either popular options, or their own versions built in house. It would be a useful feature to create API/Connectors similar to Jira Connector, allowing users to connect their Smarsheet account to their preferred LLM (either a popular choice or an in-house option) inside smartsheet. A company…
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AI Tools Missing: "Generate Formulas" and "Text & Summaries" options are gone?!
Am I the only one missing two of the three AI tools today? I should be seeing: Analyze data Generate formulas Text and summaries But only "Analyze Data" is available.
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Where are the AI (formula generation) icons now? 2025
Before, I was used to seeing the AI icon listed on the right side menu, at the bottom. where is the AI formula generator icon now in 2025?
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Is anyone using a "ai service" for meeting notes and importing into smartsheet?
Hello - we track client meeting notes for our projects in a smartsheet. We use a parent-child relationship for the meeting titles, and the children are all of the topics. We track open and closed items with assigned to and dates. We might have 20 meetings for a client. It works pretty well. We are recording the meetings…
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Merged: AI in Dashboards
This discussion has been merged.