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AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows
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…
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Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
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Chart widget with AI - Static or Dynamic?
Curious if anyone has had luck with creating charts using AI and adding them to their dashboard and the chart updates when refreshed with data changes in their sheets?
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AI Analyze Data in a Dashboard - copy with Save as New
I found that when we Add cahrts generated by AI Analyze data to dashboard and when we make copy of that dashboard, then those addedchart is not reflected in copy. I hope if this feature is added will help.
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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]…
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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.