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AI widget needed for dashboard
We would like to be able to put a widget on a dashboard that would allow users to ask questions about the data in a sheet. For example, we have a sheet that we call "How do I?" where we are recording instructions on how to do things, e.g., how to submit a travel request. Right now, the user has to open the sheet, choose…
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Smartsheet Clippy?
Has Smartsheet considered a "Clippy" style assistant in the UI like Supabase's "ClippyGPT" and some of the large companies have done? I personally don't use the Smartsheet AI because it's far faster to look up a solution in community instead of try to write a prompt that will generate a formula and offer very little…
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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?