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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
Speedometer Chart: Core Product
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…

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Recent Discussions

Smartsheet MCP-enabled connector for Google Gemini now available
June 11, 2026 If your team works in Google Workspace, your Smartsheet data is now just a prompt away. We've launched a pre-built, MCP-enabled connector that lets you connect Smartsheet to Gemini in a few clicks. Once connected, you can ask Gemini questions like "What are the top risks in my Q3 launch portfolio?" or "Update…
Smartsheet MCP-enabled connector for ChatGPT now available
June 11, 2026 If you're already using ChatGPT at work, your Smartsheet data is now just a prompt away. We've launched a pre-built, MCP-enabled connector that lets you connect Smartsheet to ChatGPT in a few clicks. Once connected, you can ask ChatGPT questions like "What are the top blockers in my Q3 launch sheet?" or…
Smartsheet MCP-enabled connector for Microsoft Copilot now available
June 11, 2026 If your team already lives in Microsoft 365, your Smartsheet data is now just a prompt away. We've launched a pre-built, MCP-enabled connector that lets you connect Smartsheet to Microsoft Copilot. Setup is handled once by a system administrator through Copilot Studio, after which the connector is available…
MCP NEW: Introducing CLI Power Tools: Open-source Claude Code agents that turn Smartsheet depth into your AI advantage
Today we're releasing CLI Power Tools — a free, open-source pack of three Claude Code agents purpose-built against the Smartsheet MCP Server. They install in 60 seconds, run in the terminal or from the Code Tab in Claude Desktop, and turn three of the most time-consuming project management tasks into conversational…
Introducing CLI Power Tools: Open-source Claude Code agents that turn Smartsheet's depth into your AI advantage
April 30, 2026 Today we're releasing CLI Power Tools — a free, open-source pack of three Claude Code agents purpose-built against the Smartsheet MCP Server. They install in 60 seconds, run in the terminal or from the Code Tab in Claude Desktop, and turn three of the most time-consuming project management tasks into…
I just shipped v1.0 of an open-source AI agent that lets you talk to your sheets — 73 tools, 80 formulas, BYOT, MIT licence
Hi everyone 👋 I've been a Smartsheet power user since 2013 and last month I finally caved on a side-project I'd been daydreaming about for years: stop clicking, start talking to my sheets. Today I'm releasing v1.0.0 of Talk to Your Smartsheet — a community-built, MIT-licensed AI agent that speaks the Smartsheet REST API…
Remove AI Creation Pop-Up on First Login
I've had a lot of confusion when onboarding new users to the platform—the pop-up that offers AI help in creating a new project/item is not relevant to my users. It's added more to my plate when onboarding new employees, as I can no longer just send them a link to the 1 or 2 sheets they actually need for their role and send…
Terrible support experience
I've tried to raise a support query, but can only find a route through the AI chat bot. However this has failed to raise a support call on my behalf. The first time it said it logged something but i never got email confirmation nor is anything logged in my cases. I tried again but "something went wrong" so it asked me to…
Still want to go to ENGAGE? It's not too late! Last-minute bonuses inside!
Join Us at Smartsheet ENGAGE 2025 (November 5-7)! We’re thrilled to announce a special offer for anyone still looking to attending Smartsheet ENGAGE this year! If you’re planning to join the world’s biggest Smartsheet community event, but haven't registered yet, we want to make it even better for you. Here’s how: 1️⃣…
Please remove the AI thing you have for support
I have worked with multiple support AIs, and yours has to be the most useless and annoying agent I have encountered. Doesn't do anything right. How do I even get in contact with support? First off, no agent is ever available for chat. And when cases get created, no agent ever picks them up. How am I supposed to get…
AI (Generate Formulas) History
Allow AI to show history of what was asked and the results for future reference.
Block AI tool usage
We have a very strict policy on AI tool usage. How can we outright disable AI tools on the platform?
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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