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Project Management
S

Smartsheet

Smartsheet provides AI tools for work management, using large language models with Smartsheet data to deliver context-aware assistance while emphasizing data privacy.

Starting at$9 per member/month billed annually or $12 per member/month billed monthly
Visit Smartsheet →
💡

In Plain English

Smartsheet provides AI tools for work management, using large language models with Smartsheet data to deliver context-aware assistance while emphasizing data privacy.

OverviewFeaturesPricingUse CasesLimitationsFAQAlternatives

Overview

Smartsheet is a paid project and portfolio work management platform that adds context-aware AI assistance to Smartsheet data for analysis, formula generation, text generation, summaries, and Brandfolder descriptions, with public self-serve pricing from $9 per member per month annually for Pro and enterprise AI access requiring eligible plans. It is built for teams managing projects, portfolios, operations, creative workflows, services delivery, and enterprise work programs.

Smartsheet’s AI page describes tools that use large language models with a customer’s Smartsheet data to provide context-aware help while emphasizing data privacy. The supplied website content identifies four generally available AI capabilities: Analyze data, Generate formulas, Text and summaries, and Suggested descriptions in Brandfolder. It also states that generally available AI tools are available to Trial users and enterprise plans, and that data submitted to the AI tools is not used to train the LLM providers’ models. That makes Smartsheet AI most relevant for organizations already using Smartsheet as a system of record for project plans, portfolios, operational trackers, dashboards, request workflows, and digital asset processes.

For project and portfolio teams, the strongest value is that AI sits inside a broader work management environment rather than acting as a separate chatbot. The same product navigation highlights automation, team collaboration, dashboards and reporting, integrations, digital asset management, resource planning, portfolio management, secure request management, intelligent workflows, and no-code work apps. In practice, that means a PMO can ask AI to analyze sheet data, a project manager can generate formulas without writing them from scratch, and a marketing operations team using Brandfolder can produce suggested asset descriptions within the asset management workflow. Smartsheet also points users to help documentation and an end-user webinar for prompt best practices, including the practical guidance to be specific when writing prompts.

Compared to the other project management tools in our directory, Smartsheet is best understood as an enterprise work execution platform with AI layered into structured work data, not a lightweight task app. Based on our analysis of 870+ AI tools, that positioning matters: teams with complex portfolios, reporting requirements, resource planning needs, and operational governance usually need AI features connected to existing workflows rather than standalone content generation. The supplied site content also gives several concrete trust and enterprise signals: Smartsheet lists a Bellevue, Washington headquarters address at 500 108th Ave NE, #200, Bellevue, WA 98004; provides a customer service phone number of +1-844-324-2360; and promotes Smartsheet as a 3x Leader in the 2025 Gartner Magic Quadrant for Collaborative Work Management. The tradeoff is that the AI page does not expose detailed public AI pricing or every eligibility condition, so buyers should confirm plan availability, admin controls, and data governance requirements before standardizing on it.

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Key Features

Analyze data+

Smartsheet lists Analyze data as one of its generally available AI tools. This is useful for teams that keep project, operations, or portfolio information in sheets and need faster ways to interpret structured work data.

Generate formulas+

The Generate formulas capability helps users create formulas inside Smartsheet without manually composing every expression. This is especially valuable for project managers and operations teams who know what they want to calculate but do not work with formulas every day.

Text and summaries+

Smartsheet includes AI text and summary features for turning work data into clearer written outputs. Teams can use this for status summaries, project updates, operational notes, and other recurring communication based on Smartsheet context.

Suggested descriptions in Brandfolder+

The supplied page names Suggested descriptions in Brandfolder as a generally available AI tool. This connects AI assistance to digital asset management workflows, helping creative and marketing teams describe assets more efficiently.

Privacy-focused LLM use+

Smartsheet states that its AI tools use large language models with Smartsheet data while focusing on data privacy. It also states that data submitted to the AI tools is not used to train the LLM providers’ models.

Pricing Plans

Pro

$9 per member/month billed annually or $12 per member/month billed monthly

    Business

    $19 per member/month billed annually or $24 per member/month billed monthly

      Enterprise

      Custom pricing

        Advanced Work Management

        Custom pricing

          See Full Pricing →Free vs Paid →Is it worth it? →

          Ready to get started with Smartsheet?

          View Pricing Options →

          Best Use Cases

          🎯

          A PMO analyzing portfolio sheets to summarize project status, spot trends, and prepare leadership reporting without manually reviewing every row.

          ⚡

          A project manager generating Smartsheet formulas for schedule, budget, risk, or status calculations when they understand the business logic but do not want to write formulas from scratch.

          🔧

          An operations team summarizing request queues, issue trackers, or process sheets so managers can quickly understand blockers and next actions.

          🚀

          A marketing or creative operations team using Brandfolder suggested descriptions to speed up digital asset tagging and improve asset discoverability.

          💡

          An enterprise team testing AI-assisted work management during a Smartsheet trial before deciding whether to roll it into governed workflows.

          🔄

          A services delivery team combining Smartsheet project tracking, dashboards, summaries, and automation to keep client delivery work visible across stakeholders.

          Limitations & What It Can't Do

          We believe in transparent reviews. Here's what Smartsheet doesn't handle well:

          • ⚠Exact AI pricing is not visible in the supplied website content.
          • ⚠The supplied page only confirms generally available AI tools for Trial users and enterprise plans.
          • ⚠The website content does not specify usage limits, supported languages, model providers, or per-feature availability by plan.
          • ⚠AI value depends on the quality and structure of the Smartsheet data available to analyze or summarize.
          • ⚠The described AI capabilities are centered on Smartsheet workflows and Brandfolder descriptions, not full general-purpose AI productivity coverage.

          Pros & Cons

          ✓ Pros

          • ✓AI capabilities are tied directly to Smartsheet work data, which makes them more useful for project plans, trackers, portfolio sheets, dashboards, and operational workflows than a disconnected chatbot.
          • ✓The website states that data submitted to Smartsheet AI tools is not used to train the company’s LLM providers’ models, which is an important privacy point for enterprise teams.
          • ✓Generally available AI tools cover four practical work-management tasks listed on the site: Analyze data, Generate formulas, Text and summaries, and Suggested descriptions in Brandfolder.
          • ✓AI is part of a broader platform that also includes automation, dashboards and reporting, resource planning, portfolio management, integrations, secure request management, and no-code work apps.
          • ✓Smartsheet supports both Trial users and enterprise plans for its generally available AI tools, giving evaluators a way to test AI workflows before a broader rollout.
          • ✓The company presents enterprise credibility signals on the supplied page, including a customer service number (+1-844-324-2360), Bellevue headquarters address, and a 3x Leader position in the 2025 Gartner Magic Quadrant for Collaborative Work Management.

          ✗ Cons

          • ✗The supplied AI page does not show exact pricing for AI access, so buyers cannot determine from the page alone whether AI is included in every paid plan or requires a specific package.
          • ✗AI availability is described for Trial users and enterprise plans, which may leave smaller paid-plan customers needing to confirm whether the generally available AI tools are included.
          • ✗The website content lists high-level AI capabilities but does not provide detailed examples of supported prompts, limits, model choices, or administrative controls on the scraped page.
          • ✗Teams that do not already organize work in Smartsheet may need setup time before AI analysis and formula generation can deliver strong results from structured sheet data.
          • ✗The AI feature set described is focused on work management tasks, not broad-purpose AI coding, image generation, meeting transcription, or autonomous agent workflows.

          Frequently Asked Questions

          How do Smartsheet AI tools work?+

          Smartsheet says its AI tools use large language models with your Smartsheet data to provide context-aware assistance. In practical terms, the AI is designed to help with work already tracked inside Smartsheet rather than operating as a standalone general chatbot. The supplied page specifically lists Analyze data, Generate formulas, Text and summaries, and Suggested descriptions in Brandfolder as generally available AI tools.

          Is Smartsheet AI data used to train public AI models?+

          According to the supplied Smartsheet AI page, data submitted to Smartsheet AI tools is not used to train its LLM providers’ models. That is a meaningful privacy statement for teams working with project, portfolio, operational, or asset-management data. Organizations with strict governance requirements should still review Smartsheet’s trust and security documentation and confirm contractual terms during procurement.

          Who can use Smartsheet AI tools?+

          The website states that generally available AI tools are available for Trial users and enterprise plans. It names four included AI areas: Analyze data, Generate formulas, Text and summaries, and Suggested descriptions in Brandfolder. If your organization is on another Smartsheet plan, you should verify AI eligibility directly with Smartsheet because the supplied AI page does not list every plan entitlement.

          What makes Smartsheet AI different from using a general AI assistant?+

          Smartsheet AI is positioned around work management data inside Smartsheet, which makes it more relevant for project tracking, portfolio reporting, formulas, summaries, and digital asset descriptions. A general AI assistant may be more flexible for open-ended writing or brainstorming, but it usually lacks native access to Smartsheet sheets, workflows, and Brandfolder context. Compared to the other project management tools in our directory, Smartsheet is strongest when the team already relies on structured sheets, dashboards, and enterprise work processes.

          How should a team get started with Smartsheet AI?+

          Smartsheet recommends starting with its help documentation and an end-user webinar that covers best practices and prompt-writing tips. The supplied page specifically advises users to be specific when writing prompts, which is especially important for data analysis and formula generation. A practical rollout would begin with a trial workspace, a few representative project sheets, and a review of the AI output before expanding to enterprise workflows.
          🦞

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          What's New in 2026

          •Smartsheet’s 2026 AI positioning continues to emphasize context-aware assistance that uses Smartsheet data while stating that submitted AI data is not used to train LLM providers’ models.
          •The supplied Smartsheet AI content identifies four generally available AI capabilities for work management: Analyze data, Generate formulas, Text and summaries, and Suggested descriptions in Brandfolder.
          •Public Smartsheet pricing now gives clearer self-serve reference points for evaluation, with Pro listed at $9 per member/month annually or $12 monthly and Business listed at $19 per member/month annually or $24 monthly, while Enterprise and Advanced Work Management remain custom-priced.

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          Quick Info

          Category

          Project Management

          Website

          www.smartsheet.com/ai
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