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Explore the key features that make Smartsheet powerful for project management workflows.
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.
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.
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.
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.
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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Tutorial updated March 2026