What is Smartsheet AI?
Smartsheet AI is an enterprise-grade project and work management platform infused with artificial intelligence to improve task execution, forecasting, collaboration, and decision-making. It allows teams to manage complex workflows using automation, intelligent dashboards, and real-time collaboration tools. With features like AI-powered resource planning, Smart Fill data prediction, and integration with tools like Microsoft 365 and Slack, Smartsheet AI delivers efficiency and clarity across departments and projects—at any scale.
Feature Table
| Feature | Details |
|---|---|
| Name | Smartsheet AI |
| Developer | Smartsheet Inc. |
| Founded Year | 2005 |
| AI Capabilities Introduced | 2023 |
| Available Platforms | Web, Windows, macOS, Android, iOS |
| Primary Use Cases | Project management, task automation, collaboration, forecasting, and reporting |
| AI-Powered Project Management | Smart scheduling, resource allocation, task prioritization |
| Smart Fill (AI Content Assist) | AI predicts and auto-completes field entries across sheets |
| Real-Time Dashboards | Interactive, customizable views of project metrics and KPIs |
| Workflow Automation | No-code logic-based automations for task assignments, reminders, approvals |
| Integrations | Microsoft 365, Google Workspace, Slack, Jira, Salesforce, and more |
| Security & Compliance | GDPR, HIPAA, FedRAMP compliance with granular access controls |
| Resource Planning | Forecast workloads, manage team capacity, and balance assignments across multiple initiatives |
Who Should Use Smartsheet AI?
Project managers and PMOs seeking centralized, intelligent work management
Enterprise teams handling multi-departmental workflows and reporting
Operations leaders aiming to automate tasks and streamline business processes
IT and compliance teams needing secure, audit-ready governance controls
Cross-functional teams collaborating on complex projects across tools and regions
How to Use Smartsheet AI (Step-by-Step)
Sign Up for a Smartsheet account via smartsheet.com.
Create a New Sheet from templates or from scratch based on your workflow.
Enable AI Tools like Smart Fill and AI-powered scheduling under automation settings.
Design Custom Workflows using the no-code automation builder.
Collaborate in Real-Time by tagging team members, sharing sheets, and assigning tasks.
Build Dashboards to monitor KPIs, project progress, and resource utilization.
Integrate External Tools like Microsoft 365 or Slack to expand functionality.
Manage Permissions & Security to control access, share externally, or set role-based views.
Pricing Plans (as of August 2025)
| Plan | Price | Features Included |
|---|---|---|
| Free Plan | $0 | Basic sheets, limited dashboards/reports, collaboration for small teams |
| Pro Plan | ~$7/user/month | Up to 10 editors, automated workflows, dashboards, and integrations |
| Business Plan | ~$25/user/month | Group management, activity logs, advanced reporting, admin controls |
| Enterprise Plan | Custom Pricing | Enterprise-grade security, compliance tools, premium support, and user provisioning |
Free vs Paid Comparison
| Feature | Free Plan | Pro Plan | Business Plan | Enterprise Plan |
|---|---|---|---|---|
| Sheets & Dashboards | Limited | Unlimited | Advanced Controls | Full Customization |
| AI Tools (Smart Fill, etc.) | ❌ | ✅ | ✅ | ✅ |
| Workflow Automation | Basic | Standard | Advanced | Enterprise-wide |
| Integrations | Basic | Standard | All | Premium & Custom |
| Security & Compliance | ❌ | ❌ | Limited | Full (HIPAA, FedRAMP) |
| Priority Support | ❌ | ❌ | ✅ | ✅ |
Capabilities
AI-powered task forecasting, scheduling, and prioritization
No-code automation builder for repetitive workflows
Smart Fill for data prediction and auto-completion
Real-time, customizable dashboards and reports
Built-in collaboration tools including comments, version control, file sharing
Enterprise-grade access control and regulatory compliance
Resource and capacity planning tools for workload management
Integrations with major enterprise ecosystems (Jira, Salesforce, Microsoft 365, etc.)
Evolution Timeline
| Year | Milestone |
|---|---|
| 2005 | Smartsheet founded as a collaborative spreadsheet-style work platform |
| 2017 | Introduced dashboards and reporting features |
| 2020 | Launched advanced workflow automation and enterprise-grade security |
| 2023 | Rolled out AI-powered features including Smart Fill and forecasting |
| 2024 | Expanded integrations and introduced resource management & compliance tools |
Pros and Cons
| Pros | Cons |
|---|---|
| ✅ Strong AI features for planning, prediction, and automation | ❌ Learning curve for new users due to advanced features |
| ✅ Highly customizable platform for various project types and teams | ❌ Advanced tools locked behind higher-tier plans |
| ✅ Real-time reporting keeps stakeholders aligned and informed | ❌ Enterprise pricing not fully transparent |
| ✅ Secure and scalable for both SMBs and large enterprises | ❌ Mobile experience less intuitive than desktop |
| ✅ Wide range of third-party integrations | ❌ Occasional delays with automation execution in complex workflows |
Summary for Target Users
✔️ Teams managing complex projects with multiple stakeholders
✔️ Enterprise leaders looking for intelligent workflow automation
✔️ Operations and IT teams requiring secure, scalable project visibility
✔️ Organizations using Microsoft 365, Slack, Jira, or Salesforce
✔️ Data-driven teams that benefit from AI-based forecasting and dashboards
Official Resources
🐦 Twitter
Final Verdict
Smartsheet AI elevates traditional project management by embedding artificial intelligence into every layer of planning, execution, and reporting. Whether you’re managing a small agile team or a multinational enterprise, its blend of automation, real-time visibility, and collaboration tools offers a streamlined, scalable solution. While the advanced features may require onboarding time and are locked behind paid tiers, the platform’s flexibility and AI-driven productivity gains make it an invaluable tool for future-forward organizations.