AI makes work faster. It doesn’t make it go the right way.
Without a home for work in motion, more speed just means more drift. Smartsheet is where work moves, where planning shifts to execution, and where approvals, handoffs, and dependencies carry a plan to done. You describe it. Smartsheet runs it. Agents think inside it. You stay in charge.
OUR POINT OF VIEW
Not everything requires an agent. That's the point.
Where a simple automation gets it done, that’s what runs. When the path isn’t fixed, agents step in. One platform brings automations, integrations, and agents together, built on decades of expertise in how work gets done, so you always get the right tool for the job.
In the Smartsheet platform
Ask, hand off the work, or set a schedule
An answer, a handoff, or a cadence: every path starts the same way. Say what you need, and Smartsheet AI brings the right agents and the right expertise to the work, within your permissions and approvals. You manage outcomes, not agents.
BUILD
Create with AI
Describe what you need to manage: a launch, an event, a client portfolio, or more. Our built-in Creation Agent, alongside teams of specialized agents, builds workspaces, dashboards, and reports, ready for you to refine and approve.
ON DEMAND
The right specialist for the ask
From the Data Quality Agent checking an entire portfolio to a risk assessment or a custom status update, the right agent handles it on your behalf. Every result stays grounded in the context of your work.
ON YOUR SCHEDULE
Set it up once, and it runs without you
Put AI to work for you with Agentic Workflows: a Friday 4 p.m. project summary, a weekly data check, or an update on what’s changed, all delivered automatically, always under your approval.
NEXT • ALWAYS ON
Agents inside your workflows
On the roadmap: agents and AI steps built into the automations you already run. Monitoring, coordinating, and acting across your work, all managed in one central hub.
Ready-made
Real governance and visibility in weeks, not months
Standardized, fast-deploying, purpose-built solutions with agents grounded in your use case, kept current by Smartsheet.
Agentic PMO
A portfolio view leaders can trust
Standardize how projects come in, move, and get reported across your portfolio. Agents find the projects that look green but aren’t, so risks surface before they become problems.
Agentic services delivery
Repeatable delivery, protected margins
Run every client engagement in the same proven way, from pipeline and staffing to closeout. Agents flag budget anomalies across every engagement, protecting margins and your team’s capacity.
Trust
AI recommends. You decide.
Four things stay true at every step — an ask, a schedule, or an agent.
Governance extends to AI the same way it extends to people.
FAQ
Smartsheet agents are specialized AI built into Smartsheet and designed to take on work, not just answer questions. An agent handles a task in the context of your projects — grounded in your data and operating within your permissions — and returns the result for your team to review. You decide what happens next.
Today, the Creation Agent builds workspaces, dashboards, and reports from a description, the Data Quality Agent reviews a sheet or an entire portfolio for gaps and conflicts, and the Automations Agent creates automations just by asking. With Agentic Workflows, recurring requests run on a schedule, and agents deliver summaries and risk insights from your live work, on demand or on a cadence.
Traditional automations follow set rules, so the same trigger gives the same result every time. They connect work across Smartsheet and other systems. Agents handle open-ended requests you describe in plain language. Most teams will use both to effectively manage their work.
Yes. With Agentic Workflows, you can schedule any AI request in a conversation: a weekly data quality check, a Friday project summary, and more. It runs automatically, delivered to the people you choose. Any changes to your sheets require your approval.
System Admins manage AI for the organization from Smartsheet Admin Center, including which AI capabilities and connected tools are available. Agentic Workflows and specialized agents follow your Smart Assist and Smartsheet MCP Server settings. Agents work within the permissions you've already set and all actions are auditable. If someone can't open a sheet, neither can their AI.
No. Your data never trains third-party foundation models, never mixes with other customers' data, and never leaves your control. This is a contractual guarantee, not just a policy. Learn more in our AI whitepaper.
Yes. Connect AI tools like Claude, Microsoft Copilot, Gemini, ChatGPT, and Amazon Quick through the Smartsheet MCP Server, so they can work with your Smartsheet data without switching apps. They follow the permissions you have already set.
Start with what you need. Describe the outcome in Smart Assist or in your connected AI tools, and Smartsheet brings the right tool to the job: an automation where rules get it done, an agent where the work takes judgment. You can start a trial or request a demo to see it with your own work.
Get started
Put agents to work on your work
AI makes work faster. Smartsheet keeps it on course. Start a trial or request a demo to see agents run on your own projects.