Go from human effort to human impact with AI integrations

We are facing a disconnected work crisis fueled by siloed systems and data that prevent teams from making informed, impactful decisions. Teams and leaders alike are under pressure to work faster and harder than ever before. But without the ability to align strategy and execution, inefficiency and ineffectiveness reign supreme.

AI can help solve both of these issues — but only when paired with human oversight and expertise. Recent research shows that 87% of project and portfolio managers agree AI still needs human input to deliver results.

Intelligent Work Management unifies people, AI, and data, orchestrates work across them, and eliminates system silos — supercharging work velocity and enabling teams to maximize business impact at scale. AI capabilities built directly into the Smartsheet platform — combined with seamless connections to leading AI technologies — are foundational to this approach, which is why Smartsheet offers a growing array of AI integrations with more on the roadmap. Let’s dig in.

Make smarter decisions with on-demand AI-powered insights

It’s difficult to get a complete view of project progress and performance when work is done outside the systems stakeholders use to make decisions. Not only is manually connecting these dots a time-consuming and error-prone process, but most people also lack the expertise needed to do this type of cross-system, performance-level analysis.

Generative AI tools can understand your data in seconds and help pull it from all corners of your business into a single view for smarter, more strategic decision-making. They also empower anyone to analyze data and uncover insights using plain language — no data science degree required!

Looking to analyze work and get answers directly in Smartsheet? Uncover project and portfolio insights using plain language with the analyze data AI tool and easily add them as charts to your dashboards.

To see your project data alongside data from your other enterprise systems, Smartsheet fuels AI-powered insights through integrations with Amazon Quick Suite, Atlassian Rovo, Glean, and Microsoft Copilot (in public preview). Connecting Smartsheet to these platforms enables permitted users to search and pull in specific Smartsheet data like project status, due date, collaborators, and more, meeting your stakeholders where they are.

The best part? It’s all done semantically through chat with friendly AI assistants. Users simply ask work-related questions and receive insights that can then be viewed and further analyzed alongside information from other enterprise systems. For example:

• Which projects are behind schedule? 
• How many tasks are assigned to Mary?
• What P1 projects is the team working on?
• Is our Campaign Launch project within budget?

Smartsheet also integrates with more than 150 additional applications, so teams can incorporate data from their CRMs, marketing automation tools, business intelligence platforms, and more in Smartsheet dashboards and reports. 

Create workflows and supercharge efficiency with AI agents

The latest and greatest AI advancement is agentic — but what does “agentic” really mean, and what do AI agents actually do? Most folks are familiar with generative AI, which can generate new content from specific knowledge sources or general datasets. Agentic AI takes these capabilities to the next level with the ability to take autonomous actions across different systems on behalf of humans.

While this may have once raised concerns about AI replacing human workers, 87% of PPM pros today view AI as an enabler and an opportunity to transform the way they work — not a threat. That’s because AI will never be able to anticipate and adapt to disruption, make nuanced judgement calls, or handle sensitive subjects with empathy. However, when used to intelligently automate routine or time-consuming tasks, AI agents unlock unprecedented human efficiency. This is the foundational idea behind Smart Agents in Smartsheet, which will be able to grow team capacity and impact, connect systems, and keep work moving forward automatically.

Smartsheet also integrates with AI agent-builders including Zapier, StackAI, Lindy, Make, and several others to allow teams to deploy AI agents that can access data and take action inside Smartsheet. Actions in Smartsheet can be triggered by data from other systems, and vice versa, to automate and scale multi-step, multi-system workflows. Teams no longer have to switch back and forth between tabs and tools or execute repetitive but necessary tasks, giving them more time to focus on more strategic, high-impact work.

Teams can build agentic workflows to help streamline and automate work related to budgeting and forecasting, supplier analysis and contract compliance, customer service and support, user provisioning and system access, and so much more. Consider the below Call Compliance Agent example from StackAI. First, the agent transcribes sales call audio text. Next, it extracts compliance related fields like disclosures and urgency. Finally, it logs these fields into Smartsheet for record-keeping — no human intervention required!

We’re just getting started — and you should too!

AI helps humans make more informed decisions and then automate key workflows, bridging strategy and execution and helping bring an end to the disconnected work crisis. These integrations are just one of the many ways the Smartsheet Intelligent Work Management platform is transforming the way humans work with AI so they can focus on making an impact, not effort.  

We’re just getting started — there are many more AI integrations to come. Learn more, see what’s available, and get started here.