Smartsheet AI

Smartsheet AI

Verified
AI-Enhanced

Acquired by Blackstone and Vista Equity Partners (2025) — still available under its own name.

Intelligent Work Management Platform

SOC 2 Type II
GDPR
HIPAA
ISO 27001
EU AI Act: Limited
+9
Last updated: Oct 30, 2026
Freemium
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More
smartsheet.com

Quick Answer

Smartsheet AI is a work management platform for teams and businesses. It offers conversational AI features and AI-powered dashboards to enhance project intelligence and data analysis. Best for mid-market to enterprise organizations needing to manage complex projects and integrate with various AI tools. Pro plan starts at $9 per member/month billed yearly, or $12 billed monthly.

About Smartsheet AIAI

Smartsheet AI is a work management platform for teams and businesses that integrates AI capabilities to enhance project intelligence, portfolio visibility, and data enrichment. It helps users manage projects, automate workflows, and build solutions at scale. Smartsheet AI offers conversational AI features and AI-powered dashboards, distinguishing itself by providing answers within any AI tool a team uses.

What Makes It UniqueAI

Smartsheet AI integrates directly into existing Smartsheet workflows, offering AI-powered project intelligence, portfolio visibility, and data enrichment at scale. It also connects to external AI tools through MCP-enabled integrations, allowing data to be used across various AI assistants and agents.

AI-extracted from public sources. May contain errors. Methodology · Report an error

Decision Intelligence

Best For

AI
People and teams tracking, sharing, and managing projects
Businesses aligning people, projects, and programs
Organizations building complex solutions with company-wide security and controls
Organizations managing large-scale portfolios and connecting across systems
Pricing Overview

Type

Freemium

Free Trial

Yes

Credit Card

Not Required

Free Plan

Yes

Dimension Scores

· 6.8 avg

How good it is, across universal quality axes

Ease of Use6/10
Customization7/10
Support6/10
Integration9/10
Compliance & Data Protection8/10
Performance5/10
AI-scored from up to 37 public sources, reviewed by a person·High confidenceHow we score

Task Scores

· 7.8 avg

What it can do, per category it works in · showing 9 of 10 tasks scoring 5+

Task Tracking9/10
Timeline Management9/10
Integration Ecosystem9/10
Resource Allocation8/10
Team Collaboration8/10
Status Reporting8/10
Dependency Mapping8/10
Milestone Tracking8/10
Workload Balancing7/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Automation
Chat
Data Analysis
Writing
Summarization
Translation
Vision
Categories
Project Management
Automation Agents
Data Analytics
LimitationsAI
  • -Pro plan is limited to 10 widgets per dashboard and 1 sheet per report
  • -Pro plan does not include timeline view, workload tracking, or portfolios
  • -Pro plan has a 250 automations per month limit
  • -Some advanced features like SAML-based SSO and directory integrations are only available on Enterprise plans or higher
Fit Score

Complexity

Intermediate

Company Size

Small
Medium
Enterprise

Target Team Size

Small Team
Large Team

Target Skill Level

Intermediate
Expert
Technical Specifications
SDK Available
MCP Compatible (unknown)
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup
Works Offline
Requires Host App
Framework
MCP Server
Inference API
MCP transport:
Streamable HTTP
Authentication
Single Sign-On
SAML
SCIM
Google Workspace
Microsoft Entra ID
Okta
Ping Identity
OAuth
Google
Microsoft
Apple
Developer Access
SDK
smartsheet-python-sdk
JavaScript
Python
Java
C#
Webhooks→ Docs
Deployment:
Cloud
Max upload:250 MB
Compliance, Privacy & Trust
GDPR: Stated by vendor
DPA
SOC 2: Stated by vendor
Type II
HIPAA: Stated by vendor
ISO 27001: Stated by vendor
ISO 27701: Stated by vendor
Privacy & data handling
Trains on user data: No
Data retention: Until Deleted
PII handling: Allowed
Data deletion: Upon Request
Model isolation: Shared
Copyright policy: User Owns Output
Human review:
Recommended

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Integrations & Connections
22 connections
S
K
M
+18
Kognitos
Kognitos

The Deterministic Agentic AI Platform for the Enterprise

Microsoft Copilot Studio
Microsoft Copilot Studio

Create, customize, and launch AI agents easily (Microsoft)

AD
Adobe Creative CloudNative

Review assignment details, create proofs, and request feedback

MI
Microsoft Office 365Native

Enhance collaboration and productivity with Teams, Outlook, OneDrive

GO
Google WorkspaceNative

Single sign-on and seamless integration with Google Docs, Gmail, Calendar

SL
SlackNative

Utilize notifications and automated requests actionable from Slack

PB
Power BINative

Export and visualize Smartsheet data in Microsoft Power BI

TA
TableauNative

Import Smartsheet data into Tableau for analytics insights

Auto-updated

Video

Trust Score

90/100

Excellent

Based on 14 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified38/38
VerifiedYes
GDPRYes
SOC 2 reportYes
SOC 2 Type IIYes
ISO 27001/27701/42001Yes
HIPAAYes
EU AI ActYes
Human ReviewYes
Operational25/25
Status PageYes
Data ResidencyUS, EU, Australia
Reliability0/10

No published data

Market Proof10/10
Notable CustomersMcLaren Racing, Roche IT, Sutherland
Company17/17
Company ListedYes
Team Size1001-5000
FundingAcquired
Health—

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: Best For, Description, Limitations, What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

EU AI Act Risk Tier
Limited (Article 50 transparency)
EU AI Act Article 50 Disclosure
At least one sub-paragraph satisfied
§50.1 Provider
Chatbot disclosure
Subprocessor List (GDPR Art. 28)
https://www.smartsheet.com/legal/subprocessors

Switching & Migration

Migration Difficulty
Moderate Effort
Data portable as:
XLSX
PDF
PNG
Support:
Help Center
Priority
Quick Stats
PlatformsWeb, Mobile, Desktop +1
Integrations20
Launched2006
VerifiedOct 2026
Company & Links
CompanySmartsheet
Founded2005
Based inUnited States
FundingAcquired · $120M
DocumentationChangelog
All Features
AI-powered project intelligence
Portfolio visibility
Data enrichment
Conversational AI features
Automated workflows
Team collaboration
Gantt, table, board, and calendar views
Pricing Plans
Free tier available
Free
Free
Pro
$12/month
Free trial · no card needed
  • Unlimited free Contributors
  • Gantt, table, board, and calendar view
  • Rich formulas
  • Conversational AI features
  • Unlimited sheets, forms, and reports
  • 250 automations per month
  • Most Popular
    Business
    $24/month
    Free trial · no card needed
  • Unlimited free Guests
  • Timeline view
  • Workload tracking
  • Admin capabilities
  • Unlimited automations
  • Connect to external AI tools (MCP-enabled)
  • Enterprise
    Custom
  • Scenario Planning
  • Portfolios
  • SAML-based SSO
  • Enterprise Plan Manager
  • Unlimited attachment storage
  • Directory integrations
  • Advanced Work Management
    Custom
  • Control Center
  • Dynamic View
  • Data Shuttle
  • Connectors
  • DataMesh
  • Calendar App
  • Pricing verified from the vendor pricing page.

    User Reviews

    No reviews yet. Be the first to review!

    Who It's For
    2 roles
    Project Management SpecialistsComputer and Information Systems Managers
    Platform, Content & Languages
    3 content types
    8 languages
    DocumentSpreadsheetData VisualizationEnglishFrench+15 more

    Content Types

    Document
    Spreadsheet
    Data Visualization

    Accepts

    Text
    Image
    Video
    Document
    Spreadsheet
    API

    Produces

    Text
    Document
    Spreadsheet
    Languages: English, French, German, Italian, Japanese, Portuguese, Russian, Spanish

    Frequently Asked Questions

    What can Smartsheet AI do?

    Smartsheet AI can: AI-powered project intelligence, Portfolio visibility, Data enrichment, Conversational AI features. Best for: People and teams tracking, sharing, and managing projects.

    How much does Smartsheet AI cost?

    Smartsheet AI offers a free plan, with paid plans starting from $12/month, and includes a free trial.

    Is Smartsheet AI free?

    Smartsheet AI offers a free plan with limited features. Paid upgrades are available for advanced usage. Paid plans also include a free trial.

    What makes Smartsheet AI unique?

    Smartsheet AI integrates directly into existing Smartsheet workflows, offering AI-powered project intelligence, portfolio visibility, and data enrichment at scale. It also connects to external AI tools through MCP-enabled integrations, allowing data to be used across various AI assistants and agents.

    Does Smartsheet AI have an API?

    Yes, Smartsheet AI offers a public API for developers to integrate its capabilities into custom applications and workflows.

    What platforms does Smartsheet AI support?

    Smartsheet AI is available on web, mobile, desktop, and API.

    What languages does Smartsheet AI support?

    Smartsheet AI supports 8 languages including English, French, German, Italian, Japanese, and more.

    Does Smartsheet AI work offline?

    No, Smartsheet AI requires an active internet connection to function.

    Who is Smartsheet AI for?

    Smartsheet AI is designed for People and teams tracking, sharing, and managing projects; Businesses aligning people, projects, and programs; Organizations building complex solutions with company-wide security and controls.