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Enterprise work management platform Smartsheet has unveiled a suite of new capabilities that apply generative AI (GenAI) to help enterprises tackle their mission-critical work more strategically and efficiently. The new features are now available to select customers in private beta.
By connecting large language models (LLMs) to customers’ private business data, Smartsheet can securely deliver insights and data visualisations and help build project and portfolio management solutions in response to simple natural language questions.
Among the tools introduced is a new AI-powered help assistant that will allow customers to get a customised response based on where they are in the context of their work.
The help assistant provides natural language responses based on the platform’s help, online Community, and supplemental materials. It can also prompt users on how to get started with different features based on where they are in Smartsheet and what they’ve been working on.
For marketers concerned with leveraging data, Smartsheet has developed a new insights feature that connects LLMs with customers’ private business data in Smartsheet to deliver sheet-level insights and data visualisations in seconds, while applying a comprehensive approach to security, compliance, and privacy so their data always stays secure.
New AI insights synthesise data into helpful insights and visual charts via simple conversational prompts like, “Which programs were over budget last month by department?” Initially, customers can tap into insights about an individual sheet; in the future, insights will be derived from data across thousands of active projects and data stores, unlocking new portfolio-level insights.
Last but not the least, Smartsheet has also developed a new AI solution builder.
The new AI solution builder will quickly find and personalise the right template so customers can get started building sophisticated solutions in seconds. The AI help assistant will also generate formulas based on a simple description of what information a user wants.
Formulas drive processes and automation in Smartsheet, but they take time to master. With this new feature, anyone will be able to generate advanced formulas to power their work at scale.
Smartsheet promises that customers own their information, and that information is never available for other customers to see or use, nor will it be available as training data to underlying LLMs.
“We believe GenAI will dramatically–and positively–impact how work gets done, from planning to execution to scaling,” said Mark Mader, Smartsheet CEO.
“Our platform is inherently flexible so it can adapt to how our customers want to work. As we apply powerful GenAI capabilities across the Smartsheet platform, we’re focused on maintaining customer trust through accurate and actionable insights and recommendations.”
“The Smartsheet mission is to empower anyone to drive meaningful change. Integral to that mission is the commitment to developing AI responsibly and ensuring Smartsheet GenAI capabilities are people-centric, fair, trustworthy, and understandable,” the company said in a statement.
Smartsheet customer data will not be commingled, and no customer data will be included in a training data set used by third-party AI model providers. Smartsheet also commits to doing its due diligence to ensure the AI model providers it partners with have comprehensive data privacy and security standards that align with its AI principles.
