Smartsheet AI tools

Smartsheet has integrated Artificial Intelligence (AI) into its services to empower you to drive meaningful change responsibly. But before we get into the details of the AI tools, let's be clear on what the integration of AI means for your data.

In short, AI is a system of algorithms, statistical models, and machine learning techniques that enable machines to learn from experience, recognize patterns, and provide probabilistic output based on data. AI systems are designed to operate with varying levels of autonomy, and at their core, receive input from a user (i.e., you) and generate output.

Starting on September 16, 2024, Smartsheet will give all our customers a taste of the following AI tools:

• Generate formulas
• Text Summaries
• Analyze data
• Get help

This access will end on December 31, 2024. After that, temporary access to AI tools will expire. However, any content generated and added to a sheet will remain. Your organization will have the option to modify your subscription and continue to use the AI tools.

In recognition of the trust our customers have placed in us, we want to assure you that the data you use with our AI tools is secure and isn’t used to train the AI models we leverage. Visit our Trust Center for details about our approach to data security.

You can learn more about the AI models that we leverage in our AI data security whitepaper. 

Guidance for responsible use

Though AI is an exciting and powerful technology, keep in mind that there are some key limitations regarding its use based on the fundamental nature of how AI models work:

1. AI is a tool. Despite the name including the word intelligence, AI isn't conscious —it's a tool. Like any tool, its use is the responsibility of the operator. This means that it's your responsibility to determine whether your use of our AI tools is appropriate for your intended purposes, and you must only input data to the AI tools for which you have the right to do so.
2. AI may hallucinate. AI doesn’t know whether its generated output is factual or not; it only knows that the output is the most suitable based on its algorithms, training data, and input. As such, you shouldn’t rely solely on AI for any purposes, including legal, financial, or medical purposes. It's your responsibility to review the output to ensure that it's responsive, accurate, and helpful.
3. AI is amoral. AI isn't a person; therefore, it doesn’t have a sense of right and wrong. Unfortunately, this means that it's possible the AI model could produce biased, discriminatory, offensive, obscene, or otherwise harmful outputs. It's your responsibility to filter out and reject any such outputs and use only appropriate outputs. It's your responsibility to not submit input that is offensive or is intended or likely to result in offensive or harmful output.
4. AI is probabilistic. Because AI is based on probabilities, similar inputs from other users may result in outputs that are the same or similar to outputs generated for you. Though you retain any inherent rights you may have to the output, it's possible that such rights may not be enforceable against another party.

In sum, keep in mind that AI is an experimental and emerging technology.

Generally available AI tools

The following documentation applies to your use of these specific AI tools: 

We may add new AI tools from time to time or modify, improve, or remove existing ones in order to provide you with a better means of driving meaningful change. 

Generate formulas

When you use the generate formulas feature, your input and associated context is sent to a generative AI model that generates a responsive formula and a description of the formula. You may then choose to apply the formula into a cell or modify the formula as you see fit. 

The associated context used by the generate formulas feature includes your sheet’s column names and column types in order to enable the feature to correctly reference columns in the generated formula. Learn more about how to generate formulas with AI.

Generate text and summaries

When you use the generate text and summaries feature, your input and associated context is sent to a generative AI model that generates responsive output text which you may choose to apply to the selected cell. Along with the output text, the AI model also provides a brief explanation of its analysis to support your decision making. 

The associated context used by the generate text and summaries feature includes your sheet’s column names and column types along with any cell data referenced in your input. Learn more about how to generate text and summaries with AI.

Analyze data

When you use the analyze data tool, your input and associated context are sent to a generative AI model that generates a responsive chart or aggregated metrics based on the contents of your sheet. You may refine the output chart or metrics by providing follow-up inputs. 

The associated context used by the analyze data tool includes your sheet’s column names, column types, allowed values for dropdown columns, limited sample data from your sheet, the current analyze data conversation history, and limited user and account context. Learn more about generating charts and metrics with analyze data.

Get help

When you use the get help tool, your input and associated context is sent to a generative AI model that generates a responsive answer to your Smartsheet-related questions by leveraging our extensive Smartsheet knowledge base. Currently, the get help tool can’t provide sheet-specific information when formulating responses.

The associated context used by the get help tool includes the current get help conversation history to allow you to build upon or clarify prior inputs and outputs. Learn more about how to get help with AI.

Suggested descriptions for images in Brandfolder

When you use the suggested descriptions feature for images in Brandfolder, the image is sent to a generative AI model which analyzes the image and generates a responsive text description output. You can revise and/or accept the output to associate this metadata with the image. Learn more about how to create asset descriptions using AI. 

Smartsheet’s Limits Policy and Acceptable Use Policy apply to the access and use of all Smartsheet services and applications, including AI tools. If we detect that AI feature usage becomes abusive or violates our policies, we may disable the AI tools. We don’t currently have specific volume limits on AI feature usage, but reserve the right to enforce such limits in the future. Also, we don’t currently offer a way for you to track your usage of AI tools, but will inform you if and when such insights become available.