Smartsheet AI Demo: User Journey

Summary

Noah Edelstein, VP of Product Management at Smartsheet, introduces the integration of applied AI in their platform through a use case featuring Becky, a marketing manager. Becky leverages AI-powered assistance within Smartsheet to manage project dashboards and health metrics. She easily creates and understands formulas for accurate project tracking, ensures data security, and generates insightful visualizations. This integration enhances productivity by enabling users like Becky to achieve faster and more precise outcomes without leaving their work environment.

Takeaways

• 🚀 Smartsheet is integrating applied AI to enhance their product management capabilities.
• 👩‍💼 Becky, a marketing manager, uses Smartsheet to manage projects and portfolios.
• 📊 Becky uses a dashboard to keep everyone updated on project statuses.
• 🛠️ Smartsheet's AI-powered help assists Becky in solving project issues without leaving the platform.
• 🔍 Becky asks Smartsheet how to compare actual task metrics to planned metrics and receives helpful suggestions.
• 📈 Smartsheet's AI helps Becky create a formula to automatically calculate project health.
• 🧩 Smartsheet provides simple explanations for complex formulas, making it easier for users to understand and apply them.
• 🎯 AI-driven insights in Smartsheet allow Becky to quickly assess her project's health.
• 📉 Becky customizes a chart to better represent her project's current health status and shares it with stakeholders.
• 🔒 Smartsheet ensures customer data privacy, with generative AI safeguarding information from unauthorized access.

Q & A

Who is Noah Edelstein and what is his role at Smartsheet?

Noah Edelstein is the VP of product management at Smartsheet. He is responsible for showcasing how Smartsheet is integrating applied AI into its platform.

What is the context of the story about Becky?

Becky is a marketing manager at MBF Corp who uses Smartsheet to manage her projects and portfolio lifecycle. The story illustrates how she leverages Smartsheet's AI capabilities to improve her project management.

What was the issue with the dashboard that Becky noticed?

Becky noticed that the task health for many projects was not defined in the dashboard. The dashboard was reporting status based on a dropdown that allowed managers to pick the project health, but it did not utilize the actual or expected values.

How does Smartsheet's AI-powered help assistant assist Becky?

The AI-powered help assistant allows Becky to ask questions directly within her project without leaving it. It provides suggestions and helps her understand how to implement solutions, such as adding formulas to her project.

What specific problem does Becky solve with the help of Smartsheet's AI?

Becky solves the problem of comparing her project's actual task metrics to what she had planned. Smartsheet's AI suggests adding a formula to her project to help with this comparison.

How does Smartsheet's AI help Becky with formula creation?

Smartsheet's AI platform creates a formula for Becky based on her description of what she wants. It also provides a simple explanation of what the formula does, making it easier for her to understand and implement.

What is the new feature that Becky uses to assess her project's health?

Becky uses the new AI Sheet Insights feature, which allows her to ask questions about her project's health in her own words and receive answers quickly, even in the form of charts.

How does Smartsheet ensure the privacy and security of customer information?

Smartsheet uses generative AI in a way that ensures customers own their information. It is never available for other companies to see or use, thus protecting Becky's information.

What does Becky do with the insights she gains from the AI Sheet Insights?

Becky uses the insights, including the visual representation of data in the form of charts, to update her stakeholders and improve the dashboard that her team uses regularly.

How does the integration of generative AI in Smartsheet benefit users like Becky?

The integration of generative AI in Smartsheet allows users like Becky to gain a deeper understanding of their projects and achieve faster outcomes by leveraging powerful features without needing to step away from their work.