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AI & Automation
SmartSheets AI
SmartSheets AI logo
AI & Automation

SmartSheets AI

SmartSheets AI is an AI-powered assistant designed to help users generate, explain, and debug complex Excel and Google Sheets formulas. It acts as a conversational interface where users describe their spreadsheet tasks in plain English, and the tool provides the appropriate formulas, scripts, or step-by-step instructions. It is targeted at business analysts, financial professionals, data managers, and anyone who works with spreadsheets but may not be an expert in advanced functions like VLOOKUP, INDEX-MATCH, or array formulas. The tool solves the problem of formula memorization and reduces time spent searching through documentation or online forums. By understanding natural language queries, it lowers the barrier to leveraging powerful spreadsheet capabilities, enabling users to automate data cleaning, complex calculations, and report generation more efficiently. It is positioned as a productivity booster that integrates directly into the spreadsheet workflow, aiming to make data manipulation more accessible and less error-prone.

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📊 At a Glance

Pricing
Freemium
Reviews
No reviews
Traffic
N/A
Engagement
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Categories
AI & Automation
Virtual Assistants

Key Features

Natural Language to Formula

Users describe a data manipulation task in plain English, and the AI generates the correct Excel or Google Sheets formula.

Formula Explanation & Debugging

Paste any existing complex formula, and the tool breaks down its components, explains the logic, and identifies potential errors.

Step-by-Step Task Guides

For multi-step operations like building a dashboard, the AI provides a sequential list of actions, not just a single formula.

Formula Translation Between Platforms

Converts formulas between Excel and Google Sheets syntax, accounting for functional differences between the two ecosystems.

Template Library & History

Users can save frequently used or generated formulas as templates and access a history of all their past queries and solutions.

Pricing

Free

$0
  • ✓Limited number of AI formula generations per day or month.
  • ✓Access to core formula generation and explanation features.
  • ✓Basic support via documentation or community forums.

Pro

Usage-based via credit packs (e.g., $10 for 1000 credits)
  • ✓Higher credit allowances for more formula generations.
  • ✓Priority access to new features and model updates.
  • ✓Ability to save and manage formula templates.
  • ✓Faster response times from the AI.

Enterprise

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  • ✓Custom credit packages and volume discounts.
  • ✓Dedicated support and account management.
  • ✓Potential for SSO (Single Sign-On) integration.
  • ✓Enhanced security reviews and compliance considerations.
  • ✓API access for embedding into internal tools and workflows.

Use Cases

1

Financial Reporting Automation

Financial analysts use SmartSheets AI to quickly generate complex formulas for quarterly reports, such as dynamic profit-and-loss statements or variance analyses. By describing the calculation needed (e.g., 'calculate year-over-year growth percentage excluding one-time charges'), they receive accurate array formulas. This reduces manual errors, ensures consistency across reports, and frees up time for deeper data interpretation rather than formula construction.

2

Sales Data Cleaning and Enrichment

Sales operations managers often deal with messy CRM exports. They use the tool to create formulas that merge columns, standardize date formats, flag duplicates, or categorize leads based on multiple criteria. Instead of manually editing thousands of rows, they get a formula to apply instantly, ensuring a clean, analysis-ready dataset in minutes, which improves the accuracy of sales forecasts and outreach campaigns.

3

Academic Research Data Analysis

Researchers and students working with survey data or experimental results in spreadsheets use SmartSheets AI to perform statistical calculations like standard deviations, correlations, or t-tests. They can ask, 'How do I run a correlation between these two data columns?' and receive the correct formula along with an explanation. This empowers those without advanced statistical software to conduct robust analysis directly in a familiar environment.

4

Inventory Management Dashboard Creation

Small business owners managing inventory in Google Sheets use the tool to build dynamic dashboards. They can ask for formulas to calculate reorder points, visualize stock levels with conditional formatting, or summarize total value by category. The step-by-step guides help them structure their sheet correctly, leading to automated alerts and better inventory control without needing to hire a developer or purchase specialized software.

5

HR and Payroll Processing

HR professionals use SmartSheets AI to automate payroll calculations, including overtime, tax withholdings, and benefit deductions. By describing the compensation rules, they generate error-checked formulas that apply across all employee rows. This ensures compliance, reduces manual calculation time each pay period, and creates a transparent, auditable process within the spreadsheet used for record-keeping.

How to Use

  1. Step 1: Visit the SmartSheets AI website and sign up for an account using your email address or a social login like Google.
  2. Step 2: After logging in, connect your spreadsheet environment. This typically involves granting permissions for Google Sheets via OAuth or preparing to use the tool within Excel (methods may vary, such as using an add-in or copying formulas).
  3. Step 3: Access the main chat interface on the SmartSheets AI platform. Describe your spreadsheet task in plain English. For example, type 'How do I combine text from two columns with a hyphen in between?'
  4. Step 4: Review the AI-generated response, which will include the precise formula (e.g., for Google Sheets: `=ARRAYFORMULA(A2:A & "-" & B2:B)`), an explanation of how it works, and sometimes alternative methods.
  5. Step 5: Copy the provided formula directly into your spreadsheet cell. Test it with your data to ensure it produces the expected result.
  6. Step 6: Use the 'Explain' or 'Debug' features if you have an existing formula that isn't working. Paste the formula into the tool, and it will break down its logic and suggest fixes.
  7. Step 7: For complex, multi-step tasks, use the 'Guide' feature to receive a sequential list of actions to perform in your spreadsheet, such as organizing data, applying formulas, and creating charts.
  8. Step 8: Integrate the tool into recurring workflows by saving frequently used formula templates or explanations within your account for quick access in future projects.

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At a Glance

Pricing Model
Freemium
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