Dashworks AI: A Smarter Way to Find Information in Smartsheet

Smartsheet is a robust collaboration and work management platform utilized by millions globally. However, as your Smartsheet workspace expands, locating specific information can become more challenging.

Many Smartsheet users face common frustrations when trying to locate information:

1. Limited search functionality: Smartsheet’s native search function can be basic, making it difficult to find specific data across multiple sheets and workspaces.
2. Time-consuming manual searches: Users often need to open multiple sheets and scan through rows of data to find what they’re looking for.
3. Disconnected information: Important context may be spread across different sheets, reports, and attachments, making it hard to get a complete picture.
4. Lack of natural language understanding: Traditional search methods don’t always interpret the intent behind a user’s query.

This is where Dashworks AI steps in, providing a groundbreaking approach to searching and retrieving data from Smartsheet and other work applications. Dashworks AI addresses these pain points by providing an intelligent search and question-answering system that works seamlessly with Smartsheet and other work applications.

How Dashworks AI Works with Smartsheet

Dashworks integrates directly with your Smartsheet account, accessing various content types:

• Sheets
• Attachments
• Dashboards
• Discussions
• Folders
• Reports
• Individual rows

The integration captures essential metadata for each item, including:

• Creation and modification dates
• Authors and owners
• Permissions and access levels
• Detailed content such as column structures and cell data

AI-Powered Search and Question Answering

When you ask a question or perform a search, Dashworks AI:

1. Analyzes your query to understand the intent
2. Searches across all connected Smartsheet content
3. Retrieves relevant information from sheets, reports, and other Smartsheet objects
4. Synthesizes the information to provide a comprehensive answer

Unified Answers Across Multiple Apps

Dashworks doesn’t stop at Smartsheet. It searches across all your connected work apps, such as Slack, Google Drive, and Confluence, to provide holistic answers. This means you get a complete picture without having to switch between multiple applications.

Real-World Use Cases

1. Project Management: Quickly find project timelines, budgets, and status updates across multiple Smartsheet projects.
2. Resource Allocation: Ask about team member availability and current workloads to make informed decisions.
3. Financial Reporting: Retrieve up-to-date financial data from various Smartsheet reports and dashboards.
4. Customer Information: Access customer details, interaction history, and related documents stored in Smartsheet and other CRM tools.

Seamless Integration with Slack

Dashworks brings its powerful search capabilities directly into Slack, allowing you to:

• Ask questions in Slack channels or direct messages
• Receive instant answers sourced from Smartsheet and other apps
• Share findings with team members without leaving Slack

This integration ensures that valuable information from Smartsheet is readily available in your team’s primary communication platform.

Easy Setup and Getting Started

Setting up Dashworks for your Smartsheet account is straightforward:

1. Sign up for a Dashworks account
2. Click to connect your Smartsheet account
3. Authorize the integration
4. Start searching and asking questions immediately

The entire process takes just a few minutes, and you can be up and running with smarter Smartsheet searches in no time.

Conclusion: AI in Smartsheet

As AI continues to evolve, its integration with tools like Smartsheet is becoming increasingly valuable. Dashworks AI represents a significant step forward in how we interact with and extract value from our work data.

By combining Smartsheet's structured data management with AI's intelligent querying capabilities, Dashworks enables more efficient, insightful, and productive workflows. Try it today and experience a smarter way to work with Smartsheet.