Smartsheet Release Notes

You can now bring your content directly into your conversation.

Smart Assist now allows you to upload the files you work with every day — transcripts, documents, images, PDFs — directly into your chat. Smart Assist will process your content on your behalf, suggest next steps for approval, and can then take action on your sheet for you.

What you can now do with Smart Assist:

• Transcripts → tasks — Upload a transcript; Smart Assist extracts action items and proposes new rows/updates.
• Bulk edits — Upload an invoice; Smart Assist matches each line to the right row and suggests edits.
• Spreadsheet ingestion — Upload a .csv to update rows or populate your sheet.
• Reference content — Upload briefs, assets, and working files (images, PDFs, text files) into a campaign sheet for reference and downstream actions. Tell Smart Assist specifically what you want to do with each file, and it will recommend actions and make updates for you.

Additional details:

• Supported file types: PDF, .txt, PNG, JPG, .vtt, .csv, .md, .gif
• Supported file size: Limit of 3.75 MB for images; 4.5 MB for all other files
• Guardrails: All uploads are antivirus-scanned; malicious files are blocked.
• Sharing: Files are only in chat during the time of upload and are scoped to each user's own chat session. Once the panel is closed, the file is deleted from the chat history.

Learn more.

Environments availability:

Commercial US, Commercial EU, Commercial AU

Plan availability:

Pro, Business, Enterprise, Advanced Work Management

Subscription Model Availability:

Legacy Collaborator Model and User Model

We just shipped Phase 2 of Reports CRUD support in the Public API — closing the gap between what you can do via the API and what you can do in the Smartsheet UI.

New this release:

• Manage report columns programmatically (list, get, update, delete)
• Read full report scope and report definition (filters, sorting, grouping, summarizing)
• Filter by user/contact is now supported — full parity with app-level filtering

Combined with last month's create/read/update/delete support for reports themselves, developers now have complete programmatic control over report structure and configuration — no more dropping into the UI for column-level or filter setup. SDKs are also updated.

Learn more.

Environment Availability:

Commercial US, Commercial EU, Commercial AU

Plan Availability:

Business, Enterprise, AWM

Subscription Model Availability:

Legacy model and user model

Easily navigate to a particular column or cell with the new Copy link to column and Copy link to cell options in table view. Simply right-select the column header or cell to open its context menu and then select the option to copy the column or cell link from the dropdown. That's not all. Users can now access column IDs in table view sheets by right-selecting the column header to open the column context menu and then selecting Column properties.

Environments availability

Commercial US, Commercial EU, Commercial AU

Plan availability

Pro, Business, Enterprise, Advanced Work Management

Subscription Model Availability

legacy model, user model

Sheet webhooks now support custom HTTP headers, making it easier to authenticate webhook payloads securely. When creating or updating a sheet webhook, you can pass a customHeaders object in the request body — Smartsheet will include those headers on every outbound request to your callback URL.

Custom headers are the industry standard for authenticating webhook callbacks. You can use them to pass shared secrets, API keys, or service-specific tokens directly in the header layer, eliminating the need for callback URL obfuscation or post-receipt validation workarounds. This brings sheet webhooks into full parity with the custom header support that was already available on report webhooks.

This is a backwards-compatible addition. Your existing webhooks are unaffected. To start using custom headers, simply include the customHeaders object in your POST /webhooks or PUT /webhooks/{webhookId} requests.

Example:

POST /webhooks
{
  "name": "My Sheet Webhook",
  "callbackUrl": "https://your-service.example.com/hook",
  "scope": "sheet",
  "scopeObjectId": 123456789,
  "events": ["*.*"],
  "version": 1,
  "customHeaders": {
    "X-Webhook-Secret": "your-shared-secret",
    "X-Source": "smartsheet"
  }
}

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Business, Enterprise, Advanced Work Management

Subscription Model Availability: Legacy model and User model

Last month, we released the AI dashboard builder within Smartsheet, turning your data into dashboards instantly with the help of AI.

Now, you can build a dashboard, just by asking, from wherever you work—within Smartsheet using the dedicated dashboard builder, within Smart Assist, or within the AI tool of your choice through our MCP server integrations.

Using Claude, Copilot, Gemini, ChatGPT, Amazon Quick, or any MCP-enabled AI agent or assistant connected to Smartsheet, you can now simply describe what you need, and get a ready-to-share dashboard in seconds.

Use natural language to describe what you’d like to create within your connected AI interface, and it will handle the manual setup on your behalf and give you a link to your live dashboard in Smartsheet. You’ll see charts with insights tailored to your request, giving you clarity without the time-consuming setup. Create new dashboards and add new charts to existing dashboards, all without leaving your conversation.

Learn more about using conversational AI with your Smartsheet data.

Note: Users using the Smartsheet connector for AI they use may need to disconnect and reconnect the connector within the settings to access the ability to create dashboards from their AI conversation.

Environments availability: Commercial US, Commercial EU, Commercial AU

Plan availability: Pro, Business, Enterprise, AWM

Subscription Model Availability: Legacy model and user model

Building projects in Smartsheet just got a lot easier. The ability to build a workspace with AI is now available to Members on Pro plans. Describe your project needs in plain language or select from our ready-made prompts and get a structured workspace built for you in minutes, including your sheets, dashboards, reports, and automations.

To get started, look for the Build a workspace with AI option within your create menus and on Home. Learn More.

Environments availability

Commercial US, Commercial EU, Commercial AU

Plan availability

Pro

Subscription Model Availability

Legacy model, User model

Smartsheet now connects to Amazon Quick as a pre-built, MCP-enabled connector — connect in a few clicks and start asking questions about your projects right away. Analyze portfolios, surface project risks, update task statuses, and generate summaries using your live Smartsheet data directly from Chat Agents, Quick Flows, and automations. The connector integrates seamlessly into Amazon Quick, so teams can build automated workflows powered by Smartsheet without leaving their agentic AI workspace or custom configuration. IT admins get centralized control over access and governance across the organization. The connector is available to Smartsheet Business and Enterprise customers with Amazon Business subscriptions.

Learn more.

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Business, Enterprise, AWM

Subscription Model Availability: Legacy model and user model

Smartsheet now connects to Microsoft Copilot as a pre-built, MCP-enabled connector. Setup is handled once by a system administrator through Copilot Studio, after which the connector is available organization-wide with no per-user configuration required.

Once live, you can ask natural language questions about your projects, update task statuses, generate summaries, and take action on live Smartsheet data without leaving Teams, Outlook, Word, or Copilot chat. Every response is grounded in real-time Smartsheet data, not a cached snapshot, and every action runs under your own permissions.

Teams can also build declarative agents in Copilot Studio powered by live Smartsheet data, composing workflows that would have required months of custom engineering two years ago, with no additional licensing or infrastructure required. The connector is available to Smartsheet Business and Enterprise customers with a Microsoft Copilot license.

Learn More.

Note: Setup requires Microsoft Copilot Studio admin access. The Smartsheet MCP connector for Microsoft Copilot is currently available in preview — to access it, users must sign up for the Microsoft preview program.

Environment Availability

Commercial US; coming soon to Commercial EU and Commercial AU

Plan Availability

Business, Enterprise, AWM

Subscription Model Availability

Legacy model and user model

Smartsheet now connects to ChatGPT as a pre-built, MCP-enabled connector — connect in a few clicks and start asking questions about your projects right away. Update task statuses, generate summaries, and run Deep Research to produce comprehensive cited reports from your live Smartsheet data. Teams can also build Custom GPTs for reusable, no-code access to Smartsheet insights across the organization.

The connector is available to Smartsheet Business and Enterprise customers with ChatGPT Plus, Teams or Enterprise accounts. Learn More.

Environment Availability

Commercial US, Commercial EU, and Commercial AU

Plan Availability

Business, Enterprise, AWM

Subscription Model Availability

Legacy model and user model

Smartsheet now connects to Gemini as a pre-built, MCP-enabled connector — connect in a few clicks and start asking questions about your projects right away. Analyze portfolios, surface project risks, update task statuses, and generate summaries using your live Smartsheet data. The connector also integrates with Google Workspace and other connected apps so teams can combine Smartsheet insights without context switching. Developers can additionally access project data from the terminal using the Gemini CLI with the Smartsheet MCP Server.

The connector is available to Smartsheet Business and Enterprise customers with Gemini Business or Enterprise accounts. Gemini Enterprise requires a Google Cloud project.

Learn More.

*Note: currently read-access only; write-access is coming soon.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Business, Enterprise, AWM

Subscription Model Availability

Legacy model and user model

We all know that one person.

AI made one person on your team faster. It was supposed to make the whole team better. That gap is why 95% of enterprise AI pilots never pay off — and it’s exactly what we set out to fix.

The Hoarder. Every team has one. The person who “gets” AI — ships twice as fast, makes it look easy, and teaches no one. Won’t share the prompt; that one’s precious. Won’t write it down. Secretly likes being the wizard. It feels like a win. It isn’t. A private superpower is just a single point of failure with a good attitude. The gain lives in one head: they take a week off, and the team’s speed takes a week off too. They quit, and it walks out the door. That’s not adoption. It’s a lottery ticket.

The Slop Cannon. We know this one too, and if we’re honest, we’ve all been it at 5 p.m. on a deadline. Mistakes “prolific” for “good.” Fires off markdown, half-built HTML, 12-page docs nobody asked for — and leaves everyone downstream to fact-check the confident nonsense. AI didn’t make them better. It made them faster at being wrong. Volume is not value. A cannon is not a craftsman.

Here’s what both of them reveal: neither is an AI problem. They’re standards problems. One hoards the standard; the other has none. AI didn’t create either — it just turned the volume to 11 on both. Point AI at a team with a shared bar and you get a department reinventing how it works. Point it at a team without one and you get a faster genius and a louder mess. AI is an amplifier. It amplifies your standards — or it exposes that you don’t have any.

And that’s exactly why the results have been so lopsided. MIT’s Project NANDA studied real enterprise deployments in 2025 and found that about 95% of generative AI pilots delivered no measurable impact on the bottom line. Only about 5% produced real value. The reason wasn’t the models — the models are extraordinary. It’s that the wins stayed personal. Individual tricks, not team capability. A company doesn’t transform because one person got fast. It transforms when the whole team works from the same standard and gets good — together.

Smartsheet is the first work platform to turn that standard into something real — and apply it automatically. Not something you discover in a prompt. Not something each person has to figure out alone. Your team’s actual way of working — its rules, definitions, and expectations — is served from our side to every person and every agent, and refined week over week. Define it once. Make it the default. Everyone — and everything — works from it.

The quality bar was never an AI thing

Here’s the part worth sitting with: a shared standard isn’t an AI feature. Teams should set quality bars for all work; most just never made them real. Best practices have always gone to die in a wiki nobody opens, an onboarding doc nobody finishes, an SOP in a drawer. Everybody writes the playbook. Nobody runs it.

So we asked a different question than everyone racing to ship AI tools. They were all optimizing the typist — how do we make this one person faster? We asked: how does the team’s best way of working become everyone’s default — served automatically, applied consistently, and getting better over time?

The answer isn’t a new model — it’s skills. That’s not our term, and not our invention; it’s an idea the whole AI industry has converged on, and the format is now an open standard. A skill is packaged know-how an agent picks up the instant it’s needed: it hands the model its role, reads what you actually mean, picks the right tool for the job, formats the answer in your team’s style, and applies your rules — what “overdue” means, what “done” means. The expert you trust is in the room on every task.

What we did was serve those skills from our side. The expertise lives on our infrastructure, not in each person’s settings, so it travels to every connected agent automatically, stays consistent, and improves for everyone at once.

What a skill does: it hands the model its role, reads your intent, reshapes the request, picks the right tool, applies your style, and encodes your rules — served the instant it’s needed, so the AI doesn’t burn tokens rediscovering it

Set the bar once, hold it centrally, and every human and every agent works to it. The Hoarder’s clever method becomes the team’s floor — and survives them leaving. The Slop Cannon gets a standard it can’t fall below. Best practices that finally run, instead of rotting in a document.

But “one shared standard” undersells it — because two things turn that standard into something genuinely personal, and you need both.

The first is the expertise, tuned to where you actually sit: your industry, then your company, then your team, then you. A construction firm’s idea of “risk” isn’t a hospital’s. Your PMO’s definition of “done” isn’t your field crew’s. Not generic best practices — yours.

The second is your context — and it’s really two things. There’s the live map of how your work connects — your relationships: what depends on what, who owns what, which partners touch which projects, what’s late and what’s blocking it. And there’s agent memory — what the AI carries forward about how your team actually works, so it doesn’t start from zero every time. Expertise tells the AI how to do the work well; your relationships and memory tell it your situation. Put them together and you don’t get best practice in a vacuum — you get the right move, for this project, with these dependencies, on your team. That combination is the part nobody can copy: anyone can bolt a model onto an app, but the expertise, the live map of your work, and the memory of how your team operates only exist where your work already lives.

It also doesn’t sit still. As your team works — accepting what an agent did, fixing it, sending it back — those decisions become lessons the skill learns from. Your team’s judgment quietly sharpens your company’s AI, in your direction, week over week. Patterns that prove out across thousands of companies — never anyone’s actual data, just the shape of what works — lift the floor for everyone. Your hard-won way of working stops being a document nobody opens and becomes a system that gets better every time you use it. And your data never leaves your walls; only the lesson travels.

That’s the real reveal. Not AI that knows things — AI that knows your things, and gets better at them every week. Expertise, plus your relationships and memory, plus your team’s judgment — held to a standard you set.

(Why “on the server” matters: when skills get passed around in open marketplaces, the supply chain rots — researchers found about a quarter of 40,000 published skills carried a security flaw. Served centrally and owned by us, there’s nothing to install, drift, or poison. The standard is held in one trusted place.)

A tool makes a person faster. A team needs a surface.

This is the leap most AI strategies miss. Your individual AI account — the assistant you log into — is brilliant at making you faster, at your desk. But work isn’t one person at a desk. It’s a relay: human to human, human to agent, team to team, company to company. And the relay is where speed dies. A genius in a silo is still a silo. The fastest individual alive still has to hand the work to someone who has no idea it’s coming.

For a team to move faster, the speed has to survive the handoff. That takes a collective work surface — one live system of record where humans, agents, and outside partners see the same state at the same time, and where the standard lives so everyone works to it. And that surface is deterministic and governed in a way a chat window can never be: the model is creative and probabilistic, but the record is exact — the row either updated or it didn’t, the approval either fired or it didn’t. You get the creativity of an agent with the accountability of a system that leaves a paper trail. Creativity you can audit. That’s what enterprises need, and what a chat window can’t give.

And the surface already runs the business

Here's what makes this real instead of aspirational: that coordination layer already exists, at a scale that's hard to picture.

On our platform right now, more than a quarter-billion automation rules are firing quietly in the background — standing instructions of when this happens, do that. In a single month, the platform moved over 170 million handoffs — work passing person to person, team to team, and across more than 300,000 company boundaries, as vendors, contractors, and agencies operate inside each other's workspaces. And now agents can act on all of it — reading and writing the same live data, triggering the same automations, moving the same handoffs as the people beside them. They didn't show up because we marketed a product to them; they showed up because the work was already here.

So when an agent arrives, it doesn't see a blank canvas. It joins a living graph of work — already connected, already orchestrated, already spanning companies. It doesn't build the network. The network already runs the business.

Why we had to be first

Everyone shipping AI raced to make individuals faster. We built the other half — the place where a team’s standard lives, served from our side to every person and every agent, on a record that already coordinates the work. We’re happy to be the first work platform to do this — and as far as the public record shows, we are: an industry survey in late 2025 found almost no AI-connected servers serve this kind of expertise at all, and across work management, none did.

Being first isn’t a flag to plant. It’s a head start that compounds: every standard we serve makes every connected team better at once, and it works in whatever AI you already use.

Because here’s the truth underneath all of it. Business was always a team sport — and not the kind you win by buying the biggest star. Companies win by moving faster, more accurately, together, with less toil: by turning what they know into a system the whole team plays to, and outrunning a richer roster with it. The assembly line, the org chart, the process — all of it is coordination technology. AI raises the stakes; it doesn’t change the game.

It was never about making one person fast. It was about making the whole company good — together. It was never about individuals. It never is.

Sources

• MIT Project NANDA, The GenAI Divide: State of AI in Business 2025 — via Sheryl Estrada, “MIT report: 95% of generative AI pilots at companies are failing,” Fortune, Aug 18, 2025. https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/
• Anthropic, Agent Skills (open standard), Dec 2025. https://agentskills.io — and Effective context engineering for AI agents. https://www.anthropic.com/engineering/effective-context-engineering-for-ai-agents
• Microsoft Research, Tool-space interference in the MCP era, Nov 2025. https://www.microsoft.com/en-us/research/blog/tool-space-interference-in-the-mcp-era-designing-for-agent-compatibility-at-scale/
• Yi Liu et al., Agent Skills in the Wild: An Empirical Study of Security Vulnerabilities at Scale, arXiv:2601.10338, 2026. https://arxiv.org/abs/2601.10338

Platform activity figures are directional, drawn from internal product data (2026).

Add visual context exactly where it matters by copying and pasting images directly into cells in table view. Use Ctrl/Cmd + V to copy-and-paste from another cell or your clipboard, or use the cell context menu. For a closer look, preview the image by pressing Fn + F2 to update your image title, download, view gifs, and more.

Learn More

Environments availability

Commercial US, Commercial EU, Commercial AU

Plan availability

Pro, Business, Enterprise, Advanced Work Management

Subscription Model Availability

legacy model, user model