AI Consultant

Describe it. Watch it get built.

Tell the Consultant what you run. It reads the workspace you already have, proposes a plan you approve, then builds the sheets, formulas, dashboards and automations while you watch it happen.

Start free trialAll features →
Consultant
Set up how we onboard a new client: kickoff tasks, a doc checklist, and something the account lead can look at.
Looked at your workspace. You already track work in Delivery, so I will match its status vocabulary. Here is the plan.
Proposed plan
  1. Client Onboarding sheet12 tasks, owner, due date, status
  2. Document checklistReceived / outstanding, with a rollup
  3. Account lead dashboardLive tiles off both sheets
Approve and buildChange something
It reads first

An AI that works inside your data

Most AI sits beside your work and answers questions about it. This one opens your workspace, sees the sheets and columns you already keep, and builds in the same vocabulary your team is using. If your statuses are Not started, In progress and Blocked, that is what it writes.

Context
Your real sheets, columns and views
Boundary
Only what your own account can resolve
Your workspace, its context
ReadsYour sheets, columns and views
MatchesStatus vocabulary you already use
WritesOnly what the approved plan listed
NeverOutside what your account can already see
Plan, then approve

Nothing gets built before you say so

The Consultant proposes a plan broken into milestones, and every operation it intends to run is listed there. You approve the plan, change it, or walk away. Approval is the gate: the agent cannot build past what you agreed to.

Guided
Pauses at each milestone to check in
Autopilot
Runs the approved plan start to finish
Building
Created sheet Client Onboarding
Added 6 columns, set 2 formulas
Conditional formatting on Overdue
Built dashboard Account lead view
Adding automation: nudge owner 1 day before due
CheckpointBuilt the dashboard. Keep going, or change something first?
Real objects

It builds the product, not a mockup

What lands is an ordinary Wisegrid workspace: sheets with working formulas, conditional formatting that fires, automations on a schedule, and a dashboard reading live off the rows. You can edit every piece of it afterwards, because there is nothing special about the way the agent made it.

Eight operations
The full set it can perform
Yours after
Ordinary objects, editable by hand
What it can build
Projects
create_project
Sheets
create_sheet
Columns
add_column
Formulas
set_formula
Rows
add_rows
Formatting
set_conditional_formatting
Automations
add_automation
Dashboards
build_dashboard
How it works
Say what you run
One sentence is enough. "Set up how we onboard a new client" gets a plan.
Read the plan
Milestones and the operations inside them, listed before anything runs.
Approve it
Guided pauses at each milestone. Autopilot runs the whole approved plan.
Keep working
What it built is ordinary sheets and dashboards you can edit like any other.
Frequently asked
Does it change my existing sheets?

It builds new sheets, dashboards and automations from the plan you approved. The plan lists every operation before anything runs, so nothing happens that you did not read first.

What can it actually build?

Projects, sheets, columns, formulas, rows, conditional formatting, automations and dashboards. That is the full set of operations it can perform, and it is the list on this page.

Can I stop it partway?

Yes. In Guided mode it pauses at each milestone and asks before continuing, and your feedback revises the remaining milestones rather than restarting. Autopilot runs the approved plan to completion.

Is it included in the seat?

The Consultant runs on the metered AI budget that comes with your seat, and it stops at the ceiling instead of running up a bill. It needs a card on file, so it is available on a paid seat rather than during the no-card trial.

Does it see data I cannot?

No. It resolves what you can resolve. The Consultant works inside your own permissions, so it can never surface a sheet your account could not open on its own.

Keep exploring

AI in formulas

The other half: AI you write as a formula, with answers landing in the cell.

Read →

Dashboards

What the Consultant builds for the exec view, and how it stays current.

Read →

What's included

One price, and the capabilities other suites meter as premium add-ons.

Read →

Let it build the first one.

Start your 7-day free trial and describe the process you run. No credit card required to start.

Start free trialMigrate from Smartsheet →