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Boost Smartsheet with AI: New Tools and Techniques

Class Code Date Delivery Method Cost
ITS-2093
  • Thu Oct 24, 1:00 pm to 4:00 pm
 Live Online - 1 session $300
ITS-2093
  • Thu Oct 24, 1:00 pm to 4:00 pm
 Live Online - 1 session $300

In today's fast-paced world, mastering digital tools that streamline workflow and enhance productivity is essential. This workshop is specifically designed for beginners eager to harness the power of Smartsheet and its AI capabilities.

Program Description

This immersive workshop allows participants to dive into the world of Smartsheet, guided by AI-enhanced learning techniques. 

Unlock the potential of artificial intelligence (AI) within your Smartsheet environment to drive meaningful and responsible change. This course is designed to guide you through the practical use of AI tools in Smartsheet, enhancing your data analysis, automating tasks, and improving decision-making processes. Dive into AI's capabilities for project management and learn how to implement these advanced features responsibly and effectively.

Learning Objectives
  • Identify the basic features and functions of Smartsheet.
  • Understand the integration of AI technologies in Smartsheet and their implications for your data.
  • Explore key AI features such as formula generation, text and summary creation, and data analysis.
  • Best practices on how to apply AI-generated content responsibly, ensuring accuracy and appropriateness. 
  • Demonstrate setting up a simple project in Smartsheet using AI tools.
  • Develop a plan to integrate Smartsheet's AI features into daily operations.
Topic Outline

1. Introduction to Smartsheet and AI Integration

  • Overview of Smartsheet: Key features and benefits
  • Introduction to AI-enhanced capabilities in Smartsheet

2. Navigating the Smartsheet AI tool

  • Analyzing data: Using AI to create real-time charts and actionable insights
  • Generating formulas: How to automate and tailor data computations
  • Creating texts and summaries: Enhancing cell content with AI-generated text

3. Fundamentals of ChatGPT and AI Tools

  • Understanding ChatGPT and Its Capabilities
  • Overview of Other AI Tools and Technologies
  • Integration of AI Tools into Traditional Project Management Frameworks

4. Enhancing Project Productivity with AI

  • AI in Project Planning and Scheduling
  • Predictive Analysis for Budgeting and Resource Allocation
  • Cost Tracking and Reporting with AI Tools

Who Should Attend:
This course is perfect for project managers, data analysts, and any Smartsheet user looking to enhance their workflow with AI capabilities. Prior experience with Smartsheet is recommended but not required.

Prerequisites

A basic understanding of project management processes. No prior experience in coding or AI is required.

Don Cameron

Don is the Instructional Design lead in Technology Training, and has been at Stanford since 1998. He teaches collaboration and communication classes, along with courses on Google Apps, Smartsheet, and survey design.

John Keppler

Dr. John Keppler currently leads the Technology Training program at Stanford University. He has over 25 years of corporate training and higher education experience.

Credits
  • 3 Professional Development Units (PDU)
  • 0.3 Continuing Education Units
  • 3 Professional Development Hours 
  • Stanford Technology Training Program Certificate of Completion Awarded

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.