Connect Copilot to Smartsheet for project and task management
[Web]
Microsoft Copilot (Microsoft 365) can now connect to Smartsheet so users can work with collaborative projects and tasks through a Copilot connector.
Details:
What changed:
A new Copilot connector allows Microsoft 365 Copilot to access project and task information stored in Smartsheet.
Why:
Many teams manage collaborative projects in Smartsheet and want Copilot to reference that information without switching tools.
Try this:
Configure the Smartsheet Copilot connector for your organization.
Ask Copilot to find, summarize, or reference projects and tasks stored in Smartsheet.
Why this matters:
Business impact:
Enables teams to work with Smartsheet project data directly in Copilot workflows, improving visibility and coordination.
Personal impact:
Helps individuals understand project status and tasks more quickly using Copilot.
Additional resources:
Learn:
Smartsheet Sheet Microsoft 365 Copilot connector overview