Smartsheet Platinum Partner and Claude Experts
You already own the information. Now you can put it to work.
The information you need already exists. It's just scattered across your sheets and the other systems your team works in. Pulling it together and making sense of it used to take hours of digging. This five-part live series shows your team how to bring that data together and turn it into decisions you can act on, anchored in the Smartsheet workspace you already run, powered by Claude. Both sides of the stack, one team.
This isn't another intro-to-AI webinar. It's built for teams who already run on Smartsheet and want to do something real with the data they already have.
The series
Five sessions, in order. Fundamentals first, then deeper each week.
Everyone starts at Session 1, so no one's left behind. Each live session builds on the last and ends with prompts you can use the same day.
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Session 1 . Start here
Getting Started with Claude
What Claude is, how it connects to Smartsheet and the other systems your data lives in (CRM, finance, HR), and what genuinely good output looks like. The grounding every session builds on.
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Session 2 . Hands-on
From messy sheet to trusted output
Live demos: interrogate a sheet, then write back to it safely, plus what it costs to run and the habits that make adoption stick.
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Session 3 . Reliability
Making it consistent and trustworthy
How to get the same dependable result every time, handling data consistency so the output holds up when a leader is reading it.
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Session 4 . Governance
Keeping it safe as the team grows
Respecting data governance and who-sees-what, so wider rollout never quietly exposes sensitive data to the wrong people.
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Session 5 . Across your systems
Bring every system together, then let it run
Pull data in from the external apps your team relies on (CRM, finance, HR), roll it up across many sheets, and set unattended, scheduled workflows that do the status work before you've had coffee.
Why this team
Most people have one half. We work both at once.
The Smartsheet side
Platinum Solution Partner. We build the foundation:
- Sheets, reports, and dashboards structured for real work
- Automations and workspaces your team runs on every day
- A clean, connected data layer worth building on
The Claude side
Claude implementation experts. We build the intelligence on top:
- Workflows that pull data together across your systems (CRM, ERP, HR)
- Governed, scheduled automations that run unattended
- Reliability built in: every AI claim traceable to the rows behind it
- Custom Claude integrations into the tools you already run
Claude access is everywhere now. What's scarce is knowing which workflow to point it at, and how to make it trustworthy. That judgment is what this series teaches, and what we bring to client work.
Good. It's a strong native starting point for asking questions inside a sheet. We pick up where it leaves off: pulling data together from the other systems you run on, and building governed workflows you can trust to run on their own. Same goal, bigger job.
Save your seat
Come for one. Stay for all five.
- Leave Session 2 having run Claude on your own sheet, with the exact prompt to reuse
- Led by a Smartsheet Platinum Partner who works in Claude every day
- Reliability and governance covered, not glossed over
- One signup covers all five. Miss one live and we send the recording
Register for the series
One signup covers all five live sessions, with recordings if you miss one. We'll send joining details and a reminder before each session.
- Five live sessions, fundamentals through automation
- Free to attend, and one signup covers them all
- Miss one live and we send you the recording
Opens our Zoom webinar registration. First up is Session 1, Getting Started.
Not ready for five sessions?
See where your team actually stands in about two minutes. Our AI-readiness check scores your data, guardrails, and scale, and estimates the hours you could reclaim. You'll get a clear next step at the end.
Get started
Ready to get started?
Schedule a free Smartsheet health check and let's explore how we can tailor Smartsheet to meet your unique business needs.