Copilot & Smartsheet Integration for Project Insights

Teams that manage many projects often struggle to track progress, assignments, and risks. Smartsheet helps organize these projects, but reviewing all that data takes time. Users must sort through multiple sheets and dashboards to get answers. Now, with the Microsoft Copilot & Smartsheet integration, teams can access project data more easily through AI. 

This integration allows users ask natural-language questions like, “What is the status of our active projects?” or “Which tasks are overdue?” without needing to open or search Smartsheet directly. 

OneTeg powers this integration by moving project data from Smartsheet into Microsoft Copilot. This process allows AI to answer user questions right away. 

What Is Microsoft Copilot? 

Microsoft Copilot is an AI assistant that helps users get more out of the Microsoft 365 suite. It integrates with Microsoft tools including Teams, Word, Outlook, and Excel. Copilot can summarize content, answer questions, and provide quick suggestions based on your data. 

By integrating with business systems, Copilot becomes a real-time guide. It uses current information to respond to prompts, helping teams save time and make faster decisions. 

What Is Smartsheet? 

Smartsheet is a project and work management platform used by teams to plan, track, and automate work. It supports complex workflows and helps teams keep up with tasks, timelines, and team member assignments. Project managers use Smartsheet to view project status, assign responsibilities, and manage timelines in one central place. 

Smartsheet helps manage many projects easily. The platform is flexible and supports a wide range of industries, from marketing to construction. However, finding data can still take time if users search manually. 

How the Microsoft Copilot & Smartsheet Integration Works 

The Microsoft Copilot & Smartsheet integration, powered by OneTeg, helps users find fast answers from project data. This means they do not have to search through Smartsheet. Here’s how the connection works: 

• First, teams continue to manage their projects in Smartsheet as usual. 

• Next, OneTeg transfers project data from Smartsheet into Microsoft Copilot on a regular schedule. 

• Once the data is available in Copilot, users can ask direct questions using natural language. 

• Copilot responds based on the most recent project data, helping users make quick decisions. 

This integration supports common questions like: 

• Who is assigned to this project? 

• Which projects are falling behind? 

• What is the current status of each portfolio? 

• Are there team members without active assignments? 

By enabling these queries through Copilot, teams reduce time navigating dashboards and reports. This also gives leadership quick insights without extra training or system access. 

Get Clear Answers Without the Extra Work

The Microsoft Copilot & Smartsheet integration simplifies how users access project insights. Instead of searching through rows of data, they can ask questions and get direct answers. This supports better planning, faster response times, and fewer delays. 

OneTeg makes this possible by handling the data flow in the background. Users never need to export files or write custom queries. They simply ask, and Copilot answers. 

To see how this integration improves project visibility, book a OneTeg demo today.