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. 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.
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.
One signup covers all five sessions. Register once for the whole series, come for one, stay for all.
Register for the series-
Session 1 . Start here
Available nowGetting 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.
Tue, Jul 15
-
Session 2 . Hands-on
Up nextFrom messy sheet to trusted output
The hands-on one, live on real sheets: interrogate a sheet, transform data safely, run cross-system queries, and review what it costs to run, plus the habits that make adoption stick.
Wed, Jul 22 . 12 PM ET
-
Session 3 . Reliability
UpcomingMaking it consistent and trustworthy
Where it goes wrong, and the design choices experts make so you get the same dependable result every time, the kind that holds up when a leader is reading it.
Tue, Jul 29
-
Session 4 . Governance
UpcomingKeeping it safe as the team grows
Doing it at scale: a governed, weekly workflow on live data, with data governance and who-sees-what respected so wider rollout never quietly exposes sensitive data.
Tue, Aug 5
-
Session 5 . Across your systems
UpcomingBring every system together, then let it run
Running it unattended: pull data in from the apps your team relies on, roll it up across many sheets, and set scheduled workflows that do the status work before you've had coffee.
Tue, Aug 12
Ready to join? One registration gets you every live session, plus the recordings if you miss one.
Register for the seriesWhy 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.
Not ready for five sessions?
Check your AI readiness in about two minutes.
Score your data foundation, guardrails, and ability to scale, then see the hours a governed AI workflow could reclaim. You'll get a clear next step at the end.
Take the 2-minute checkSave 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
One registration covers every session. Session 1 is available to watch now.
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.