Get help

Help center

Guides and answers

Contact support

Write to our team

Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Finance

Turn manual finance work into reports that update themselves.

What Finance teams automate

  • Track payables and receivables
  • Build cash flow statements
  • Compare budget against actuals

Inventory and manufacturing

See stock levels and automate ordering.

What inventory and manufacturing teams automate

  • Track inventory across multiple sites
  • Connect sales, purchasing, and warehouse data
  • Link a barcode scanner to your sheet

HR

Run recruitment, attendance, and OKR tracking from your sheets.

What HR teams automate

  • Track recruitment and onboarding
  • Record team OKRs and results
  • Track check-ins, check-outs, and leave

Project management

Assign tasks and track hours without manual updates.

What project teams automate

  • Assign tasks and track status changes
  • Estimate effort and log hours worked
  • Track milestones across projects

Sales and CRM

Track leads and sales performance with automated reports.

What sales teams automate

  • Track and convert leads
  • Set sales goals and track team metrics
  • Monitor sales KPIs on dashboards

Education

Automate attendance, grades, and school purchasing.

What schools automate

  • Track attendance and notify parents
  • Record and compare class grades
  • Track inventory lent to students and staff

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Get started

Templates

Ready-made workflows to start from

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Help center

Guides and answers

Contact support

Write to our team

Workflows

Build processes with your team

Automations

Connect files and automate tasks

Sheetgo vs Smartsheet

Run processes in your spreadsheets or in Smartsheet

Both tools help teams run processes with forms, approvals, and dashboards. Smartsheet manages projects and work in its own sheets. Sheetgo Workflows standardizes repeatable processes on the Google Sheets and Excel files your organization already uses. Your data stays in your own storage, where you can prepare it for BI and AI.

SOC 2 (Type II), GDPR, CASA tier 3 Compliant

5 stars

5 MILLION TRUSTING USERS

The short answer

Choose by the work you manage

Both tools have forms, approvals, dashboards, and AI. Smartsheet focuses on project and work management. Sheetgo Workflows helps teams automate repeatable processes that depend on their existing spreadsheets.

Choose Sheetgo if

  • ✓Your team already works in spreadsheets
    Sheetgo Workflows runs on your existing Google Sheets and Excel files, so your team can keep working in them.
  • ✓Your processes depend on shared data
    Consolidate files, route approvals, and keep reports in sync across departments.
  • ✓You produce documents from data
    Generate PDFs and Google Docs and send mail merges from spreadsheet rows.
  • ✓You need governance across the organization
    Enterprise adds SSO and central admin. Sheetgo also operates an accredited European Data Space. Virtual Employees handle tasks in roles such as inventory or finance operations, with a person approving anything consequential.

Choose Smartsheet if

  • ✓You manage projects in a shared platform
    Smartsheet brings project work into its own sheets, with reports and dashboards for your team.
  • ✓You need forms and approval requests
    Every plan includes forms, reports, and dashboards. Approval requests are available as an automation.
  • ✓You need specific compliance or regions
    Smartsheet lists FedRAMP and offers data regions in the US, EU, or Australia.

At a glance

Sheetgo and Smartsheet side by side

Sheetgo

Smartsheet

Best for

Teams standardizing processes on existing spreadsheets

Teams managing projects in Smartsheet

Your existing spreadsheets

The core of the product: processes run on the Google Sheets and Excel files you already use; data stays in your own storage

Imports create new sheets; formulas aren’t preserved

Forms, approvals, dashboards

Forms, approvals, and dashboards in workflows

Forms, approval requests, reports, and dashboards

Documents and email

PDF and Google Docs generation; mail merge

PDFs via Document Builder (Business and up)

AI

Applied to your processes: the AI Processor prepares spreadsheet data; Virtual Employees take on roles with human approval

Applied to work management: AI assistants for work inside Smartsheet

Governance

Enterprise SSO and central admin; no copy of spreadsheet data

SSO on all plans; Enterprise SAML; FedRAMP; US, EU, or AU regions

Pricing model

14-day free trial; Workflows Team is one plan for up to 3 seats

30-day free trial; paid plans priced per member

As of October 2026. See Sheetgo Workflows pricing.

Frequently asked questions

What teams ask before they choose

What is the difference between Sheetgo and Smartsheet?

L
K

Smartsheet is a work management platform where teams manage projects and data in Smartsheet sheets. Sheetgo Workflows adds forms, approvals, dashboards, and automations to the Google Sheets and Excel files your team already uses. Your spreadsheet data stays in your own storage.

Do I have to migrate my spreadsheets to use Sheetgo?

L
K

No. Sheetgo connects to your existing Google Sheets, Excel, and CSV files in Google Drive, OneDrive, SharePoint, and Dropbox. Your files stay where they are, and your team keeps working in them.

Does Sheetgo do project management like Smartsheet?

L
K

The tools take different approaches. Smartsheet manages projects in its own sheets. Sheetgo Workflows connects and consolidates spreadsheet data, routes approvals, and keeps the files your processes depend on up to date. It suits teams that want to standardize work around their existing spreadsheets.

Does Sheetgo have AI agents?

L
K

Yes. Sheetgo Virtual Employees are AI agents with a job description, such as inventory or finance operations. They work in your Google Sheets files and report to your team in Slack or Google Chat. A person approves anything consequential. The AI Processor also cleans, translates, and summarizes data inside your workflows.

Is Sheetgo suitable for large organizations?

L
K

Yes. Enterprise plans for Sheetgo Automations and Sheetgo Workflows add SSO, Google Workspace domain-wide delegation, central admin, and data governance. They also include an SLA and a dedicated account manager. Sheetgo is SOC 2 Type II (audited by BDO), GDPR, and CASA Tier 3 compliant. It doesn’t store copies of your file content. Core infrastructure runs in the United States; you can choose the United States or Europe for AI processing. Teams at Spotify, PepsiCo, and Nvidia use Sheetgo.

Does Sheetgo only work with spreadsheets?

L
K

No. Spreadsheets are Sheetgo’s core, but it also connects to business systems. BigQuery works as both a source and a destination. The API connector pulls data from apps such as Salesforce, HubSpot, and QuickBooks, and webhooks receive data from other apps.

Does Sheetgo only run on a schedule?

L
K

Sheetgo supports schedules and event triggers. Schedules run from every 15 minutes to once a year. On plans with smart triggers, workflows can also run when someone submits a form, another app sends a webhook, another workflow finishes, or a Google Drive file or folder changes (in preview). You can run workflows manually at any time.

Is there a free plan?

L
K

Sheetgo Workflows has no free plan, but you can try it free for 14 days. Sheetgo Automations has a free plan for spreadsheet automations. Smartsheet has no free plan and offers a 30-day free trial.

Try Sheetgo Workflows or book a demo

Start a free trial to build a workflow on your existing spreadsheets, or book a demo to discuss how Workflows and Virtual Employees could support your organization’s processes.