Smartsheet

生產力

Neotask 將 Neotask 推理帶入 Smartsheet--透過對話讀取、寫入並分析您的試算表，無需觸碰試算表 UI。

使用自然語言描述讀取、更新並新增行到任何 Smartsheet 工作表
執行跨工作表摘要、依欄位值篩選並自動顯示有風險的行
按需自動化 Smartsheet 報告生成並與利益相關者共享輸出

您可以做什麼

自然地讀取和寫入工作表數據

請 Neotask 尋找一行、更新一個儲存格或新增一個新條目。Neotask 將您的白話請求轉換為精確的 Smartsheet API 操作--不需要公式知識。

摘要專案和計劃

為您的計劃記錄拉取跨工作表狀態摘要。Neotask 讀取多個工作表並返回整合視圖：完成百分比、標記行與即將到來的里程碑。

即時篩選和分析

詢問狀態為「有風險」、剩餘預算低於 $10,000 或負責人為特定人員的所有行。Smartsheet 數據透過自然對話變得可查詢。

生成並共享報告

告訴 Neotask 從您的專案工作表建立週狀態報告，它會編譯、格式化並準備好分發--或直接將摘要寫入指定的摘要行。

從其他來源自動化行建立

描述新工作項目、客戶請求或進件數據，Neotask 將新增格式正確的行，包含正確的欄位值，包括下拉選單和日期欄位。

試著提問

「顯示『活動追蹤器』工作表中狀態為被阻塞的所有行」
「將『SEO 計劃』行的預算欄更新為 $45,000」
「在『客戶入職』工作表中新增一行：客戶 = Acme Corp，開始日期 = 3月1日，負責人 = Jamie」
「摘要『Q2 專案』工作表中所有行的完成百分比」
「『資源計劃』工作表中哪些行沒有指派負責人？」
「從『工程路線圖』工作表建立週狀態摘要」
「尋找截止日期已過但狀態不是完成的任何行」
「從我將貼上的清單向『Sprint 看板』工作表新增五行新任務」

進階技巧

在給出指令時使用工作表的確切欄位名稱--Neotask 精確匹配欄位標題。
定期詢問「有風險」篩選器：截止日期已過但狀態未完成的行易於顯示，無需手動排序。
在一個請求中結合讀取和寫入：「尋找客戶 X 的行並將狀態更新為已交付」作為單一操作運行。
對於進件工作流程，給 Neotask 一個範本：「以此格式新增包含這些欄位的行」一次，然後為未來條目重複該模式。
當您的摘要工作表是獨立的時，報告生成最為強大--請 Neotask 從源工作表向那裡寫入摘要行。

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Plans

Free

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Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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