$7.99 per user
Billed monthly for each distinct authorized person assigned a CrystalSlate seat.
Workflow simplification for Smartsheet
Simplify repetitive Smartsheet work.
Find what needs attention, preview a guided workflow, and repeat cleanup or standardization tasks without building another one-off process. CrystalSlate only shows workflows your Smartsheet role can use.
Read-only review comes first
Typed confirmation for risky writes
Clear records for supported actions
One workspace for repeatable Smartsheet work
Choose a task, review its scope, and move into the right tool.
Trial and pricing
Seven days read-only. One price per authorized user after that.
Start without a card using Assets inventory, search, Cell History, Bulk Export, and Settings. Paid activation adds the Users, Groups, Assets, and Activity workflows your connected Smartsheet role permits.
$79.99 per user
Billed upfront and saves $15.89 per person compared with twelve monthly payments.
Buying for a larger team?
Self-serve pricing stays uniform. Any larger-team arrangement is individually quoted and sales-assisted.
See complete pricing and seat examplesChoose a Smartsheet workflow
Find and inventory work
Search sheets, reports, dashboards, and workspaces, then export a useful inventory.
Repeat cleanup safely
Preview bulk updates, sheet standardization, membership cleanup, and lifecycle work before applying changes.
Verify the result
Keep clear records of supported actions, approvals, affected assets, and handoffs.
How it works
Start with the job in front of you. CrystalSlate guides you to the appropriate tool and preserves the review steps that matter.
1
Choose a task
Start with inventory, standardization, bulk cleanup, membership, offboarding, references, or activity review.
2
Review the scope
Connect Smartsheet and use read-only discovery or a preview to understand the affected work.
3
Run and verify
Use approved write workflows with explicit confirmations, then review the resulting activity record.
Who it helps
For anyone responsible for keeping Smartsheet work moving.
CrystalSlate is not a replacement for Smartsheet. It is a focused companion for recurring tasks that become slow, inconsistent, or risky when repeated by hand.
- Everyday users who need to find, export, and clean up sheets they manage.
- Power users and project owners who need safer bulk work across many sheets.
- Admins and team leads reviewing users, groups, assets, and activity evidence.
Inventory
Find, search, organize, and export the Smartsheet work you can access.
Standardize
Repeat structure, formatting, formula, filter, row, and column work.
Coordinate
Review users and groups or prepare lifecycle work when your role permits it.
Verify
Review records for supported actions and operational handoffs.
Guided workflows
Build a repeatable process instead of another workaround
CrystalSlate turns recurring cleanup, template updates, membership reviews, structure checks, and controlled bulk edits into workflows your team can understand and repeat.
Bulk operation previews
Review planned changes across selected assets before they become write actions.
Approval and confirmation steps
High-impact workflows use clear review points and typed confirmation before risky writes.
Template maintenance
Check structures, standardize rows or columns, and prepare repeatable template updates.
Activity record
Formula replacement preview
- Initiated by
- Workspace admin
- Assets affected
- 42 formula matches
- Confirmation
- Typed approval required
- Status
- Preview only
Records
Know what changed
Every consequential workflow needs evidence. CrystalSlate is designed to make it easier to review what changed, when it changed, who initiated it, and which assets were affected.
- Operation logs, asset snapshots, and confirmation records.
- Before and after summaries for cleanup and template work.
- Exportable reports and cleanup history for accountable review.
Security
Built for careful teams
CrystalSlate is designed around role-aware access, clear review steps, and explicit confirmation before consequential write actions.
Secure account and token-mode connection
Read-only first
Least-privilege mindset
No Smartsheet password storage
Typed confirmations
Activity logging
Explicit write approval
Role-tailored workflow access
Ready to simplify repetitive Smartsheet work?
Start with a seven-day, no-card read-only Assets trial, or review pricing and resources before you begin.