1
Find and inventory work
Search, review, and export sheets, reports, dashboards, workspaces, owners, sharing, and structure.
Workflows
Start with the Smartsheet task you need to finish.
CrystalSlate turns repetitive work into guided steps with discovery, previews, clear confirmations, and activity records.
Choose a workflow
Each workflow routes to the appropriate CrystalSlate tool and respects the permissions of the connected Smartsheet account.
2
Standardize sheets and templates
Repeat column, row, formatting, filter, and structure work across selected sheets.
3
Prepare controlled bulk changes
Review a preview, confirm the intended scope, and apply supported changes without a one-off script.
4
Clean up group membership
Review membership and apply approved changes when the connected Smartsheet role permits them.
5
Prepare user offboarding
Review ownership and membership dependencies before an authorized lifecycle action.
6
Maintain formulas and references
Find repeated formulas, filters, cell links, and cross-sheet references that need consistent treatment.
7
Review activity evidence
System Admins can review supported CrystalSlate actions, approvals, outcomes, and affected assets in one organization-level record.
Useful across the Smartsheet team
The available workflow depends on the connected account’s Smartsheet permissions, not a one-size-fits-all administrator identity.
Smartsheet users
Find sheets, export metadata, and clean up work you own or can access.
Power users
Handle repeated cleanup, bulk review, references, filters, and consistency checks.
Project owners
Review assets, coordinate repeatable cleanup, and retain handoff records.
Team leads
Coordinate user review, group cleanup, offboarding, and process quality.
Admins
Use role-aware Users, Groups, Assets, and Activity areas.
Safe workflow
Review first. Confirm changes. Keep an activity trail.
CrystalSlate is built for careful Smartsheet work. Read-only discovery and previews help you understand scope before you decide whether a write action is appropriate.
- Start with read-only inventory, review, and export workflows.
- Use typed confirmations for high-impact approved changes.
- Use Activity records to support handoffs and review.
Designed for guided work
Task-first entry points, clear review states, and records for approved actions.
Try CrystalSlate with a safe Smartsheet workflow.
Start with seven days of read-only Assets review, then activate the paid workflows your Smartsheet role can use.