Learn Track: Streamlining Planning With Workfront AI: From Spreadsheets to Smart Workspaces
Workfront Planning’s new AI Agent unlocks a faster, more intuitive way for teams to turn scattered planning documents into structured, actionable workspaces.
This session will demonstrate how anyone from admins and power users to project and resource managers can use AI to transform existing Excel files, Smartsheets, Word documents, and other business artifacts into organized plans that accelerate alignment and execution. We’ll walk through real examples from event, campaign, and product planning to show how the AI Agent interprets inputs, recommends structure, and auto‑generates taxonomies and values. The session will also highlight how Workfront Planning connects with Workfront Workflow to report on the Planning Workspace.
Key Takeaways
- Learn how the Workfront Planning AI Agent turns documents into structured plans
- Discover how AI interprets inputs and auto‑generates taxonomies and values
- Understand how Planning connects to Workfront Workflow for reporting and execution
At a glance
Series: The Skill Exchange
Role: User