Feature Requests

I wanted to share a product enhancement idea that could significantly accelerate solution building in SmartSuite, especially while your team continues developing AI-powered solution creation. The Concept: Schema-First Solution Building What if SmartSuite allowed users to define solutions through structured text/code (similar to YAML or JSON), which could then be imported to automatically generate the complete SmartSuite solution? Real-World Parallel: Home Assistant The Home Assistant ecosystem provides an excellent model for this approach. Users can define automations in two ways: Visual UI Builder - Point-and-click interface (like SmartSuite's current approach) YAML Code - Structured text that gets imported and rendered as the visual interface Here's a simple Home Assistant automation example: ```yaml automation: - alias: "Evening Lights" trigger: - platform: sun event: sunset offset: "-01:00:00" condition: - condition: time after: "16:00:00" before: "23:00:00" action: - service: light.turn_on target: entity_id: group.living _room Many users find it faster to write/copy/modify YAML code than to click through multiple UI screens, especially for similar automations or complex logic. How This Could Work in SmartSuite **For Solution Building:** ```yaml smartsuite_solution: name: "Project Management System" tables: - name: "Projects" fields: - name: "Project Name" type: "text" required: true - name: "Status" type: "single_select" options: ["Planning", "Active", "Complete"] - name: "Tasks" type: "linked_record" link_to: "Tasks" - name: "Tasks" fields: - name: "Task Name" type: "text" - name: "Assignee" type: "member" - name: "Project" type: "linked_record" link_to: "Projects" For Automations: ```yaml smartsuite_automation: name: "Task Assignment Notification" trigger: field_change: "Tasks.Assignee" action: send_email: to: "{{ trigger.field.new _value}}" subject: "New task assigned: {{Tasks.Task Name}}" ``` Key Benefits Speed - Experienced users can build solutions much faster through code Reusability - Easy to copy, modify, and share solution templates Version Control - Text-based schemas work well with Git and other versioning systems Documentation - Schema serves as living documentation of the solution structure AI Integration - AI could generate, validate, or suggest improvements to schemas Bulk Operations - Easy to make widespread changes across multiple tables/fields Implementation Approach Phase 1: Schema Import Define a SmartSuite schema format (YAML or JSON) Build an import function that creates solutions from schema files Support core elements: tables, fields, relationships, basic automations Phase 2: Bi-directional Sync Allow exporting existing solutions as schema files Enable round-trip editing (schema → UI → schema) Phase 3: AI Enhancement AI-powered schema generation from natural language descriptions Schema validation and optimization suggestions Template library with AI-categorized schema examples Why This Makes Sense Now While you're developing comprehensive AI solution building, this feature could: Provide immediate value to power users Serve as a foundation for AI-generated solutions Create a structured format that AI can work with more effectively Appeal to technical users who prefer code-based workflows The Home Assistant community loves having both options available - many start with the UI to understand the structure, then switch to YAML for speed and flexibility. Would love to discuss this further if it aligns with your roadmap.

I would like to use AI in SmartDocs to autogenerate content based on records in 'Rincian Keluhan' as part of an automation workflow. Currently, I can only do this manually within SmartDocs. It would be very helpful if I could invoke the AI feature directly within the automation page to streamline the process.

There should be a pre-built MCP server so AI tools (ChatGPT, Claude, etc) can more natively access and edit SmartSuite data. Here is an MCP server for Airtable: https://github.com/domdomegg/airtable-mcp-server

Please give us a way to turn off the spacebar shortcut for AI in SmartDoc fields. The Document Designer does not recognize bulleted/numbered formatted SmartDoc lists, so in order to generate PDFs with numbered lists I have to manually enter list numbers in the Smartdoc field. Easy enough, except using the spacebar to indent items and defeat auto-numbering opens the AI menu. I spend way too much time entering a dummy character at the beginning of a line, entering the spaces and numbering I want, and deleting the dummy character to get the Document Designer output I need. The / menu is perfectly fine for the rare times I want to use AI and I would not miss the spacebar shortcut at all.

It would be great if we could configure SmartSuite AI to use GPT-4 instead of the default 3.5. This would allow us to leverage the latest and greatest that OpenAI has to offer.

I am trying to find your AI assistant to create a new template from scratch. It should be under 'Add New Solution' but I don't see it as a choice. It would be great if this feature could be enabled for easier template creation.

Not sure if possible, but would be awesome if you could have an Automation Action use AI to analize data in table then input results in field. Example - In my table I have the following fields: Person (Linked Record) Event (Linked Record) Date Start Time End Time Attendees (Linked Record) I want Automation Action to tell AI to to give me all the people attending an event that have the same Event, Date, Start Time, End Time and input the results into Attendees field.

Dear SmartSuite Support Team, I hope this message finds you well. I am writing to propose a new feature for SmartSuite that I believe would significantly enhance its capabilities and deliver substantial value to your users, including myself. Feature Description: I would like to request the development of an AI-powered feature that can recognize patterns in data based on user-defined criteria and extract actionable insights. This tool should be able to analyze various data sets such as sales performance, customer interactions, and operational efficiency. Criteria Specification: The AI should allow users to set specific parameters and criteria for what data to analyze. For example, users could specify: Date ranges Data sources (e.g., sales transactions, customer feedback) Key performance indicators (e.g., conversion rates, engagement levels) Desired Capabilities: Pattern Recognition: The AI should identify trends and anomalies in the data, highlighting these findings in an intuitive dashboard. Insight Generation: Based on the identified patterns, the AI should offer concise, actionable insights and recommendations. Custom Reports: Users should be able to generate custom reports based on the AI’s analysis, which can be scheduled or triggered by specific events. Business Impact: This feature would streamline the decision-making process by providing quick and accurate insights into critical business areas. It would not only save time but also enhance the strategic capabilities of users by allowing them to identify and react to trends more swiftly. Integration into Workflow: Ideally, this feature would integrate seamlessly with the existing SmartSuite tools, enhancing the current analytics and reporting features without disrupting user experience. We believe that this addition will make SmartSuite an even more indispensable tool for businesses looking to leverage data for competitive advantage. Thank you for considering this request. I am eager to discuss this further and explore how this feature could be developed to meet the needs of SmartSuite users. Written by AI

When you type your AI prompt, it would be nice to see a tiny button appear next to the prompt, enabling the user to generate the desired AI result. Currently, you have to press "Enter" on your keyboard to do this. A small but valuable UI Improvement. Jon will recall why I am requesting this.