Sherlox.AI: Project Management With AI at the Core
Sherlox is a collaborative work and project management platform where AI works across all your projects, data, and schedules at once. Ask which projects are at risk, let it recalculate a schedule when a dependency moves, or connect to the MCP server. We help teams set it up, migrate from existing platforms, and build the workflows around it.
Disclosure: Smart Workflow Guru has an ownership stake in Sherlox.AI. We recommend it where it fits, and We’ll tell you when it doesn’t.
When Sherlox Fits
Sherlox isn’t for every organization, but it is perfect for most. That’s because just about every organization and team has outgrown one-sheet-at-a-time thinking.
Too Many Projects to Track
You can’t find or organize all your project data. Sherlox shows status across every project without hand-built rollups.
Schedules That Won’t Stay Put
One date slips and you spend an afternoon fixing everything downstream. Sherlox recalculates dates through the dependency chain for you.
AI That Sees Only Part of the Picture
Disjointed AI tools answer questions one silo at a time. In Sherlox, the native AI works across projects, data tables, and documents together.
What I’ve Built With It
Real builds, not feature tours. These are working environments I’ve built in Sherlox, with full write-ups coming to the Solutions library.
Construction Portfolio
A multi-project dashboard tracking task status, budget, subcontractor locations, and insurance expiration risk, with AI flagging trouble before it lands.
Real Estate Deal Tracker
Listings, agents, and transactions connected seamlessly, plus an executive dashboard for the whole brokerage.
Plan Imports
Existing project plans from Smartsheet and Excel brought across with WBS hierarchy, durations, and predecessors intact.
Currently on an Existing Platform?
I’ve spent years building in Smartsheet, Appsheet, and Appenate and still support organizations on these legacy platforms. If you’re weighing a move, book a call and I’ll give you a straight answer on whether switching makes sense for your setup, and what a migration would actually involve.
Common Questions
What is Sherlox.AI?
A collaborative work and project management platform built around AI, with project scheduling, document management, linked data tables, dashboards, and an AI assistant that works across all of it.
Do you have a financial interest in Sherlox?
Yes. Smart Workflow Guru has an ownership stake in Sherlox.AI. That’s why I’m upfront about where it fits and where it doesn’t.
Can I bring my existing projects into Sherlox?
Yes. Task hierarchy, durations, and predecessors can come across intact. I handle imports as part of implementation.
How does implementation work?
Book a free 30-minute consult. We’ll review your setup, confirm Sherlox fits, and walk through what implementation looks like for your environment.
Not Sure Which Platform Fits?
Book a free 30-minute call. We’ll look at how your team works today, and I’ll tell you honestly whether Sherlox, Smartsheet, or a mix of both is right.