Smartsheet

Read and write Smartsheet sheets, rows, reports, and dashboards from any myai canvas, function, or chat.

Project & Work ManagementAvailable now

Smartsheet is the work-management platform a lot of enterprise services, construction, and project-heavy organizations standardize on — particularly where the spreadsheet model fits the work and Excel's collaboration story doesn't. The integration treats Smartsheet as a live data source for chats, canvases, and functions: sheets, rows, cells, reports, dashboards, attachments, and the webhook surface that powers Smartsheet's own automations.

What you can do

  • Pull sheet state into a chat — "show me all rows in the project tracker that are red this week" returns a structured table from the matching sheet.
  • Row and cell writes — automations can update cells, create rows, move rows between sheets when conditions fire elsewhere.
  • Report execution — Smartsheet reports (cross-sheet rollups) reachable as structured data, the way the report's author intended.
  • Dashboard access — for the workflows that need the dashboard view, not just the underlying sheet data.
  • Attachment handling — files attached to rows accessible from functions for downstream processing.
  • Webhook triggers — sheet changes can kick off downstream automation without polling.

How to connect

Smartsheet API access token sent as Authorization: Bearer {api_key}. Generate personal tokens at Account → Personal Settings → API Access. OAuth 2.0 also supported for multi-user apps that need delegated access.

Connect Smartsheet in myai

Common use cases

  • Cross-sheet reporting — function reads multiple project sheets, joins them into a single executive canvas for the leadership view.
  • Status-rollup automation — Smartsheet sheet changes drive downstream actions in Slack, email, or CRM.
  • Attachment-processing pipeline — function watches a sheet, extracts data from newly attached PDFs, writes results back to row cells.

Reference

  • Connection model: Smartsheet API access token (Bearer) or OAuth 2.0
  • API base: api.smartsheet.com/2.0
  • Scope: ~150 operations across sheets, rows, cells, columns, reports, dashboards, workspaces, attachments, webhooks, automations