Smartsheet integration with AI agents
Smartsheet is a spreadsheet-style work management platform with projects, schedules, forms, dashboards and automations. It is used by PMOs, operations and project teams in larger companies. The agent uses the public Smartsheet API, with a token from the company account, to read and update rows, comments and attachments in the sheets you open up to it.
What AI agents do with Smartsheet
Portfolio status report
Every week the agent reads the schedules in Smartsheet and writes the status of each project with milestones, delays and risks. The PMO reviews it and sends it to leadership.
Updates from chat
The owner tells the agent in Teams that a deliverable is done, and the agent updates the row, the percent complete and the actual date in Smartsheet. Nobody needs to open the sheet.
Chasing late tasks
Rows with an overdue date and no update trigger a message to the owner and, after the agreed deadline, to the project manager.
Scope change requests
Change requests enter a Pipe with an impact analysis and sponsor approval. The agent records the decision in the project sheet.
Connect Smartsheet once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Smartsheet, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Smartsheet and what it cost, all on record.
Ready-made AI teams for this work
Management reporting team
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Procurement and quotes team
Requests go out to suppliers, quotes come back into one table, and the approver sees price, terms and past orders before saying yes.
Logistics and deliveries team
Routes, drivers and delivery status in one place, with customers told about delays before they have to ask.
Often used together with Smartsheet
Questions about Smartsheet and AI agents
Does iTeam integrate with Smartsheet?
Yes, through the public Smartsheet API, using an access token or an authorized app in the company account.
Can the agent see every sheet in the account?
No. Only the sheets shared with the connected user, and you decide which ones enter the agent's workflow.
Can the agent's changes be reverted?
Yes. The Smartsheet cell history shows every change, and the iTeam audit trail records the reason.
