Smartsheet is a collaborative workspace platform that enables teams to manage projects and tasks effectively. By integrating with Relevance AI, you can elevate your project management capabilities with advanced automation and AI-driven insights.
Smartsheet provides a robust platform for project management and collaboration. With Relevance AI, you can automate complex workflows and leverage intelligent AI Agents to optimize your project tracking and data management.
Workflow Orchestration
The AI agent seamlessly coordinates and optimizes complex project workflows across teams and departments in Smartsheet.
Real-time Insight Generation
The agent continuously analyzes Smartsheet data to deliver actionable insights and recommendations for process improvement.
Cross-functional Data Synthesis
Complex data from multiple sheets is automatically analyzed and consolidated into meaningful business intelligence.
Relevance AI seamlessly integrates with Smartsheet to enhance your collaborative workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Smartsheet account
- A Relevance AI account with access to the workspace and projects you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless interaction between Smartsheet's collaborative workspace platform and Relevance AI's workflow automation capabilities. With secure OAuth authentication, it ensures that only authorized workflows can access your Smartsheet data. Relevance AI handles API operations (like creating, updating, and managing sheets) in the background—so you don’t have to worry about errors, formatting, or limits.
Key benefits include automated sheet creation from templates, dynamic row management, and streamlined API authentication, allowing you to leverage powerful automation features without hassle.
Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary. For instance, you can easily create a new sheet from a template, add rows, or update existing rows with just a few lines of code.
For additional support or questions, please contact Relevance AI support or consult the Smartsheet developer community.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Smartsheet + Relevance AI integration without writing code:
- Start with a well-structured Smartsheet: Use clear sheet names and consistent column types to ensure smooth data management.
- Utilize templates: Leverage Smartsheet templates for quick sheet creation, making it easier to standardize projects.
- Authenticate carefully: Ensure you use the correct OAuth credentials and permissions for seamless integration.
- Test your API calls: Validate your API requests with test data to catch errors before applying changes to live sheets.
- Monitor API usage: Be aware of rate limits and implement strategies like exponential backoff to manage API calls effectively.
