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 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
