Add Smartsheet to your AI agent
Smartsheet is a collaborative work management platform for organizing projects, sheets, reports, dashboards, workflows, and teams.
- Things your agent can do in Smartsheet
- 180
Things your AI can do in Smartsheet
Your FormWise AI can handle any of these in Smartsheet — on its own, without you needing to click a button.
Add Alternate Emails
Add one or more alternate email addresses for a user. Available only to System Admins on Enterprise plans with the feature activated by Support.
Add Attachment Version
Upload a new binary or multipart version of an existing sheet or row file attachment. Files are limited to 30 MB; attachment uploads cost 10 rate-limit units.
Add Cell Image
Upload image bytes to a specific Smartsheet cell using the binary file marker contract.
Add Columns
Inserts one or more columns into a sheet.
Add Favorites
Adds one or more items to the user's Smartsheet favorites.
Add Group
Creates a new organization group. Requires group administrator or system administrator access.
Add Group Members
Adds one or more members to a group asynchronously. Requires group administrator or system administrator access.
Add Report Columns
Add columns to a report.
Add Report Scope
Add source sheets to a report by sheet or parent workspace.
Add Rows
Insert one row or a batch of up to 500 rows, preserving Smartsheet location specifiers for top, bottom, parent, and sibling placement.
Add Summary Field Image
Uploads raw image bytes to a sheet summary field.
Add Summary Fields
Creates one or more summary fields on a sheet.
Show 168 more things it can do
Add User
Add a user to the organization account. Requires a qualifying paid plan and System Admin permission.
Attach To Comment
Attach a file or supported provider URL to a comment. Files are limited to 30 MB; uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.
Attach To Proof
Attaches a file of up to 30 MB to a proof. Uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.
Attach To Row
Attach a file or supported provider URL to a row. Files are limited to 30 MB; uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.
Attach To Sheet
Attach a file or supported provider URL to a sheet. Files are limited to 30 MB; uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.
Check Favorite
Checks whether a specific Smartsheet item is a favorite.
Copy Dashboard
Creates a copy of a specified Smartsheet dashboard.
Copy Folder
Copies a Smartsheet folder. Cell history is not copied.
Copy Rows To Another Sheet
Copy selected rows to the bottom of another Smartsheet sheet.
Copy Sheet
Creates a copy of the specified sheet.
Copy Workspace
Copies a Smartsheet workspace. Cell history is not copied.
Create Cross Sheet References
Creates a cross-sheet reference and defines its source range.
Create Discussion Comment
Adds a comment to a discussion using JSON or multipart upload.
Create Folder In Folder
Creates a new folder inside an existing Smartsheet folder.
Create Folder In Workspace
Creates a new folder at the top level of a Smartsheet workspace.
Create Proof
Creates a proof on a row from an application/octet-stream file upload.
Create Proof Discussion
Creates a discussion on a proof using exactly application/json or multipart/form-data.
Create Proof Request
Creates and sends a proof request. Sending the request is an irreversible external effect.
Create Proof Version
Creates a proof version from a binary file upload.
Create Report
Create a report from a scope, columns, definition, and destination.
Create Row Discussion
Creates a discussion on a row using JSON or multipart upload.
Create Sheet Discussion
Creates a discussion on a sheet using JSON or multipart upload.
Create Sheet In Folder
Creates a sheet from scratch or from the specified template in the specified folder.
Create Sheet In Workspace
Creates a sheet from scratch or from the specified template at the top-level of the specified workspace.
Create Update Request
Creates an update request and sends or schedules its email notification. This has an irreversible external effect.
Create Webhook
Creates an inactive webhook owned by the connected API-token user. Requires a personal API access token; activate it later with Update Webhook.
Create Workspace
Creates a new Smartsheet workspace.
Deactivate User
Deactivate a user in the current plan, blocking all Smartsheet use without changing existing item permissions. Requires System Admin permission, is unavailable for Smartsheet Gov, and cannot deactivate externally managed or common-ISP-domain users.
Delete Alternate Email
Delete an alternate email. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.
Delete Asset Share
Deletes a share for a Smartsheet asset.
Delete Attachment
Delete an attachment from a Smartsheet sheet.
Delete Attachment Versions
Delete every version of an attachment, effectively removing a multi-version attachment from its parent object.
Delete Automation Rule
Deletes an automation rule from a sheet.
Delete Column
Deletes a column from a sheet.
Delete Comment
Deletes the specified comment.
Delete Dashboard
Deletes a specified Smartsheet dashboard.
Delete Discussion
Deletes the specified discussion.
Delete Favorite
Removes one item from the user's Smartsheet favorites.
Delete Folder
Deletes a Smartsheet folder.
Delete Group
Deletes a group asynchronously. Members may briefly retain sharing access after the call returns.
Delete Group Members
Removes a member from a group asynchronously. Requires group administrator or system administrator access.
Delete Multiple Favorites
Removes multiple favorites of one type.
Delete Proof
Deletes an original proof and all its versions.
Delete Proof Requests
Deletes all requests in a proof.
Delete Proof Version
Deletes the current proof version identified by proof ID.
Delete Report
Delete a report by ID.
Delete Report Column
Delete a column from a report.
Delete Rows
Delete one or more rows from a Smartsheet sheet.
Delete Sent Update Request
Deletes a sent update request only while it is pending; completed requests cannot be deleted.
Delete Sheet
Deletes the sheet specified in the URL.
Delete Summary Fields
Deletes one or more summary fields from a sheet.
Delete Update Request
Terminates future scheduled delivery of an update request.
Delete Webhook
Permanently deletes a webhook owned by the connected API-token user. Requires a personal API access token; disable temporarily with Update Webhook instead.
Delete Workspace
Permanently deletes a Smartsheet workspace.
Downgrade User
Irreversibly downgrade a user's seat in a specified plan. GUEST is valid only for external users. Requires System Admin permission.
Edit Comment
Updates comment text. Only the user who created a comment may update it.
Get Alternate Email
Get one alternate email. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.
Get Asset Share
Retrieves a specific share for a Smartsheet asset.
Get Attachment
Fetch attachment metadata and, for files, a temporary download URL and its lifetime.
Get Automation Rule
Returns an automation rule, including its action values.
Get Column
Gets the definition of a sheet column.
Get Comment
Gets the comment specified by comment ID.
Get Contact
Get a specified Smartsheet contact by contact ID.
Get Cross Sheet Reference
Gets a cross-sheet reference by ID.
Get Current User
Get the connected Smartsheet user's profile. OAuth permits this identity operation without a dedicated scope.
Get Dashboard
Gets a specified Smartsheet dashboard and its widgets.
Get Dashboard Path
Gets the hierarchical folder and workspace path of a dashboard.
Get Dashboard Publish Status
Gets the publish settings for a Smartsheet dashboard.
Get Discussion
Gets the discussion specified by discussion ID.
Get Folder Metadata
Gets the metadata of a Smartsheet folder.
Get Folder Path
Gets the hierarchical path of a folder within its workspace.
Get Group
Gets a group and its members.
Get Image URLs
Generate temporary read URLs for specified Smartsheet cell images. The returned URLs expire after the reported lifetime.
Get Proof
Gets a proof, optionally including attachments or discussions.
Get Report
Get one report as a paged JSON object or an offloaded Excel or CSV file.
Get Report Column
Get one report column by its virtual ID.
Get Report Definition
Get a report's filters, grouping, summarizing, and sorting definition.
Get Report Path
Get the report's hierarchical folder and workspace path.
Get Report Publish Status
Get a report's publishing settings.
Get Row
Get a Smartsheet row by sheet and row ID, with optional related row data.
Get Sent Update Request
Gets the specified sent update request on the sheet.
Get Server Info
Get Smartsheet application constants, formats, and supported locales.
Get Sheet
Gets a sheet in the format specified, based on the sheet Id. Returns one page and a continuation cursor.
Get Sheet Path
Gets the hierarchical path of the sheet, showing its location within folders and workspace, if workspace-level access is provided.
Get Sheet Publish Status
Gets the sheet's 'Publish' settings.
Get Sheet Summary
Returns all summary fields defined on a sheet, including requested format or writer details.
Get Sheet Version
Gets the sheet version without loading the entire sheet. The following actions increment sheet version: add/modify cell value add/modify discussion/comment add/modify row add/remove/update version attachment cell updated via cell link change formatting.
Get Update Request
Gets an update request that has a future delivery schedule.
Get User
Get a Smartsheet user by ID.
Get Webhook
Gets a webhook owned by the connected API-token user, including its configured event patterns. Requires a personal API access token.
Get Workspace Metadata
Gets metadata for a specified Smartsheet workspace.
Import Sheet Into Folder
Imports CSV or XLSX data into a new sheet in the specified folder.
Import Sheet Into Workspace
Imports CSV or XLSX data into a new sheet in the specified workspace.
List Alternate Emails
List a user's alternate email addresses. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.
List Asset Shares
Retrieves one page of users and groups an asset is shared with and their access levels.
List Attachment Versions
Get one page of an attachment's versions, ordered from newest to oldest.
List Automation Rules
Returns one page of automation rules associated with a sheet.
List Cell History
Return one page of cell modification history. This resource-intensive endpoint consumes 10 rate-limit units, so avoid parallel calls and wait at least 60 seconds after a 429.
List Columns
Gets one page of columns belonging to a sheet.
List Contacts
Get one page of the connected user's Smartsheet contacts and return a continuation cursor.
List Cross Sheet References
Lists one page of cross-sheet references for a sheet.
List Dashboards
Gets one page of dashboards the connected user can access.
List Discussion Attachments
Get one page of attachments in a Smartsheet discussion.
List Events
Fetch Smartsheet organization events for a System Admin. Requires the Event Reporting premium add-on.
List Favorites
Gets the user's favorites and returns one page with a continuation cursor.
List Filtered Events
Fetch events related to selected Smartsheet sheets and workspaces for a non-admin user. Requires the Event Reporting premium add-on.
List Folder Children
Returns one page of immediate resources inside a Smartsheet folder.
List Org Groups
Gets one page of all groups in an organization account, with a continuation cursor.
List Org Sheets
Gets a summarized list of all sheets owned by the members of the organization account. Plan or role restrictions apply; see plan_role_constraints.
List Proof Attachments
Gets one page of non-discussion attachments in a proof.
List Proof Discussions
Gets one page of discussions in a proof.
List Proof Request Actions
Gets one page of summarized request actions for a proof.
List Proof Versions
Gets one page of proof versions from newest to oldest.
List Proofs
Gets one page of proofs for a sheet.
List Report Columns
List one page of columns for a report.
List Report Scope
List one page of source sheets and workspaces in a report's scope.
List Reports
List all reports accessible to the connected user.
List Row Attachments
Get one page of row- and row-discussion-level attachments on a Smartsheet row.
List Row Discussions
Gets one page of discussions associated with a row.
List Sent Update Requests
Lists summarized sent update requests on the sheet. Returns one page and a continuation cursor.
List Sheet Attachments
Get one page of sheet-, row-, and discussion-level attachments on a sheet.
List Sheet Discussions
Gets one page of discussions associated with a sheet.
List Sheets
Gets a list of all sheets that the user has access to. The list contains an abbreviated Sheet object for each sheet. Returns one page and a continuation cursor.
List Summary Fields
Returns one page of sheet summary fields and a continuation cursor.
List Update Requests
Gets one page of update requests with future schedules and a continuation cursor.
List User Plans
List one token-paginated page of plans to which a user belongs.
List Users
List organization users with optional email, plan, and seat filters. Organization directory access can require a qualifying plan and System Admin role.
List Webhooks
Gets one page of webhooks owned by the connected API-token user. Requires a personal API access token because OAuth access is shared across the third-party app.
List Workspace Children
Retrieves one page of immediate child resources from a specified Smartsheet workspace.
List Workspaces
Retrieves one page of workspace metadata for workspaces the connected user can access.
Make Alternate Email Primary
Make a confirmed alternate address the user's primary email. The current primary domain must be validated, and the alternate address must be confirmed or its domain validated. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.
Move Dashboard
Moves a specified Smartsheet dashboard to another container.
Move Folder
Moves a Smartsheet folder to another container.
Move Rows To Another Sheet
Move selected rows to the bottom of another Smartsheet sheet.
Move Sheet
Moves the specified sheet to a new location.
Reactivate User
Reactivate a user deactivated less than 30 days ago. Requires System Admin permission, is unavailable for Smartsheet Gov, and cannot reactivate external, out-of-plan, or common-ISP-domain users.
Remove Report Scope
Remove source sheets from a report by sheet or parent workspace.
Remove User From Organization
Remove a user from the organization, optionally removing shares or transferring assets. Requires System Admin permission and can fail for managed users, main contacts, or invalid transfer recipients.
Remove User From Plan
Deactivate a user's membership in a plan while preserving ownership and read-only access. This operation is unavailable to legacy plans and requires an eligible System Admin caller.
Reset Webhook Shared Secret
Irreversibly rotates a webhook secret owned by the connected API-token user after explicit confirmation. Requires a personal API access token.
Search Everything
Searches all sheets that the user can access, for the specified text.
Search Sheet
Gets a list of the user's search results in a sheet, based on a query.
Send Report By Email
Send a report attachment by email. This has an irreversible external effect.
Send Rows By Email
Send selected Smartsheet rows by email. This operation has an irreversible external effect.
Send Sheet By Email
Sends the sheet as a PDF attachment via email to the designated recipients. This operation has an irreversible external effect.
Set Dashboard Publish Status
Publishes or unpublishes a Smartsheet dashboard.
Set Report Publish Status
Set report publishing status and return the resulting public URL when enabled.
Set Sheet Publish Status
Sets the publish status of the sheet and returns the new status, including the URLs of any enabled publishings.
Share Asset
Shares a Smartsheet asset with specified users or groups.
Sort Rows In Sheet
Sort all rows in a Smartsheet sheet by one or more prioritized column criteria.
Update Asset Share
Updates the access level of a share for a Smartsheet asset.
Update Automation Rule
Updates an existing automation rule.
Update Column
Updates, moves, or renames a sheet column.
Update Dashboard
Renames a specified Smartsheet dashboard.
Update Folder
Updates a Smartsheet folder.
Update Group
Updates a group. Requires group administrator or system administrator access.
Update Proof Status
Sets a proof as complete or incomplete.
Update Report Column
Update a report column's title, position, visibility, or width.
Update Report Definition
Create or entirely replace a report definition.
Update Rows
Update one row or a batch of up to 500 rows, including cells and location operations such as moving, indenting, or outdenting.
Update Sheet
Updates the sheet specified in the URL.
Update Summary Fields
Updates summary fields on a sheet.
Update Update Request
Changes an update request that still has a future scheduled delivery.
Update User
Update user attributes. Requires System Admin permission; modifying a user-model organization member also requires membership in that organization.
Update User Profile Image
Upload a GIF, JPG, or PNG profile image using the provider's binary, multipart, or JSON URL form. Smartsheet scales images larger than 1050 by 1050 pixels unless a custom size applies.
Update Webhook
Updates a webhook owned by the connected API-token user. Requires a personal API access token because OAuth administration is app-wide.
Update Workspace
Updates a Smartsheet workspace.
Upgrade User
Irreversibly upgrade a user's seat in a specified plan. GUEST is valid only for external users. Requires System Admin permission.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Smartsheet is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Smartsheet, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Smartsheet for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Smartsheet work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Smartsheet to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Smartsheet in your connected apps
Inside FormWise, open Connectors and look for Smartsheet.
- 3
Hit "Connect"
Click "Connect Smartsheet" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Smartsheet
Build a quick AI Agent (it's like writing instructions, not code), and pick the Smartsheet actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Smartsheet for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Smartsheet workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Smartsheet users had before signing up
Do I need to know how to code?
Not even a little. If you can use Smartsheet today, you can set this up. You'll connect Smartsheet, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Smartsheet login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Smartsheet or delete everything any time.
What happens when Smartsheet updates their app?
We handle it. When Smartsheet adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Smartsheet takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Smartsheet — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Smartsheet on FormWise
Smartsheet is a collaborative work management platform for organizing projects, sheets, reports, dashboards, workflows, and teams.
Connect Smartsheet once and your FormWise AI gets 180 things it can do inside it. That means your AI can handle the Smartsheet work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Smartsheet? Take a look at www.smartsheet.com.
More Project Management integrations
Trello
A web-based, kanban-style, list-making application.
bexio
bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll.
Moco
MOCO is a business management software offering project management, time tracking, and invoicing solutions.
Atlassian MCP
Atlassian Rovo MCP connects agents to Jira, Jira Service Management, Confluence, Loom, Goals, Projects, Teams, Focus, Talent, Assets, Capacity Planning, Artifacts, code search, and Teamwork Graph workflows while respecting existing user permissions.
ClickUp
ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows
Asana
Tool to help teams organize, track, and manage their work.
Stop doing the Smartsheet work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
