Project Management

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. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Smartsheet in your connected apps

    Inside FormWise, open Connectors and look for Smartsheet.

  3. 3

    Hit "Connect"

    Click "Connect Smartsheet" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 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. 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.

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.