Smartsheet
· #130 most-usedYour sheets, working while you're away
Smartsheet is a cloud work-execution platform that combines spreadsheet familiarity with project-management rigour — rows track tasks, milestones, and budgets across every department. Connect it to Actionist and your agent can add rows from any inbound signal, update status fields the moment upstream tools change, move completed items to archive sheets, and send structured snapshots to stakeholders who don't have a seat. Work that used to require someone opening a browser now happens the second the relevant data moves.
Eliminates manual work. Eliminates the manual row entry, status copy-paste, and sheet-sharing tasks that ops and project teams repeat every day across every department.
What your Smartsheet agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Smartsheet × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Ticket-to-resolution, tracked end to end
When a customer emails in a critical issue, your agent finds the matching account row in Smartsheet, updates the escalation status, posts an owner-assigned alert to the #cs-escalations Slack channel, and drops a follow-up task on Google Calendar — all before the first human has read the email. The CSM opens Slack to find the row already updated, the owner named, and the follow-up scheduled.
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales19 min / weekManual pipeline row updates
Reps open the deal-tracking sheet after every call to update stage, notes, and close date — 19 minutes a week of context-switching per rep.
Sales Agent0 minAgent writes the update from SlackWhen a rep posts a deal note in #deals, the agent finds the row and writes the update — the sheet is current without the rep ever opening Smartsheet.
- Marketing14 min / weekCampaign status re-entered
Campaign managers copy status updates from their project tool into the Smartsheet campaign tracker by hand after each milestone — 14 minutes per week.
Marketing Agent0 minAgent stamps the row on launchWhen a campaign goes live in HubSpot, the agent updates the Smartsheet campaign row with the launch date and status — zero copy-paste.
- Customer Support19 min / weekEscalation rows logged manually
Support leads manually add a row to the escalation tracker every time a ticket crosses SLA — 19 minutes per week finding the sheet and typing the details.
Customer Support Agent0 minAgent adds and updates escalation rowWhen a ticket breaches SLA, the agent adds the escalation row with customer name, owner, and SLA miss timestamp — the tracker is accurate before the manager looks.
- Human Resources8 min / weekNew hire sheet setup
HR manually creates an onboarding sheet from the template and shares it with the hiring manager every time a new hire is confirmed — 8 minutes of repetitive setup per hire.
Human Resources Agent0 minAgent builds the sheet on hire confirmationWhen an offer is accepted, the agent creates the onboarding checklist sheet from the template and shares it with the manager before the hire's first-day email goes out.
- Finance14 min / weekBudget rows updated per invoice
Finance manually updates the budget tracker row with actual spend each time an invoice is paid — 14 minutes per week across recurring vendor payments.
Finance Agent0 minAgent logs actuals on paymentWhen a payment clears, the agent updates the corresponding budget row in Smartsheet with the amount and date — actuals are current by the time the next payment runs.
- Operations30 min / weekCross-sheet status reconciliation
Ops managers spend 30 minutes per week opening multiple project sheets and manually reconciling status across departments for the weekly ops review.
Operations Agent0 minAgent posts the ops summaryEvery Friday the agent reads the cross-sheet report and posts a structured ops summary to the #ops Slack channel — the manager reads it, not chases it.
- Legal6 min / weekContract row status tracked by hand
Legal tracks contract review status by manually updating rows in the contracts sheet after each docusign event — 6 minutes per week of reactive row edits.
Legal Agent0 minAgent updates contract row on signatureWhen DocuSign records a completed signature, the agent updates the contract row status to Executed and attaches the signed PDF — legal's tracker is always current.
Calculate what your team saves
Based on Smartsheet's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.8 hrs / person / week of admin work automated.
How to plug Smartsheet into Actionist
Pick the connection method that suits your environment.
The fastest path — install Smartsheet's MCP server in one click and the agent reaches your sheets through a permissioned OAuth handshake. No API tokens to generate or rotate.
Find Smartsheet in the Apps library and click Connect. MCP is selected by default.
A Smartsheet OAuth window opens. Sign in and grant Actionist access to the sheets and workspaces you want the agent to reach — choose scopes carefully; you can restrict to specific workspaces.
Actionist runs a read-only call to verify the handshake. You're ready.
18 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Smartsheet
Reusable agent skills that work well alongside this app.
Create and manage Tencent Docs online documents — pair with Smartsheet rows to generate formatted reports from sheet data.
MCP servers that work with Smartsheet
Connect Actionist to MCP servers built for or around this app.