Smartsheet integration

Smartsheet integration

listed in Collaboration · Project Management

Updated Nov 17 2021
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Combine the benefits of Smartsheet's powerful project management and collaboration features with your Digital Assistant's with the Smartsheet integration. Your teams will be able to reap the time-saving benefits your Assistant offers, boosting your overall workplace productivity and helping teams work together more effectively.

Business professionals that want to integrate Smartsheet to their daily workflow will love the flexibility and simplicity Digital Assistant provides. Digital Assistant's Smartsheet integration allows you to:

  • Search and filter your Smartsheet reports and tasks and display key metrics on your Board for at-a-glance updates
  • Pin Smartsheet Cards to your Board to quickly see your favourite reports, sheets and workspaces and open them in Smartsheet with one click
  • View discussions and attachments directly from within your Assistant, in chat apps like Microsoft Teams or Slack, or on-the-go on your mobile

How to connect Smartsheet + Digital Assistant

Here's how to set up the integration:

  1. Click Add to Digital Assistant to enable the Smartsheet connector in your Digital Assistant
  2. Build an Adaptive Card to show data from Smartsheet in your Assistant. You can use one of our handy Card templates to make this easy!
  3. Deploy your Card to your Assistant or publish it to a Channel to access it anywhere. Now, you can pin your Card to your Board for easy access, or ask your Assistant to bring it up for you.
Smartsheet Quick Access

A sample Card built with Digital Assistant's Adaptive Cards designer, showing a list of favourited sheets and reports for easy access.

Screenshot from 2021-11-17 12-26-40

A sample Card built with Digital Assistant's Adaptive Cards designer, showing a table of IT ticket metrics from a Smartsheet report.

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