Use Smartsheet with AI Agents

Smartsheet is a powerful tool for managing projects, tracking tasks, and enabling collaboration across teams. But when you bring Smartsheet together with Runbear’s AI agent platform, your team’s workflows reach a whole new level—combining seamless project management with smart automation and real-time collaboration, right inside Slack or Teams.

About Smartsheet

Smartsheet is a leading cloud-based work management platform designed to help teams of all sizes plan, track, automate, and report on collaborative projects. Its spreadsheet-inspired interface makes it user-friendly, while powerful features like automated workflows, real-time dashboards, and secure collaboration allow organizations to coordinate complex projects seamlessly. Smartsheet serves a wide range of users—from dynamic startups to global enterprises—delivering efficient project oversight, resource management, content collaboration, and reporting tools. Teams adopt Smartsheet to break down silos, gain project visibility, and accelerate task execution without the complexity of traditional project management software. Its flexible platform is widely used by project managers, operations leads, marketers, and business analysts who demand both structure and agility in their workflows.

Use Cases in Practice

Runbear’s AI agent integration with Smartsheet enables your team to tap into Smartsheet data and workflows directly from your favorite chat tools. Instead of jumping between tabs, waiting on status updates, or requesting manual reports, teams can simply interact naturally with the AI agent. For example, a project manager can get a comprehensive project summary in Slack with a single command. Sales teams automatically receive KPI dashboards every week, keeping everyone aligned without interrupting the flow of work. Anyone on the team can ask, “What’s the latest on our Q3 goals?” and get an up-to-date answer sourced from Smartsheet—no spreadsheet digging required. And crucially, when your documentation lives in Smartsheet or connected cloud drives, all those resources become instantly searchable and accessible, so onboarding and collaboration are smoother than ever. This model empowers teams much like our guides on business analytics automation and KPI reporting: with Runbear, manual status checks and complex data lookups become a thing of the past.

Smartsheet vs Smartsheet + AI Agent: Key Differences

Integrating Runbear's AI agent with Smartsheet transforms everyday work for your team. Instead of manually checking spreadsheets, waiting on status updates, or piecing together information, the AI agent delivers insights, dashboards, and smart project support right into your team chat. Collaboration shifts from slow, manual processes to fast, automated intelligence accessible by everyone—no extra training or IT support required.

Implementation Considerations

To successfully adopt Runbear’s AI agent integration with Smartsheet, teams must prepare for several practical considerations. Initial setup requires connecting Smartsheet and Runbear, which is straightforward but may need admin permissions for access. Training team members to ask clear, natural language questions and establish preferred reporting formats is important for adoption. Change management is needed, as teams will shift some work and communication from Smartsheet’s native interface into Slack or Teams, requiring clear communication about new workflows. Assess the cost-benefit, considering subscription requirements for both platforms and the potential ROI from time saved and improved team productivity. Teams should address data governance and security—ensuring only authorized individuals can access sensitive Smartsheet data through the AI agent. Up-to-date documentation and support will help facilitate a smooth transition. With proper preparation, this integration can dramatically increase the impact of Smartsheet investments.

Get Started Today

Combining Runbear’s AI agent platform with Smartsheet lets your team work smarter—not harder. Real-time project updates, automated reporting, instant answers, and unified access to knowledge all flow directly into your existing communication tools. While the benefits are transformative, success comes from strategic rollout and thoughtful onboarding. Ready to see how AI agents and Smartsheet together can supercharge your team’s productivity? Try the integration and experience the next generation of collaborative work management for yourself.