Build SmartSuite workflows with AI Agents

SmartSuite has reimagined work management by offering a unified workspace for everything from project planning to data tracking. But even in the most advanced platforms, teams still face disconnects between where they talk (Slack, Teams, Discord) and where their workflows live (in SmartSuite). By integrating SmartSuite with Runbear's AI agent platform, you bring the full power of SmartSuite into your team's daily conversations—transforming collaboration, automation, and productivity across the board.

About SmartSuite

SmartSuite is a cutting-edge work management platform designed to help organizations centralize tasks, workflows, and collaboration. Its customizable workspaces let teams plan projects, manage databases, automate recurring work, and visualize progress in views like Kanban, Gantt, and calendar—all tailored to a team's unique needs. With robust automation, advanced field types, and seamless time tracking, SmartSuite serves businesses of all sizes—especially hybrid, remote, or data-driven teams. Its market position as a unified workspace means companies can manage documents, assets, and communications together, increasing operational efficiency while reducing software sprawl. Teams turn to SmartSuite to break silos, automate routine work, and create flexible, visible systems for getting things done.

Use Cases in Practice

Runbear’s AI agent unlocks four high-impact ways for teams to weave SmartSuite’s work management power directly into their communication flow. Picture this: instead of navigating dashboards or building complex filters, a team member simply types, “What’s our current pipeline value?” in Slack. Instantly, the AI agent queries SmartSuite, analyzes the data, and posts a summary or chart right in the thread. Imagine scheduled project status reports populating team channels every Monday morning, or the ability to summon process guidelines and project docs from SmartSuite with a single question. These aren’t far-off dreams—they’re real productivity boosts your team can deploy today. You’ll also see how every team member can create or update tasks in SmartSuite by interacting with the AI agent in natural language, keeping the whole team in sync and on-task.

For those focused on data or analytics-heavy work, this integration parallels Query and Analyze Airtable Data from Slack—Using Just Natural Language, letting you access SmartSuite with the same conversational ease. If your team needs fast answers about business health, the automated SmartSuite KPI reporting feels much like our How to Automate KPI Reporting use case—except now it’s supercharged for any custom SmartSuite metric. And searching policy or workflow docs from chat? Teams who love Instantly Query Excel Reports in Slack—No More Manual Data Checks will feel right at home with SmartSuite’s document Q&A, unlocking knowledge without context switching.

SmartSuite vs SmartSuite + AI Agent: Key Differences

Integrating Runbear’s AI agents with SmartSuite transitions your team from manual, siloed workflows to seamless, AI-powered automation. While standalone SmartSuite provides visual work management, complex reporting, knowledge retrieval, and multi-app orchestration still require manual effort or app switching. With Runbear, AI agents instantly respond in team chat, automate recurring reports, enable conversational search, and update records—all from where your team already collaborates.

Implementation Considerations

To maximize the benefits of integrating Runbear AI agents with SmartSuite, teams should prepare for a short setup period. Connecting SmartSuite to your team chat channels requires user authentication and permissions—ensure your admin or IT has oversight. Team training is minimal since agents respond to natural language, but you'll want to educate team members on available commands, reporting schedules, and update flows. Consider your data governance strategy: only sync data you want the agent to access, and keep security in mind with shared channels. Cost-benefit is typically positive, but review SmartSuite and Runbear plan tiers to match your usage. Lastly, foster change management by encouraging early adopters to demonstrate productivity gains—this builds organizational readiness and drives adoption across all teams.

Get Started Today

Uniting SmartSuite’s robust work management with Runbear’s AI agent unlocks next-level productivity, automation, and collaboration—all from inside your team chat. With instant answers, automated reporting, and simplified workflows, your team can focus less on manual coordination and more on impactful work. Ready to transform how your team collaborates? Try integrating Runbear’s AI agent with SmartSuite today and experience the future of smart, conversational workflow automation firsthand—no coding required.