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Module 06 · Integrations

Smartsheet

Let your assistants search and read your Smartsheet sheets and reports. Read only from chat, through Smartsheet's own hosted connector.

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Smartsheet holds plans, trackers, and checklists. Once you connect it, your assistants can read the sheets your team already keeps, such as the month-end close or the contract tracker.

Which assistants use it#

What assistants can do#

Smartsheet connects through the tool's own hosted connector. From chat it only reads.

AbilityHow it runs
Search sheets and reportsReads on its own
Read rowsReads on its own
Add or change a rowNever run from chat

Setup#

  1. In Smartsheet, open Account, then Personal settings, then the access token page, and generate a token. It needs a Business plan or higher.
  2. Open Integrations in StellarFirm.
  3. Pick Smartsheet.
  4. Paste the token, switch on the live option, and press Connect.
  5. If your Smartsheet account is hosted in Europe, set the connector's address to the European one in Smartsheet's own setup guide.

Permissions#

  • A Smartsheet token carries the rights of the person who made it, so make it from an account that sees only the sheets you want to share.
  • Nothing here waits for an Approve because nothing here changes data from chat.
  • Revoke the token in Smartsheet whenever you want to cut access.

Prompts to try#

PromptMonth-end close
Accountant, summarize the open rows in our month-end close sheet.
PromptDeadlines
Legal, list the rows in our contract tracker with a deadline this month.