Smartsheet

Overview of the Smartsheet book.

The following documentation is for Smartsheet v1.3.3 (BDK).

Overview

Smartsheet is a dynamic work management platform that combines spreadsheet functionality with project management features. This integration enables automated sheet updates, project tracking, resource management, and collaborative workflow automation. Improve project organization and team productivity.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• Smartsheet

How to Add the Book(s)

1. Go to Books → All Books.

2. Search for name of the book and click on it.

3. Click on Install or Add Connection to add the book to your agent.

4. If adding a connection, you'll be prompted for connectivity details.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using token

Authenticate with the provided token.

Label	Description	Type
token	Smartsheet API token used for authentication	sensitive