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Use AI Agent to populate Smartsheet with AI-generated content, like product descriptions or research summaries. Latenode's visual editor and JavaScript blocks let you refine results, while affordable execution costs support scaling content workflows.
Connect AI Agent and Smartsheet in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and Smartsheet
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Smartsheet will be your first step. To do this, click "Choose an app," find AI Agent or Smartsheet, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Smartsheet Node
Next, click the plus (+) icon on the AI Agent node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
AI Agent
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Smartsheet
Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the AI Agent and Smartsheet Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Smartsheet Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Smartsheet
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Smartsheet, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the AI Agent and Smartsheet integration works as expected. Depending on your setup, data should flow between AI Agent and Smartsheet (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Smartsheet + AI Agent + Slack: When a new event occurs in Smartsheet, the AI Agent analyzes the data and determines if any action is required. If so, a message is posted to a specified Slack channel with the relevant insights and required actions.
Smartsheet + AI Agent + Gmail: When a Smartsheet row is updated, the AI Agent summarizes the progress of the project tasks listed in the row. A status report email is then sent via Gmail to relevant stakeholders.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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How can I connect my AI Agent account to Smartsheet using Latenode?
To connect your AI Agent account to Smartsheet on Latenode, follow these steps:
Can I automatically update Smartsheet based on AI Agent analysis?
Yes, you can! Latenode's visual editor makes it easy to pipe AI insights into Smartsheet, automating report updates and improving data-driven decision-making.
What types of tasks can I perform by integrating AI Agent with Smartsheet?
Integrating AI Agent with Smartsheet allows you to perform various tasks, including:
Can I use custom prompts for AI Agent within Latenode workflows?
Yes! Latenode gives you full control, including custom prompts, for fine-tuning AI Agent's behavior in your Smartsheet automations.
Are there any limitations to the AI Agent and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: