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How to connect AI Agent and SmartSuite
Create a New Scenario to Connect AI Agent and SmartSuite
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – 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 SmartSuite will be your first step. To do this, click "Choose an app," find AI Agent or SmartSuite, 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.
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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 SmartSuite Node
Next, click the plus (+) icon on the AI Agent node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the AI Agent and SmartSuite 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 SmartSuite Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring AI Agent, SmartSuite, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the AI Agent and SmartSuite integration works as expected. Depending on your setup, data should flow between AI Agent and SmartSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and SmartSuite
SmartSuite + AI Agent + Slack: When a SmartSuite record is updated, an AI Agent summarizes the changes and sends the summary to a designated Slack channel.
SmartSuite + AI Agent + Gmail: When a SmartSuite record is updated, an AI Agent drafts a completion email using the record's details, which is then sent via Gmail.
AI Agent and SmartSuite integration alternatives
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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ AI Agent and SmartSuite
How can I connect my AI Agent account to SmartSuite using Latenode?
To connect your AI Agent account to SmartSuite on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich SmartSuite records with AI Agent insights?
Yes, you can! Latenode’s visual editor makes it easy to send SmartSuite data to your AI Agent for analysis, then automatically update records. This unlocks powerful data-driven workflows.
What types of tasks can I perform by integrating AI Agent with SmartSuite?
Integrating AI Agent with SmartSuite allows you to perform various tasks, including:
- Automatically categorize support tickets within SmartSuite using AI.
- Generate summaries of research data stored in SmartSuite records.
- Analyze customer feedback from SmartSuite and identify key trends.
- Create personalized content variations for SmartSuite marketing campaigns.
- Predict project risks based on data from your SmartSuite project plans.
Can AI Agent workflows trigger updates to my SmartSuite database?
Yes! Using Latenode, AI Agent analyses can directly trigger updates in SmartSuite. Automate data entry and insight application easily.
Are there any limitations to the AI Agent and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent workflows may require higher Latenode plan tiers for optimal performance.
- Data transfer limits apply based on your AI Agent and SmartSuite subscription levels.
- Real-time data synchronization depends on the APIs availability and potential rate limits.
