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Automate content creation: Use AI Agent to generate drafts, then store and manage them in SmartSuite, all within Latenode's visual editor with affordable pay-by-execution pricing. Enhance SmartSuite data with AI insights from AI Agent by connecting them with Latenode, adding custom JavaScript for advanced transformations where needed.
Connect SmartSuite and AI Agent in minutes with Latenode.
Create SmartSuite to AI Agent workflow
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Create a New Scenario to Connect SmartSuite and AI Agent
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 SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or AI Agent will be your first step. To do this, click "Choose an app," find SmartSuite or AI Agent, and select the appropriate trigger to start the scenario.
Add the SmartSuite Node
Select the SmartSuite node from the app selection panel on the right.
SmartSuite
Configure the SmartSuite
Click on the SmartSuite node to configure it. You can modify the SmartSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the SmartSuite node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
SmartSuite
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the SmartSuite and AI Agent 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 SmartSuite and AI Agent 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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AI Agent
Trigger on Webhook
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SmartSuite
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring SmartSuite, AI Agent, 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 SmartSuite and AI Agent integration works as expected. Depending on your setup, data should flow between SmartSuite and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SmartSuite + AI Agent + Slack: When a new project request is added to SmartSuite, the AI Agent summarizes the request details. This summary is then posted to a designated Slack channel for team review and discussion.
Gmail + AI Agent + SmartSuite: When a new email arrives in Gmail, the AI Agent analyzes the email content and categorizes it. Based on the AI Agent's categorization, a new task is created in SmartSuite. Finally, a confirmation email is sent via Gmail.
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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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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How can I connect my SmartSuite account to AI Agent using Latenode?
To connect your SmartSuite account to AI Agent on Latenode, follow these steps:
Can I automatically summarize SmartSuite records with AI Agent?
Yes, you can! Latenode allows you to trigger AI Agent to summarize new or updated SmartSuite records, streamlining your information processing with smart automation.
What types of tasks can I perform by integrating SmartSuite with AI Agent?
Integrating SmartSuite with AI Agent allows you to perform various tasks, including:
How do I handle errors when processing SmartSuite data with AI Agent?
Latenode's error handling allows you to set up alerts and automated retries, ensuring robust workflows and data integrity when using AI Agent.
Are there any limitations to the SmartSuite and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: