COLLABORATION & PROJECTS

AI automations that work with Smartsheet

Smartsheet runs project and operations tracking in a spreadsheet-like view. We automate updates, reminders and reporting.

39 ready-made automations work with Smartsheet, from €99.

What we automate with Smartsheet

Project Management · 15

Automate Project Kickoff Document Assembly Auto-assemble the charter, RACI and timeline from intake answers so new projects start with real documentation, not a blank template. Project Initiation From €299 Automate Project RAG Status Reporting Calculate red/amber/green project status from real defined criteria, instead of a color a PM picks based on gut feel each week. Status Reporting From €299 Automate Vendor Milestone Payment Triggering Automatically trigger the milestone payment approval process the moment a contracted deliverable is accepted, instead of a separate manual reminder. Vendor Management From €299 Change Order Documentation and Approval Routing Automatically document scope changes as they happen and route them for approval, instead of chasing sign-off after the work's already done. Change Control From €299 Contractor Deliverable Tracking Against SOW Track contractor and vendor deliverables against SOW dates automatically and flag slippage early, instead of finding out at the due date. Vendor Management From €299 Cross-Project Dependency Tracking Track dependencies that cross project boundaries and get warned when a delay upstream is about to hit a deliverable in a project you're not even running. Dependency Management From €299

All 15 Project Management automations for Smartsheet and others →

Tax & Compliance · 12

Collecting and Tracking Tax Residency Certificates Automatically identify which counterparties need a tax residency certificate, chase collection proactively, and track validity centrally. Treaty & Withholding From €99 Digital Services Tax Compliance Monitoring Automatically track digital services tax thresholds and obligations across jurisdictions, flagging a new obligation as revenue crosses it. Filings From €299 Fulfilling Tax Audit Document Requests Automatically route and track tax authority document requests to the right owner, with a complete response log for the audit file. Audit Support From €299 Industry Levy Compliance Tracking Automatically calculate and track industry-specific levies beyond gaming duty, environmental, insurance, or sector levies, per jurisdiction. Filings From €299 Monitoring Economic Nexus and Tax Presence Automatically track sales and activity against economic nexus thresholds by state or country, flagging a new registration obligation as it's crossed. Indirect Tax From €299 R&D Tax Credit Documentation Support Automatically capture contemporaneous R&D project documentation and time allocation, building a defensible credit claim as the work happens. Credits & Incentives From €299

All 12 Tax & Compliance automations for Smartsheet and others →

QA & Document Review · 9

Calibration and Equipment Maintenance Record Tracking Automatically track calibration and maintenance records per instrument, flag overdue equipment, and quarantine out-of-tolerance results. Records Management From €299 Detecting Document Approval Workflow Bottlenecks Automatically analyze document approval workflows to identify which stage or approver is the recurring bottleneck, with data, not guesswork. Compliance Checking From €99 Employee Grievance Document Review Automatically organize grievance case documents, flag missing steps against your procedure, and keep a defensible file for every complaint. Incident & CAPA From €299 Internal Audit Finding Remediation Tracking Automatically track internal audit findings from issue through remediation plan to verified closure, with overdue items escalated. Audit Management From €299 ISO Certification Renewal Document Preparation Automatically assemble the evidence package for ISO recertification, cross-checked against clauses and prior audit findings, ahead of the audit. Audit Management From €299 Management Review Meeting Documentation and Action Tracking Automatically document QMS management review inputs and decisions, and track resulting actions to closure instead of losing them after the meeting. Audit Management From €99

All 9 QA & Document Review automations for Smartsheet and others →

Payroll · 2

Payroll System Migration UAT Documentation Automatically run parallel payroll calculations across old and new systems during migration, documenting every discrepancy before go-live. Vendor Management From €799 Payroll Vendor SLA Monitoring Automatically track your payroll provider's performance against contracted SLAs, turning issues into documented, evidenced conversations. Vendor Management From €99

Success & Retention · 1

Enterprise Onboarding Kickoff and Implementation Tracking Coordinate multi-stakeholder kickoff scheduling and implementation milestones so enterprise onboarding doesn't stall when a champion goes quiet. Onboarding From €299

How we connect to Smartsheet

Smartsheet's API.

Need something that isn't on this page? See our workflow automation service for custom builds.

Used most in: Manufacturing, Finance & Banking, Technology & SaaS, AML & Compliance, Field Service & Trades.

Common questions

Can you add AI to Smartsheet?

Yes. We connect through smartsheet's API. We confirm the exact method for your setup when we confirm your price.

Do I have to replace Smartsheet?

No. The automations work with the Smartsheet you already have and take over the manual work around it. Your team keeps using Smartsheet as normal.

How much does a Smartsheet automation cost?

Single-workflow automations start at €99. Multi-step automations with AI extraction or decisions are typically €299, and complex multi-system builds start at €799. Every price is fixed once we confirm the scope.

Other collaboration & projects tools

Google WorkspaceSlackJiraAsanaMonday.comAirtable All tools →
Talk to us about your Smartsheet workflow →