Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Smartsheet to Sana to work with your sheets in natural language. List and search sheets, read and update rows and columns, create, copy, or import sheets, and email sheets to your team.

In summary, the connector has the following key characteristics:

Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List sheets

Search sheets

Read sheets

Create sheets

Copy sheets

Delete sheets

Add rows

Update rows

Manage columns

Email sheets

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Smartsheet. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add column

Add row to sheet

Copy rows

Copy sheet

Create sheet

Delete column

Delete rows

Delete sheet

Email sheet

Get current user

Get row

Get sheet

List columns

List folder id options

List sheet id options

List sheets

List template id options

List workspace id options

List workspace templates

Move rows

Move sheet

New sheet from template

Update column

Update row

Update sheet

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Smartsheet.

Trigger

New Comment Added (Instant)

New Row Added (Instant)

New Row Deleted (Instant)

New Row Updated (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
READ_SHEETS	Read your sheets, columns, rows, and search results
WRITE_SHEETS	Create and update sheets, rows, and columns on your behalf
CREATE_SHEETS	Create new sheets and import data into Smartsheet
DELETE_SHEETS	Delete sheets, rows, and columns
SHARE_SHEETS	Email sheets to recipients on your behalf

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Smartsheet in the list of available connectors

Scroll to the Available connectors section and locate Smartsheet.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Smartsheet card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Smartsheet and approve the requested scopes

You'll be redirected to Smartsheet to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Smartsheet account. Click Continue to complete the setup and start using the connector.

Known limitations

Attachments: The connector cannot read, download, or add files attached to sheets or rows.
Comments: The connector cannot read or post comments and discussions on rows.
Scope: The connector works with sheets only — it does not access Smartsheet reports, dashboards, or forms.