AI Agent for Smartsheet

"Check my 'Active Projects' sheet for rows where the 'Owner' column is blank, find the correct contact from my Gmail threads, and update the sheet. Post a summary to Slack when finished."

"Pull the 'Status' column from my three regional project sheets, merge them into a single 'Global Status' sheet, and highlight any rows marked 'At Risk'."

"Check the 'Due Date' column in my Smartsheet project plan and flag any tasks that conflict with team holidays in Google Calendar."

"Review my 'Master Project' sheet for inconsistent date formats and currency symbols, then standardise everything to match our company guidelines."

"Scan the 'Project Name' column in my sheet for duplicates, keep the most recent entry, and delete the older ones."

"Search my project sheet for tasks marked 'In Progress' that haven't been updated in over 10 days and draft a check-in email to the owner."

"Read the 'Notes' column in my Smartsheet for any mention of 'blocked' or 'delayed', then compile a brief summary for my weekly report."

"Look for any rows where the 'Milestone' checkbox is ticked and post a celebratory message to the #team-updates channel."

"Sum the 'Hours Spent' column for all tasks associated with 'Project Alpha' and update the 'Total' cell in my summary sheet."

"Review new rows in my 'Client Feedback' sheet and draft a polite acknowledgement email for each one in Gmail."

"Compare the 'Actual Spend' column against the 'Budget' column in my Smartsheet and highlight any rows where the spend is 10% over."

"Check my 'Payments' sheet against the 'Delivery' sheet and flag any payments made before the project phase was marked complete."

"Calculate the total spend per department from my Smartsheet and create a simple summary table for my finance report."

"Check for any rows in my 'Invoices' sheet that are missing a 'Project ID' and list them for review."

"Filter my 'Expenses' sheet for all items tagged 'Travel' or 'Hardware' and copy them into a new 'Tax Prep' sheet."

"Sort my 'Campaign Assets' sheet by the 'Status' column and move all 'Approved' items to a separate 'Ready for Launch' sheet."

"Check my 'Campaign Calendar' sheet for any date changes and update the corresponding events in my Google Calendar."

"Find all new entries in my 'Campaign Leads' sheet, validate the email addresses, and add them to my HubSpot contact list."

"Read the 'Performance' column in my weekly tracking sheet and create a bulleted list of top-performing channels."

"Look for new tasks in the 'Content' sheet and draft a brief for the copywriter based on the project description."

"Read my 'Feature Requests' sheet, categorise them by 'Priority' and 'Effort', and suggest which ones to tackle first."

"Check my 'Roadmap' Smartsheet and create or update the corresponding Jira tickets for any items marked 'In Development'."

"Review the 'User Feedback' column in my product sheet and identify the top three recurring pain points."

"Check which tasks in my 'Release' sheet are marked 'Done' and draft a summary of new features for the release notes."

"Scan my 'Roadmap' sheet for any overlapping feature launches and highlight them for my review."