Does the SmartSuite agent actually execute tasks?

Yes. It does not just suggest changes; it performs the work by updating fields, creating records, and sending communications in SmartSuite and your other connected tools.

How is this different from native AI in SmartSuite?

Native AI often focuses on within-app suggestions. DoMyWork executes multi-step actions across your entire tech stack, like pulling data from email to update your SmartSuite records.

Is this just another automation tool like Zapier?

Zapier requires you to build logical workflows step-by-step. With DoMyWork, you describe the task in plain English, and the agent figures out the steps to execute it across your apps.

Can the agent monitor my SmartSuite solutions 24/7?

Yes. You can set up agents on autopilot to watch for specific triggers—like a new record or a status change—and act on them immediately without manual intervention.

Is my SmartSuite data safe with DoMyWork?

We prioritise security and data privacy. Your data is processed only to execute the tasks you describe, and we never use your proprietary information to train our models.

Can I connect SmartSuite to other apps?

Yes. The agent is designed to bridge SmartSuite with 1,500+ other apps, allowing you to sync information between your CRM, project management, finance, and communication tools.

AI Agent for SmartSuite

Update records, manage projects, and sync your business data automatically. DoMyWork AI agents work with SmartSuite and 1,500+ apps to turn your operational data into real results.

Find overdue tasks in my SmartSuite project and email the owners

Summarise this week's project progress from SmartSuite into a Slack update

Add new leads from my email to the SmartSuite CRM solution

Check for missing budget data in SmartSuite and flag it in the sheet

Generate a status report for all active client projects

Move completed tasks to the archive solution in SmartSuite

Agent for

SmartSuite

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your SmartSuite data into decisions and actions

Clean up project records, sync client updates, draft status reports, and route tasks across your apps.

12 reminders sent via Gmail

Catch up on every project record that missed a deadline last week

"Find all records in my SmartSuite 'Projects' solution with a past due date, check the last update, and draft an email in Gmail to the assigned owner asking for a status update. Post a summary of the pending items to Slack."

Send Message

Find and merge duplicate contact records in your CRM solution

"Scan my 'Clients' solution in SmartSuite for duplicate email addresses, identify the most recent record, and merge the data into the primary entry."

Send Message

Extract action items from meeting notes in your project solution

"Read the latest meeting notes in my SmartSuite 'Meetings' solution, pull out all action items, and create a new task for each in the 'Tasks' solution."

Send Message

Generate a weekly summary of all active project changes

"Pull all records updated in the last 7 days from my SmartSuite project solution and compile a bulleted list of progress highlights."

Send Message

Sync missing budget data from your finance spreadsheet

"Match the project IDs in my 'Budget' Google Sheet with SmartSuite records and fill in the missing 'Actual Spend' fields."

Send Message

Got a different task in mind? Describe it

Send Message

Identify project bottlenecks based on task status

"Look at my 'Tasks' solution and find any project where more than 5 tasks are stuck in 'Review' for over 3 days."

Send Message

Update project timelines based on team availability

"Check the 'Team Capacity' solution and shift the due dates for all tasks assigned to people currently on leave."

Send Message

Compile a list of risks flagged in project reports

"Search the 'Project Risks' solution for any items marked 'High' and draft a summary email for stakeholders."

Send Message

Map project dependencies across different solutions

"Find tasks in the 'Development' solution that are blocked by items in the 'Design' solution and link them."

Send Message

Resource allocation check for the upcoming month

"Summarise the total hours assigned to each team member in SmartSuite for the next 4 weeks."

Send Message

Got a different task in mind? Describe it

Send Message

Review client health scores and flag at-risk accounts

"Check the 'Client Health' solution in SmartSuite and list all accounts with a score below 50."

Send Message

Draft follow-up emails for clients with pending renewals

"Find all records in the 'Renewals' solution due in 30 days and draft a personalised check-in email for each."

Send Message

Sync support ticket trends into project updates

"Count the number of tickets linked to each client in Zendesk and update the 'Support Volume' field in SmartSuite."

Send Message

Prepare client briefing documents for upcoming meetings

"Gather the last 3 project updates from SmartSuite and create a briefing note in Google Docs."

Send Message

Update client feedback logs from survey responses

"Take the latest survey responses from Typeform and add them as comments to the corresponding client record."

Send Message

Got a different task in mind? Describe it

Send Message

Prioritise feature requests based on customer demand

"Sort the 'Feature Requests' solution in SmartSuite by the number of linked customer records."

Send Message

Create release notes from finished development tasks

"Find all tasks in the 'Release 2.0' view marked 'Done' and generate a list of completed features."

Send Message

Clean up the product backlog of stale ideas

"Identify any ideas in the 'Backlog' solution that haven't been updated in 6 months and move them to 'Archive'."

Send Message

Sync bug reports from your tracking tool to SmartSuite

"Import all new high-priority bugs from Jira into the 'Product Bugs' solution in SmartSuite."

Send Message

Summarise user research findings into a design brief

"Collect all research notes from the 'User Insights' solution and draft a brief for the design team."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile project invoices with completed milestones

"Check the 'Invoices' solution against the 'Milestones' solution to see which are marked complete but unpaid."

Send Message

Flag expenses that exceed project budget limits

"Compare the 'Expenses' solution against the 'Budget' field in the 'Projects' solution and alert me to any overages."

Send Message

Prepare a monthly revenue forecast report

"Sum the 'Expected Value' field for all projects closing this month in SmartSuite."

Send Message

Update tax information for new vendor records

"Find new vendors in the 'Vendors' solution and verify their tax ID status against the finance database."

Send Message

Send payment reminders for overdue project invoices

"Find unpaid invoices in SmartSuite that are past 30 days and draft a polite reminder email."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a SmartSuite AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try SmartSuite AI Agent

🛸 Autopilot

Act on your project data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, update related records, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New record is created in SmartSuite

Describe...

1. Route new project requests to the right team

WhenNew record is created in SmartSuite

Then

Analyse the request type, check the team capacity in the 'Resources' solution, and assign the record to the most available manager.

Put on Autopilot

2. Flag high-priority tasks for immediate attention

WhenNew record is created in SmartSuite

Then

If the task priority is 'Critical', post an alert to the #urgent Slack channel with the project name and owner.

Put on Autopilot

3. Update project status when milestone is reached

WhenRecord is updated in SmartSuite

Then

If the milestone is marked 'Complete', update the parent project status to 'Progressing'.

Put on Autopilot

4. Daily summary of all new project records

WhenEvery day at 09:00 AM

Then

Pull all records created in the last 24 hours and send a summary email to the leadership team.

Put on Autopilot

5. Verify new vendor compliance automatically

WhenNew record is created in SmartSuite

Then

Check the vendor's documentation status and update the record to 'Verified' if all files are present.

Put on Autopilot

1. Notify stakeholders of project delays

WhenRecord is updated in SmartSuite

Then

If the due date is pushed back, email the client with the new timeline and reason.

Put on Autopilot

2. Assign tasks based on skill matching

WhenNew record is created in SmartSuite

Then

Match the task requirements with employee skills and assign the best fit.

Put on Autopilot

3. Log time entries from project updates

WhenRecord is updated in SmartSuite

Then

Extract the time spent from the update comment and log it in the 'Timesheets' solution.

Put on Autopilot

4. Send weekly progress reports to clients

WhenEvery Friday at 04:00 PM

Then

Summarise project progress and email the client contact.

Put on Autopilot

5. Detect scope creep in project tasks

WhenRecord is updated in SmartSuite

Then

Compare the current task description with the original scope and flag discrepancies.

Put on Autopilot

1. Welcome new clients to their project portal

WhenNew record is created in SmartSuite

Then

Send a welcome email with links to their project dashboard and onboarding guide.

Put on Autopilot

2. Log support ticket volume in client records

WhenNew ticket is created in Zendesk

Then

Increment the 'Ticket Count' field in the client's SmartSuite record.

Put on Autopilot

3. Alert team of negative client feedback

WhenNew entry is received in Typeform

Then

If the feedback score is low, post to Slack and create a follow-up task in SmartSuite.

Put on Autopilot

4. Update renewal status for expiring contracts

WhenEvery Monday at 08:00 AM

Then

Check for contracts expiring in 60 days and update the status to 'Renewal Pending'.

Put on Autopilot

5. Sync meeting notes to client history

WhenNew record is created in SmartSuite

Then

Add the meeting summary as a note in the client's 'History' solution.

Put on Autopilot

1. Categorise new feature requests

WhenNew record is created in SmartSuite

Then

Read the request and assign it to the 'UI', 'Backend', or 'Mobile' category.

Put on Autopilot

2. Notify product team of release delays

WhenRecord is updated in SmartSuite

Then

If a release task is delayed, post an update to the #product Slack channel.

Put on Autopilot

3. Archive old product ideas automatically

WhenEvery month on the 1st

Then

Find ideas older than 1 year and move them to the 'Archive' solution.

Put on Autopilot

4. Sync user research from email to SmartSuite

WhenNew email is received in Gmail

Then

Extract the research insights and add them to the 'Product Insights' solution.

Put on Autopilot

5. Flag duplicate feature requests

WhenNew record is created in SmartSuite

Then

Check if a similar request exists and link the new record to the original.

Put on Autopilot

1. Flag unpaid invoices past due date

WhenEvery day at 09:00 AM

Then

Find invoices past their due date and update the status to 'Overdue'.

Put on Autopilot

2. Notify finance of new project budget

WhenNew record is created in SmartSuite

Then

Send an email to the finance team with the project value and budget.

Put on Autopilot

3. Sync expense reports to project records

WhenNew record is created in SmartSuite

Then

Link the expense report to the correct project based on the project ID.

Put on Autopilot

4. Alert on budget overruns

WhenRecord is updated in SmartSuite

Then

If expenses exceed budget, send an alert to the project manager.

Put on Autopilot

5. Monthly audit of vendor payments

WhenEvery month on the 30th

Then

Generate a report of all payments made and compare against the 'Vendors' solution.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

SmartSuite

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Project Request Playbook

FormCollect data with form

1. Enter Request Details

Enter Request Details

Fill fields below 👇

Project Name *

Description *

Priority *

AI AgentExecute agent from playbook

2. Analyse Requirements

Agent

Analyse the project {{Description}} to determine scope and technical requirements.

AI AgentExecute agent from playbook

3. Check Team Capacity

Agent

Check the 'Resources' solution in SmartSuite to find a manager with availability for a project of {{Priority}} level.

Complete in a clickSend data to 1500+ apps

4. Add to SmartSuite

Create RecordinSmartSuite

5. Notify Team in Slack

Send MessageinSlack

Project Request Playbook

Qualify new project requests and assign them to the right team.

Clone This Playbook

Vendor Onboarding Playbook

Verify new vendors and set them up in your finance solution.

Clone This Playbook

Meeting Summary Playbook

Extract action items from meeting notes.

Clone This Playbook

Project Budget Review Playbook

Check project spend against budget.

Clone This Playbook

Resource Allocation Playbook

Balance team workload.

Clone This Playbook

Risk Management Playbook

Identify and mitigate project risks.

Clone This Playbook

Milestone Review Playbook

Review progress against milestones.

Clone This Playbook

Task Dependency Playbook

Map task dependencies.

Clone This Playbook

Team Capacity Playbook

Manage team capacity.

Clone This Playbook

Project Closure Playbook

Archive completed projects.

Clone This Playbook

Client Onboarding Playbook

Onboard new clients.

Clone This Playbook

Renewal Playbook

Manage client renewals.

Clone This Playbook

Feedback Loop Playbook

Handle client feedback.

Clone This Playbook

Health Score Playbook

Update client health scores.

Clone This Playbook

Support Sync Playbook

Sync support data.

Clone This Playbook

Feature Request Playbook

Process feature requests.

Clone This Playbook

Release Notes Playbook

Generate release notes.

Clone This Playbook

Bug Triage Playbook

Triage product bugs.

Clone This Playbook

Research Sync Playbook

Sync research insights.

Clone This Playbook

Backlog Grooming Playbook

Groom product backlog.

Clone This Playbook

Invoice Reconciliation Playbook

Reconcile project invoices.

Clone This Playbook

Budget Alert Playbook

Alert on budget overruns.

Clone This Playbook

Revenue Forecast Playbook

Generate revenue forecast.

Clone This Playbook

Vendor Verification Playbook

Verify vendor tax ID.

Clone This Playbook

Payment Reminder Playbook

Send payment reminders.

Clone This Playbook

1500+ App Integrations

Connect SmartSuite + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New record is created in SmartSuite

Then

Recurring Work on autopilot

Autopilot

Project Onboarding

Enter client details

Create solution records

Notify team via Slack

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

SmartSuite

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About SmartSuite AI Agent

It is an autonomous agent that connects to your SmartSuite solutions and executes tasks like updating records, managing project status, and syncing data across your other apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for SmartSuite

Turn your SmartSuite data into decisions and actions

Catch up on every project record that missed a deadline last week

Find and merge duplicate contact records in your CRM solution

Extract action items from meeting notes in your project solution

Generate a weekly summary of all active project changes

Sync missing budget data from your finance spreadsheet

Got a different task in mind? Describe it

Identify project bottlenecks based on task status

Update project timelines based on team availability

Compile a list of risks flagged in project reports

Map project dependencies across different solutions

Resource allocation check for the upcoming month

Got a different task in mind? Describe it

Review client health scores and flag at-risk accounts

Draft follow-up emails for clients with pending renewals

Sync support ticket trends into project updates

Prepare client briefing documents for upcoming meetings

Update client feedback logs from survey responses

Got a different task in mind? Describe it

Prioritise feature requests based on customer demand

Create release notes from finished development tasks

Clean up the product backlog of stale ideas

Sync bug reports from your tracking tool to SmartSuite

Summarise user research findings into a design brief

Got a different task in mind? Describe it

Reconcile project invoices with completed milestones

Flag expenses that exceed project budget limits

Prepare a monthly revenue forecast report

Update tax information for new vendor records

Send payment reminders for overdue project invoices

Got a different task in mind? Describe it

How Does a SmartSuite AI Agent Work

Act on your project data the moment it changes — with agents on autopilot

1. Route new project requests to the right team

2. Flag high-priority tasks for immediate attention

3. Update project status when milestone is reached

4. Daily summary of all new project records

5. Verify new vendor compliance automatically

1. Notify stakeholders of project delays

2. Assign tasks based on skill matching

3. Log time entries from project updates

4. Send weekly progress reports to clients

5. Detect scope creep in project tasks

1. Welcome new clients to their project portal

2. Log support ticket volume in client records

3. Alert team of negative client feedback

4. Update renewal status for expiring contracts

5. Sync meeting notes to client history

1. Categorise new feature requests

2. Notify product team of release delays

3. Archive old product ideas automatically

4. Sync user research from email to SmartSuite

5. Flag duplicate feature requests

1. Flag unpaid invoices past due date

2. Notify finance of new project budget

3. Sync expense reports to project records

4. Alert on budget overruns

5. Monthly audit of vendor payments

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Project Request Playbook

Vendor Onboarding Playbook

Meeting Summary Playbook

Project Budget Review Playbook

Resource Allocation Playbook

Risk Management Playbook

Milestone Review Playbook

Task Dependency Playbook

Team Capacity Playbook

Project Closure Playbook

Client Onboarding Playbook

Renewal Playbook

Feedback Loop Playbook

Health Score Playbook

Support Sync Playbook

Feature Request Playbook

Release Notes Playbook

Bug Triage Playbook

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About SmartSuite AI Agent