Smartsheet

生产力

通过对话管理 Smartsheet 表格与项目数据

• 查询表格数据、更新行内容，无需打开应用
• 追踪项目里程碑和关键路径
• 将 Smartsheet 数据与报告和通知自动同步

功能概览

Smartsheet 集成通过 Neotask 为 Neotask 提供 34 项操作，覆盖 Smartsheet 环境的各个层面。

领域	操作	功能说明
工作表	获取、按 URL 获取、获取版本、获取单元格历史、获取行、更新行、添加行、删除行、获取位置、复制、创建	从创建到行级数据管理的完整工作表生命周期
搜索	搜索工作表、在工作表/按 URL 中搜索、按 ID/URL 查找分配给我的任务、搜索文件夹、工作空间、报告、仪表板	在整个 Smartsheet 账户中查找任何内容
讨论	按工作表/行获取、创建工作表讨论、创建行讨论	锚定到工作表和行的线程对话
文件夹	获取、创建、创建工作空间文件夹	组织您的工作表库存
工作空间	获取全部、获取、创建	管理顶层工作空间容器
更新请求	创建	向协作者发送定向数据收集请求
用户	获取当前、获取用户、列出用户	访问账户和团队成员数据

每项操作均可自主运行或需要您的审批--由您决定。

试试这样问

• "为此列表中的每个任务在'项目追踪'工作表中添加新行，状态设为'未开始'"
• "我目前在哪些工作表上有分配的工作？"
• "将'预算'工作表中状态列为'待审批'的所有行更新为'已批准'"
• "在所有工作表中搜索提到'供应商合同续签'的内容"
• "在'发布清单'工作表第 15 行创建讨论：'法律审核完成，可以发布'"
• "将'Q3 项目模板'工作表复制到'运营'工作空间"
• "向 Sarah 发送更新请求，让她填写'营销任务'工作表中的完成日期"
• "获取第 3 行'预算已批准'字段的单元格历史--显示所有变更"

专业提示

• 使用更新请求从利益相关者收集数据，无需给他们完整的工作表访问权限--您的 Agent 创建请求，他们填写自己的字段
• 安排每晚行审计：您的 Agent 检查缺失的必填字段、逾期日期和不一致的状态值
• 在关键运营工作表中，行删除的审批门控可防止意外数据丢失
• 多 Agent 团队在跨部门 Smartsheet 环境中表现出色--每个工作空间一个 Agent 保持职责清晰
• 将 Smartsheet 与 CRM 配对，让交易里程碑自动更新项目追踪行

Plans

Works Well With

• Databricks - Connect Context7 and Google Classroom with Neotask to deliver accurate, version-specific documentation directly into cou...
• Figma - Connect Figma and Smartsheet to sync design assets with project tracking. Automate handoffs, keep teams aligned, and shi...
• Fireflies.ai - Connect Fireflies and Smartsheet with Neotask to turn meeting transcripts into tracked project tasks automatically. Stre...
• Google Chat - Connect Google Chat and Smartsheet with Neotask to stream project updates, automate smartsheet notifications google chat...
• Google Meet - Connect Google Meet and Smartsheet with Neotask to automate meeting project tracking, sync video call outcomes to sheets...
• Google Sheets - Stop choosing between Google Sheets and Smartsheet. Neotask syncs your spreadsheet data and project management sheets so...
• HubSpot - Connect HubSpot and Smartsheet with Neotask. Automatically sync deals, contacts, and pipeline stages to Smartsheet rows ...
• Hunter - Connect Hunter and Smartsheet with Neotask to automate lead prospecting, sync verified contacts, and manage outreach tra...
• Intercom - Connect Intercom and Smartsheet with Neotask to automate customer support project management, sync tickets to rows, and ...
• Jenkins - Connect Jenkins CI/CD pipelines to Smartsheet with Neotask. Track builds, update project rows, and sync pipeline status ...
• JotForm - Connect JotForm and Smartsheet with Neotask to automatically sync form submissions into rows, track responses, and manag...
• Linear - Connect Linear and Smartsheet with Neotask to sync issues, track development work in spreadsheets, and automate project ...
• LunarCrush - Connect LunarCrush social sentiment data to Smartsheet. Automate your crypto portfolio spreadsheet with real-time engage...
• Mercury - Connect Mercury banking with Smartsheet project management using Neotask. Automate treasury project tracking, align spen...
• Microsoft 365 - Connect Microsoft 365 and Smartsheet with Neotask to automate row updates, sync calendars, and streamline work managemen...
• Netlify - Connect Netlify and Smartsheet with Neotask to automate deployment tracking, project updates, and team workflows without...
• NetSuite - Connect NetSuite ERP with Smartsheet to sync sales orders, inventory, and financial records directly into your project t...
• Notion - Stop choosing between Notion and Smartsheet. Use Neotask to keep your wiki, databases, and project management sheets in ...
• PagerDuty - Connect PagerDuty and Smartsheet with Neotask to automate incident tracking, on-call scheduling, and project updates acr...
• Pipefy - Connect Pipefy and Smartsheet with Neotask to keep process workflows and project plans in sync — automatically move card...
• S3 - Connect Amazon S3 and Smartsheet with Neotask to automate file management, sync project assets, and keep your work manag...
• Vercel - Connect Smartsheet and Vercel with Neotask to automate deployments, track project progress, and sync dev workflows with ...
• WhatsApp - Connect Smartsheet and WhatsApp with Neotask to deliver instant project updates, task notifications, and team alerts dir...
• Wix - Sync QuickBooks customers with ActiveCampaign contacts. Automate invoice follow-ups, payment-triggered emails, and accou...

更多 生产力 集成

• Google Tasks - Neotask 通过 Neotask 管理您的 Google Tasks--无需切换应用或丢失上下文即可创建、优先排序和完成待办事项。
• Dart - Neotask 通过 Neotask 管理您的 Dart 项目工作区--通过对话创建任务、编写文档和组织工作，让团队专注于执行。
• Baserow - Neotask 通过 Baserow 和 Neotask 运行您的数据库和电子表格操作--通过对话而非电子表格界面创建表格、管理记录并查询数据。
• Access Approval MCP server - Access Approval MCP server connects to Neotask so an agent can act on your behalf instead of you doing it by hand.
• Audible - Audible is Amazon's audiobook service, and Neotask's agent uses its catalog to recommend something to listen to based on genre, mood, or…
• Lusha - Building a lead list usually means running searches across a B2B database and manually enriching each contact.

Explore: Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs