Smartsheet integration
Arkeo agents for Smartsheet
Arkeo agents work in Smartsheet alongside your team. They set up new client sheets from your template, track month-end work for each client, chase clients for missing documents, check who has too much work, and write the weekly status update.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Smartsheet
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Spots a signed client in your CRMas it happens
- ✓Creates the client sheet from your template, with owners and datessame day
- ✓Posts the kickoff to your teamright away
New clients start on day one, not next week.
Smartsheet
HubSpot
Slack- ✓Checks each client's month-end rowsevery day
- ✓Asks the owner for an update on late rowssame day
- ✓Tells the manager which clients are at riskright away
Late client work gets caught before the deadline.
Smartsheet
Microsoft Teams- ✓Finds rows waiting on client documentsevery day
- ✓Sends the client a reminderon time
- ✓Marks the row when the file comes inright away
Clients send what you need without your team chasing.
Smartsheet
Outlook- ✓Counts open work for each personevery Monday
- ✓Finds who has too much due this weekevery Monday
- ✓Sends the list to your managerMonday morning
Spread the work before someone falls behind.
SmartsheetSlack- ✓Pulls what got done, what is late and what is nextevery Friday
- ✓Writes the status update for each clientevery Friday
- ✓Sends it to your teamFriday afternoon
Status updates written without a meeting.
SmartsheetSlackOutlookWorks with the rest of your software
Agents carry the work from Smartsheet into the other software your team uses, so nothing waits for someone to copy it over.
Gmail
Excel
Google Drive
SalesforceBusinesses that run on Smartsheet
How it connects
You make the key in your own Smartsheet account. Nothing to install on your computers, and nothing to wait for.
Where
In Smartsheet, select your Account icon, then Personal Settings, then API Access. Click Generate new access token and copy it.
Who can do it
The person whose sheets the agents will work in. Smartsheet suggests a shared account for this, not a staff member's own login.
Plan
Smartsheet Business, Enterprise, or Advanced Work Management.
Agents can see
- Sheets, rows and due dates
- Reports and dashboards
- Comments and attachments
- Who owns each row
Agents can change
- Rows and cell values
- New sheets from your templates
- Comments on rows
Agents can't
- Open sheets not shared with the account that made the token.
- Sign in with a staff password. The agents use their own token.
- Get back in after you revoke the token.
What this looks like at your business
Month-end workLate rows followed up with the owner. Clients at risk sent to the manager.
Designed for firms that run client work in SmartsheetClient documentsMissing files found and the client sent a reminder.
Designed for firms that run client work in SmartsheetStatus updatesWhat got done, what is late and what is next, sent to your team.
Designed for firms that run client work in SmartsheetIs this you?
- You track client work in Smartsheet
- Your team chases late rows or client documents by hand
- You want to take on more clients without more staff
✕A solo practice with a few clients: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your sheets?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Smartsheet
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client files never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a certain Smartsheet plan?
Yes. The API needs Business, Enterprise, or Advanced Work Management.
Will the agents change my sheets?
They make the changes your process allows, like adding a comment or marking a row done, and send the rest to your team.
Can I turn it off?
Yes. Revoke the access token in Smartsheet and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.