# Smartsheet AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Smartsheet in one click via OAuth and helps you plan, assign, and track project tasks, running 27 Smartsheet actions for you like Search, Get Row, and Move Rows. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Smartsheet and reports back. Setup takes about two minutes. - Tool: Smartsheet - Category: Productivity - Connection: One-click OAuth - Actions available: 27 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/smartsheet ## What can you ask Viktor to do in Smartsheet? - "Create tasks in Smartsheet from the action items in this thread." - "Summarize what changed in Smartsheet this week and post it here every Friday." - "Find the tasks in Smartsheet that are overdue and draft a status update." - "Keep Smartsheet in sync with our roadmap and flag anything at risk." ## What can Viktor do in Smartsheet? (27 actions) - **Update Sheet** - Update a sheet's properties such as its name. Use List Sheets to find the sheet ID first. - **Update Row** - Update one or more rows in a sheet by row ID. Accepts column NAMES as keys — resolves to column IDs internally. Call Get Sheet or List Columns to find row IDs and column names. Each object needs a rowId plus column name/value pairs: [{"rowId": 123456, "Status": "Done", "Priority": "High"}]. - **Update Column** - Update a column's title, type, or position in a sheet. Use List Columns to find the column ID and current properties before updating. Note: some type conversions may cause data loss. - **Search** - Full-text search across all sheets or within a specific sheet. Returns matching rows, cells, and sheet names with context. To find a sheet by name, use List Sheets instead — this tool searches content within sheets. Provide a sheetId to scope the search to a single sheet, or omit it to search globally. - **New Sheet From Template** - Creates a new sheet from a template. Requires either a workspace or folder destination. Use List Workspace Templates to find template IDs. Use List Workspace Options to find workspace IDs. Use List Folder Options to find folder IDs. , Create in workspace. - **Move Sheet** - Move a sheet to a different workspace, folder, or home. The sheet is removed from its current location. As of 2025-12-23, destinationType is required. Use List Sheets to find the sheet ID. To copy a sheet instead (keeping the original), use Copy Sheet. - **Move Rows** - Move one or more rows from a source sheet to a destination sheet. WARNING: Rows are permanently removed from the source sheet. Cell values, formatting, and attachments are transferred. The destination sheet must have compatible columns. Use Get Sheet to find row IDs in the source sheet. To copy rows instead (keeping them in the source), use Copy Rows. - **List Workspace Templates** - Lists templates available in your workspaces. Use this to find template IDs for New Sheet From Template. - **List Workspace Options** - Retrieves available options for the Workspace field using token-based pagination. - **List Template ID Options** - Retrieves available options for the Template ID field. - **List Sheets** - List all sheets the authenticated user can access, with name, ID, creation/modification dates, owner, and permalink. Use this to find sheet IDs before calling Get Sheet, Add Row to Sheet, Update Row, Delete Rows, Copy Sheet, or Move Sheet. To search sheets by content rather than listing them, use Search instead. - **List Sheet Options** - Retrieves available options for the Sheet field. - **List Folder Options** - Retrieves available folder options from a workspace. - **List Columns** - List all columns in a sheet, returning each column's ID, title, type, options (for PICKLIST/CONTACTLIST), validation, and position index. This is lighter-weight than Get Sheet when you only need the column schema and not row data. Use this before Add Row to Sheet or Update Row to discover column names and types. For full sheet data including rows, use Get Sheet instead. - **Import Sheet** - Import a CSV or XLSX file as a new Smartsheet sheet in a workspace or folder. The file's first row becomes column headers by default (adjust with Header Row Index). You must provide either a Workspace ID or Folder ID — the home-level import endpoint is deprecated. Supported formats: CSV (.csv) and Excel XLSX (.xlsx). Use List Sheets to verify the sheet was created after import. - **Get Sheet** - Get a sheet's full structure: column definitions (name, type, options, ID), all rows with cell values, and sheet metadata. This is the primary schema discovery tool — call it BEFORE Add Row to Sheet or Update Row to learn column names, types, and IDs. Returns rows with cell values keyed by column name for readability. For a lightweight column-only view, use List Columns instead. - **Get Row** - Retrieve a single row from a sheet by row ID, with cell values keyed by column name instead of column ID. Returns a human-readable object like {"Species": "Velociraptor", "Status": "Monitoring"} plus row metadata. When a cell has a displayValue (formatted date, contact name), that is returned instead of the raw value. Use Get Sheet or Search to find row IDs. To update a row after reading it, use Update Row. - **Get Current User** - Get the authenticated user's identity — returns user ID, email, first/last name, and account details. Use this when the user says 'my sheets' or 'my account' to identify the owner. - **Email Sheet** - Send a sheet as an email attachment to one or more recipients. The sheet can be sent as PDF, Excel, or PDF Gantt format. Use List Sheets to find the sheet ID. - **Delete Sheet** - Permanently delete a sheet. This is irreversible — all data, rows, and columns are destroyed. Use List Sheets to find the sheet ID first. - **Delete Rows** - Delete one or more rows from a sheet by row ID. This is permanent and cannot be undone. Use Get Sheet or Search to find row IDs first. - **Delete Column** - Permanently delete a column from a sheet. WARNING: This is irreversible — all cell data in the column is permanently destroyed. Use List Columns to find the column ID before deleting. Consider using Get Sheet to review the column's data before deletion. - **Create Sheet** - Create a new blank sheet with column definitions in a workspace or folder. Columns array defines the schema — each column needs a title and type. Supported column types: TEXTNUMBER, DATE, DATETIME, CONTACTLIST, CHECKBOX, PICKLIST, DURATION, PREDECESSOR, ABSTRACTDATETIME. For PICKLIST columns, include an options array with the valid values. You must provide either a Workspace ID or Folder ID — the home-level create endpoint is deprecated. Use List Sheets to verify the sheet was created. - **Copy Sheet** - Copy an existing sheet to a new location. Creates a complete duplicate including all rows, columns, formatting, and attachments. Specify a destination workspace or folder, or omit both to copy to the user's home (Sheets folder). Returns the new sheet's ID and permalink. Use List Sheets to find the source sheet ID. To move a sheet instead (removing it from the original location), use Move Sheet. - **Copy Rows** - Copy one or more rows from a source sheet to a destination sheet. The rows remain in the source sheet and are duplicated in the destination. Cell values, formatting, and attachments are copied. The destination sheet must have compatible columns. Use Get Sheet to find row IDs in the source sheet. To move rows instead (removing them from the source), use Move Rows. - **Add Row to Sheet** - Add one or more rows to a sheet. Accepts column NAMES as keys — resolves to column IDs internally. Call Get Sheet or List Columns first to learn column names. Pass rows as a JSON array of objects mapping column names to values: [{"Task": "Review doc", "Status": "Open"}]. For a single row, pass a one-element array. - **Add Column** - Add a new column to a sheet. Specify the column title, type, and optionally the position and picklist options. For PICKLIST columns, provide the options array with valid values. Use List Columns to see existing columns before adding. ## How does Viktor work with Smartsheet? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Smartsheet with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Smartsheet actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Smartsheet AI agent? A Smartsheet AI agent is an AI that connects to your Smartsheet account and completes work in it - it doesn't just answer questions about Smartsheet, it takes the actions. Viktor is that agent: an AI employee that works in Smartsheet on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Smartsheet actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Smartsheet Dynamic work & collaboration software ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Smartsheet actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Smartsheet? Yes. Smartsheet is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Smartsheet from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Smartsheet to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Smartsheet, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Smartsheet? Viktor can run 27 Smartsheet actions, including Search, Get Row, and Move Rows - and chain them with other tools in a single request. In practice that means Viktor helps you plan, assign, and track project tasks. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Smartsheet? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Smartsheet actions to take, runs them, and reports back. ### Is my Smartsheet data secure with Viktor? Yes. Viktor connects to Smartsheet in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Smartsheet integration cost? Nothing extra - every integration, including Smartsheet, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Smartsheet together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Smartsheet, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Smartsheet together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Asana](https://viktor.com/integrations/asana) - [Basecamp](https://viktor.com/integrations/basecamp) - [Monday.com](https://viktor.com/integrations/monday-com) - [Jira](https://viktor.com/integrations/jira) - [Linear](https://viktor.com/integrations/linear) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.