Category
Healthcare
Built by
Beam.ai
Smartsheet is a work management platform used by operations and portfolio teams to manage sheets, rows, cells, reports, and approvals. Beam agents can read those records, apply an approved rule, create or update the next record, and route exceptions for review. Start with an event such as a row or approval status changes, then confirm account permissions and connector availability before moving it into production
What the Smartsheet integration does
Smartsheet is a work management platform used by operations and portfolio teams to manage sheets, rows, cells, reports, and approvals. In Beam, it becomes a controlled action point: agents can retrieve the context they need, make an approved update, and hand unusual cases to a person. The exact objects and permissions depend on the connector configuration, so use the capability evidence in the migration record when defining a workflow.
How Beam agents use Smartsheet
A workflow starts with an event such as a row or approval status changes. The agent checks sheets, rows, cells, reports, and approvals in Smartsheet, applies the workflow rule, performs the permitted update, and records the result. If the data is incomplete or the requested action falls outside the connector's permissions, the agent routes the case for review instead of guessing.
Example workflows
When a row or approval status changes, a Beam agent reads sheets, rows, cells, reports, and approvals in Smartsheet, updates the next record, and routes exceptions to the responsible owner.
When a workflow request arrives, a Beam agent retrieves sheets, rows, cells, reports, and approvals from Smartsheet, applies the agreed rule, and records the outcome for operations and portfolio teams.
After a status, approval, or delivery event changes, a Beam agent checks sheets, rows, cells, reports, and approvals in Smartsheet, sends the next notification, and leaves an auditable handoff.
Operational value
Fewer manual handoffs between Smartsheet and the systems around it.
A clearer audit trail for sheets, rows, cells, reports, and approvals and exception handling.
More consistent movement from a row or approval status changes to the next owner or system.
Before you build
Confirm the supported sheets, rows, cells, reports, and approvals, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: the agent should pause and route a case when required data or permissions are missing.
