Cross-vertical

Automate Smartsheet with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Smartsheet. It runs 6 supported actions in Smartsheet, including row updated, add row, and update row, and connects it to Airtable, Monday, and Google Sheets. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Smartsheet integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Smartsheet and every tool it touches, including the screens with no API.

Supported actions6

New rowTriggers when a new row is added to a sheet.
Row updatedTriggers when an existing row is modified.
Add rowAppend a new row to a sheet with cell values.
Update rowModify cells in an existing row.
Find rowSearch a sheet by text or column value.
Attach file to rowAdd a file or URL to a row.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Smartsheet API?Visit smartsheet.com

How to automate Smartsheet

Connect Smartsheet to Caddi
Allow
1Sign in to Smartsheet
One click with your own Smartsheet login. No API keys.
Automate intake PDF filing in Smartsheet.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Smartsheet

Why teams automate Smartsheet

Smartsheet is where ops actually run for many firms. Caddi AI Agents keep trackers in lockstep with email, your CRM, and storage so the sheet stays useful.

Smartsheets get stale fast. Caddi keeps them current automatically, including data extracted from upstream PDFs and email.

Loops Caddi runs against Smartsheet

Intake PDF Filing
Real customer flow
Caddi extracts client and contract details from intake PDFs, renames and files them to the right submissions folder, and updates the submission tracker.
Creates consistent file naming, reduces manual tracking work, and keeps records up to date.
Email-to-row
Recommended pattern
Caddi reads inbound request emails and adds the structured row to the right Smartsheet with linked records and the right owner.
Sheet ↔ CRM sync
Recommended pattern
Caddi keeps a slice of CRM data mirrored into Smartsheet and writes any updates back to the source.
Status-change notification
Recommended pattern
When a Smartsheet row changes state, Caddi notifies the right channel in Slack or Teams with full context.

Where professional services teams use it

Inbound triage
Watch Smartsheet for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Smartsheet in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Smartsheet alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Smartsheet update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Smartsheet

Does Caddi have a real Smartsheet integration?

Yes. Caddi runs verified code against Smartsheet's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Smartsheet is reviewed before it runs in production.

Do I need engineering help to automate Smartsheet with Caddi?

No. You demonstrate the workflow, clicking through Smartsheet the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Smartsheet data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Smartsheet, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Smartsheet to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Smartsheet, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Smartsheet?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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