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Knowledge / Intranet

Smartsheet AI Integration

Connect Smartsheet to BeforeQuery for grounded AI answers and agent actions across Knowledge / Intranet.

Connect Smartsheet
What is it?

About Smartsheet

Smartsheet is one of the Knowledge / Intranet platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Smartsheet

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Knowledge / Intranet and select Smartsheet.

  2. Step 02

    Sign in to Smartsheet with an account that has permissions to grant BeforeQuery the Knowledge / Intranet scopes required.

  3. Step 03

    Confirm the connection. Smartsheet is now available as a source and action target for every playbook in your workspace.

Explore

Related integrations

A
Airtable

Airtable is one of BeforeQuery's Knowledge / Intranet integrations. Connect it once and every agent in your workspace can read, reason over, and act on Airtable data with your policies + audit trail.

C
Coda

Coda is one of BeforeQuery's Knowledge / Intranet integrations. Connect it once and every agent in your workspace can read, reason over, and act on Coda data with your policies + audit trail.

D
Document360

Document360 is one of BeforeQuery's Knowledge / Intranet integrations. Connect it once and every agent in your workspace can read, reason over, and act on Document360 data with your policies + audit trail.

How BeforeQuery uses Smartsheet

What the agent does with your Smartsheet connection

  • 01

    Index every Smartsheet page, article, and space into the Knowledge Base for grounded AI answers.

  • 02

    Auto-sync on Smartsheet updates so answers reflect the latest published content.

  • 03

    Respect Smartsheet space + page permissions — sensitive knowledge stays scoped.

  • 04

    Draft new Smartsheet content from playbooks — meeting notes, policy updates, incident post-mortems file directly into the right space.

Use cases

What teams actually do with the Smartsheet integration

Grounded Q&A from Smartsheet

Employees ask "how do we handle X?" — BeforeQuery answers from the exact Smartsheet page that documents it, with a link to the source. Faster than opening Smartsheet and searching manually; more accurate than a stale mental model.

Content freshness monitoring

BeforeQuery flags Smartsheet pages that answer FAQs but haven't been touched in > 6 months, or that contradict other pages, or that get low click-through from search. Docs team gets a triage list, not a "everything is stale" panic.

Meeting notes to Smartsheet

From a transcript or meeting recording, BeforeQuery drafts structured notes (decisions, action items, follow-ups) and files them into the right Smartsheet space with correct tags + attendees. Author confirms, publishes.

Answer questions grounded in Smartsheet

Employees and customers ask Smartsheet-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Smartsheet record shown alongside the response. No context switching, no "log into Knowledge / Intranet to check" round-trips.

Smartsheet — Frequently Asked Questions

Common questions about connecting BeforeQuery to Smartsheet.

Yes. Retrieval respects the asking user's Smartsheet permissions; users only see answers from pages they can already open. Permission changes propagate on next sync (typically < 5 min).
Standard OAuth 2.0 where Smartsheet supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Smartsheet data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Smartsheet integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Smartsheet objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Smartsheet for real.

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