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ClickRuntime

Automate Smartsheet

Smartsheet holds project plans, request queues and budgets, and the rows in them change all day. Automations here email you new requests the moment they land, flag rows that slipped past their due date, and keep a weekly copy of a sheet you can't afford to lose. Tell your AI assistant which sheet and which columns matter, review the plan it proposes, and from then on it runs by itself.

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Try asking

Create a ClickRuntime automation: whenever someone adds a row to my Smartsheet 'Requests' sheet, email me the requester, request type, due date and description from that row.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Smartsheet

New and edited rows reported as they happen, overdue work grouped by owner, and a regular backup of the sheets you rely on. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Get new Smartsheet rows by email

Each time a row is added to the sheet, you get an email with every cell value in it.

See how it works
The moment it happens

See row changes from Smartsheet in Slack

When a row in your tracker is edited, a Slack post shows which cells changed and what they were before.

See how it works
On a schedule

Email yourself a weekly copy of a sheet

Every Monday you receive an export of the sheet, so you always have last week's version on hand.

See how it works
On a schedule

Get a Monday list of overdue rows by owner

Once a week, one email lists every unfinished row past its due date, grouped under the person it's assigned to.

See how it works
On a schedule

Post rows due in the next 3 days to Slack

Each weekday morning your team sees what's due soon, with links to the rows, before anything slips.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Smartsheet, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Smartsheet automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Smartsheet should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, check my Project Plan sheet in Smartsheet and flag rows whose End Date has passed while % Complete is under 100.

When a row in my Smartsheet Requests sheet gets Status Approved, post the request name and owner in #ops on Slack.

Every Friday, copy my Smartsheet Budget rows over 90 percent spent to my Alerts sheet in Google Sheets and email the owners through Gmail.

Beyond chat

Have Smartsheet work when you're not in the chat

Connecting Smartsheet to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Smartsheet

Smartsheet connects with a personal API access token that you generate in your own Smartsheet account. ClickRuntime can reach the sheets that your account can open.

Smartsheet

Work management / Spreadsheets

  1. In Smartsheet, open your account's API access settings and generate a new access token.
  2. Copy the token and keep it private; it acts with your account's permissions.
  3. If your account is on Smartsheet Gov or the Europe region, create the token in that environment, since tokens don't carry across.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Smartsheet.

Good to know

Smartsheet limits that affect automations

  • Smartsheet Gov and Smartsheet Regions Europe are separate environments, each needing its own token.
  • A token reaches only sheets the account that created it can access, so share a sheet with that account before automating it.
  • Row alerts that fire the moment something happens rely on a Smartsheet webhook on the sheet; scheduled digests and backups simply read the sheet on their timetable.

FAQ

Questions about automating Smartsheet

Which sheets can ClickRuntime read?
The ones your Smartsheet account can open with the token you created. The ready automations only read rows and columns; none of them edit or delete your data.
How fast do I hear about a new or edited row?
Straight away. A webhook on the sheet tells ClickRuntime when a row is created or a cell changes, and it then fetches the row and sends you its values or what changed.
How does it know which column is the due date or status?
You name the columns in your request, like Due Date, Status or Assigned To. On the first run it looks up those column IDs by their titles and uses them from then on.
Is AI used for these Smartsheet automations?
Not for the ones listed here; filtering by date and status and grouping by owner is plain logic. If you ask for a written summary, the AI included in every ClickRuntime plan handles it, with no AI key of your own.
Can I use it with a Smartsheet account in Europe?
Yes, as long as the token comes from your Europe-region account. A token from the main US environment won't work there.
Is this a Smartsheet connector for ChatGPT or Claude?
Not for chatting with Smartsheet data. A chat connector lets your assistant read and change Smartsheet while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Smartsheet event.

Related pages

Keep exploring

Tell your assistant what Smartsheet should do

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