Smartsheet + Thoughtly
Project- and ops-grade data flowing into and out of voice agents.
Smartsheet is where ops, PMO, and enterprise project teams operate. Thoughtly drops a voice agent on top of those sheets without rebuilding the data model. Update statuses, trigger follow-up calls, capture stakeholder feedback — all from inside Smartsheet's grid, Gantt, or card views.
Use cases skew toward enterprise ops: vendor outreach, project stakeholder calls, compliance follow-ups, and large recurring campaigns where Smartsheet is the canonical record. The integration respects sheet permissions, hierarchy, and cell-level locking.
Workflows in Smartsheet's automation builder can include Thoughtly as a step. The result writes back to specific cells, columns, and child rows. Reports and dashboards built on Smartsheet stay accurate without anyone touching them.
Common use cases
- Enterprise ops campaigns driven from Smartsheet
- Vendor and stakeholder outreach with structured follow-up
- Compliance and audit-style call workflows
- Project status capture via voice agent
- Trigger calls from Smartsheet Automations
- Update dashboards and reports in real time
Why connect Smartsheet to Thoughtly
The integration is bidirectional, real-time, and runs on every Thoughtly plan. Here's what teams using Smartsheet get out of the box.
- Make Smartsheet the source of truthThoughtly never duplicates state. Smartsheet stays the system of record; Thoughtly is the voice surface that reads and writes to it.
- Real-time, while the call is liveUpdates land in Smartsheet during the call, not after. Reps watching the pipeline see new state immediately.
- Owner-aware and rules-awareWhatever ownership, routing, and assignment rules you've set in Smartsheet, Thoughtly inherits. No re-implementing logic.
- Setup measured in minutes, not weeksOAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand.
Triggers and actions
Wire Smartsheet into Thoughtly's autonomous flows. Triggers start a call from a Smartsheet event; actions let Thoughtly do work inside Smartsheet without leaving the call.
TriggersEvents that start a call
- New row added to a sheetSheet receives a row; Thoughtly dials.
- Cell value changesStatus cell updated; Thoughtly fires the appropriate follow-up call.
- Smartsheet Automation stepDrop Thoughtly into the Smartsheet automation builder. Conditional flows continue based on call outcome.
- Sheet share / collaborator addedNew stakeholder joins; Thoughtly handles the welcome / kickoff call.
ActionsWhat Thoughtly does in Smartsheet
- Update cell values across columnsOutcome and captured fields write to specific columns on the row.
- Add a child rowSpawn a child row representing the call activity, with full transcript attached.
- Move row across sheetsMove 'Hot' rows to a hand-off sheet, 'Lost' rows to an archive sheet.
- Update report and dashboard dataThoughtly's writes feed any downstream Smartsheet report or dashboard.
How to connect Smartsheet to Thoughtly
- 01
Connect your account
In Thoughtly, open Settings → Integrations and authenticate with Smartsheet. OAuth flow takes about 30 seconds and respects your existing Smartsheet permissions.
- 02
Map your data
Pick which Smartsheet objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field.
- 03
Choose your trigger
Decide when Thoughtly calls — on inbound, on a new Smartsheet record, on a status change, or on a custom webhook. You can layer multiple triggers per agent.
- 04
Test on a real call, then go live
Run a sandbox call against a test Smartsheet record, watch the live transcript and updates flow through, then flip the agent on for production traffic.
Popular Smartsheet workflows
Real workflows teams ship in their first week with Thoughtly + Smartsheet.
Vendor outreach campaign
Smartsheet of vendors with renewal dates. Thoughtly calls each ahead of renewal, captures status, and updates the row.
Project stakeholder check-ins
Stakeholder rows in a project sheet. Thoughtly calls weekly, captures status, and pushes updates back to the row.
Compliance follow-up
Audit row triggers Thoughtly call, captures attestation, updates compliance fields.
Enterprise dashboard automation
Voice-captured data flows into Smartsheet's dashboard rollups. Execs see real numbers, not lagging ones.
Smartsheet + Thoughtly FAQ
- Most teams have a working Smartsheet integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required.
