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Smartsheet is a collaborative work management and automation platform that enables teams to manage projects, automate workflows, and track progress.

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AI Operation Agent
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Supplier / Vendor Registration

Onboard and approve new vendors with necessary compliance and financial information.

ModuleOperations
EntityVendors
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Minimum/Maximum Stock Threshold

Define reorder points and prevent overstocking or stockouts.

ModuleInventory Management
EntityInventory Rule / Reorder Settings
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Ad Spend Tracking

Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.

ModuleMarketing
EntityMarketing Budget / Expense
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Sales Order Request

Initiate the purchase process based on a finalized quote or customer intent.

ModuleSales
EntitySales Order Request
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