Integrations Directory 
Smartsheet
Smartsheet is a collaborative work management and automation platform that enables teams to manage projects, automate workflows, and track progress.
- Users
- Projects
- Tasks
- Chats
- Files
- Notifications
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Smartsheet for your operation
Financial Statement/Reporting
Prepare and submit financial statements and reports for compliance and analysis.
Module:Finance & Accounting
Entity:Custom Entity
Read more
Customer Persona Management
Create and refine target personas for personalized marketing efforts.
Module:Marketing
Entity:Audience Segment
Read more
Supplier / Vendor Registration
Onboard and approve new vendors with necessary compliance and financial information.
Module:Operations
Entity:Vendors
Read more
Ad Spend Tracking
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Module:Marketing
Entity:Marketing Budget / Expense
Read more