> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Smartsheet > Read Smartsheet workspaces, sheets, rows, reports and dashboards in Hebno, and add rows, update them and comment after you confirm. The Smartsheet integration makes project plans and trackers available in your client work. Ask which rows on an engagement plan are at risk, what a report shows for this week's milestones, or what the team discussed on a row, and Hebno answers from Smartsheet with each row cited. When a request implies a change, such as adding a row or updating a status, Hebno shows a confirmation card and writes to Smartsheet only after you confirm. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects their own Smartsheet account. | | **Default access** | Read and write | | **Attach** | Sheets, rows, reports, dashboards | | **Search** | Hebno searches Smartsheet when a request mentions a workspace, sheet, report, row, column value, owner, date or comment | | **Link** | A project links to one or more Smartsheet sheets or reports | | **Write** | Add a row, update a row, add a comment. Every write needs a person to confirm. | ## Before you start You need: * A Smartsheet account with access to the sheets you want to use. * An allowed integration. An owner or admin sets **Smartsheet** to **Allow** under **Admin → Connectors → Catalogue**. * **Editor** sharing permission or higher on a sheet to add or update rows, and **Commenter** or higher to add comments. **Viewer** access is enough to read. Hebno requests these OAuth scopes: | Scope | Why Hebno needs it | | - | - | | `READ_SHEETS` | Read workspaces, folders, sheets, rows, reports, dashboards, discussions and attachment details | | `WRITE_SHEETS` | Add and update rows and add comments after you confirm | | `READ_USERS` | Show owners, assignees and comment authors by name | | `READ_CONTACTS` | Match people in contact list columns to names | Hebno does not request `ADMIN_SHEETS`, `DELETE_SHEETS`, `SHARE_SHEETS` or `ADMIN_WORKSPACES`, so it cannot change columns, delete sheets or change sharing. ## Connect Smartsheet **1. Start the connection** Open **Settings → Connections**, find **Smartsheet** and select **Connect**. You can also select **Connect** from the prompt in a chat. **2. Sign in to Smartsheet** Sign in, check the access Hebno requests, and select **Allow**. **3. Return to Hebno** The card shows **Connected** with your Smartsheet email address. Hebno reads and writes with your own permissions, so you see only the workspaces, sheets, reports and dashboards that are shared with you in Smartsheet. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**. ## What Hebno reads | Smartsheet object | Fields Hebno uses | Typical questions | | - | - | - | | **Workspace** | Name, folders, sheets, reports, dashboards | "Which sheets are in the Contoso workspace?" | | **Sheet** | Name, columns and their types, owner, modified date | "What does the Contoso pricing review plan cover?" | | **Row** | Cell values by column (text, contact, date, dropdown, checkbox, symbol), parent row, hierarchy, modified by | "Which tasks on the plan are flagged red?" | | **Report** | Name, source sheets, rows and columns in the report | "What does the milestones report show for this week?" | | **Dashboard** | Name, widgets, the reports, charts and metrics they show | "Summarise the Contoso status dashboard." | | **Comment** | Discussion, author, date, text, row or sheet | "What did Priya say on the data request row?" | Hebno reads cell values by column type, so a contact column returns names, a date column returns a date and a symbol column returns its label, such as **Red** or **At Risk**. Formulas return their calculated value. Reads are live. Hebno queries Smartsheet when a request needs it. Only what a reply used is stored with the conversation as its sources. > [!WARNING] > > Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including cell values and comments from Smartsheet. ## What Hebno writes Every write appears first as a confirmation card. You can change any field before you select **Confirm**. | Action | Smartsheet object | Fields on the card | | - | - | - | | **Add a row** | Row | Sheet, position or parent row, a value for each editable column | | **Update a row** | Row | Row, each column and its new value | | **Add a comment** | Discussion and comment | Sheet, row, comment text | ![Confirmation card for Smartsheet with editable fields](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-smartsheet.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=299c4ac4425f29ebc2df9ac1fad3c55d) A Smartsheet change pending confirmation. Nothing is written until you confirm. Formula, system and locked columns are read only on the card. Hebno never deletes rows or sheets, changes columns, formulas or sharing, edits automated workflows, or changes reports and dashboards. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Smartsheet You->>Hebno: Mark the store data extract row as complete Hebno->>Smartsheet: Find the Contoso pricing review plan and the row Smartsheet-->>Hebno: Row 14, Status In progress, Owner Sarah Chen Hebno-->>You: Confirmation card with row, Status, % Complete You->>Hebno: Confirm Hebno->>Smartsheet: Update the row as you Smartsheet-->>Hebno: Row updated Hebno-->>You: Done, with a link to the row ``` Writes are made as your Smartsheet user, so the cell history shows you as the person who made the change. ## Link a project to a sheet Linking marks which Smartsheet sheets and reports belong to an engagement, so you can ask "what is at risk?" without naming the sheet. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **Smartsheet**. 3. Search by sheet or report name and select it. Repeat for each sheet or report in the engagement. In chats tagged to the project, Hebno starts with the linked sheets and reports for any delivery question, and cards for new rows default to the linked sheet. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Smartsheet in chat * **Attach**: open the **+** menu, choose **Sources → Smartsheet**, and pick a sheet, a row, a report or a dashboard. Or type `/` and choose **Smartsheet**. * **Ask**: name the sheet, report or person in your request. For example: > List every row on the Contoso pricing review plan that is at risk or past its end date, with the owner and latest comment. > Draft a steering committee update from the Contoso status dashboard and the milestones report. > Add a row under Phase 2 for "Validate elasticity results", owner Priya Nair, end date 20 November. * **Research runs** show a **Checking Smartsheet** step, with a chip for each sheet, report and dashboard it read. * **Agents** can read Smartsheet on a schedule, for example a Monday list of rows that moved to red. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | Smartsheet returns **You are not authorized to perform this action** | Your sharing permission on the sheet is too low for the write. Ask the sheet owner for **Editor** access, or **Commenter** for comments. | | A sheet or report you expect is missing | It is not shared with you, or it is in a workspace you cannot open. Hebno reads only what you can read. | | A row update fails on one column | The column is a formula, system or locked column, or the value does not match the column type. Change the value on the card and select **Confirm** again. | | A report returns fewer rows than expected | The report shows rows only from source sheets you can open. Ask the owner to share the source sheets. | | **Reconnect Smartsheet** appears | The authorisation was revoked or the refresh token expired. Select **Connect** to authorise again. | | Requests fail with a rate limit message | Smartsheet limits requests to 300 a minute for each token. Wait a minute and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Airtable](https://hebno.com/docs/integrations/airtable.md) * [Wrike](https://hebno.com/docs/integrations/wrike.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.