Smartsheet integration overview

Overview

Smartsheet is a SaaS work management platform that uses a spreadsheet-like interface to help teams track tasks, projects, and operational processes.

Persona’s Smartsheet integration lets you pull sheet data into Persona so you can enrich and automate workflows with the context your teams already manage in Smartsheet—such as sheet metadata, columns, rows, and cell values.

Benefits

• Faster investigations with shared context: Bring relevant sheet data into Persona so reviewers and operators have the same source-of-truth context without switching tools.
• More flexible workflows: Use Smartsheet content (like specific rows, columns, or recently modified data) to tailor decisions, routing, and downstream actions in Persona.
• Reduced manual upkeep: Automate repeatable lookups and updates so teams don’t need to copy/paste details between systems.

Integration Features

Persona’s Smartsheet integration supports pulling sheet data into Persona workflows. Key capabilities include:

• List Sheets: Retrieve sheets the connected Smartsheet user can access, with optional pagination and modified-date filtering.
• Retrieve Sheet Data: Pull detailed sheet information including columns, rows, and cells, with options to include additional elements like attachments and discussions.
• Update Sheet Settings: Update select sheet settings (such as the sheet name, project settings, or user settings) directly from Persona.

Setting up the Smartsheet integration

Prerequisites

To set up the Smartsheet integration, ensure you have:

• Admin access to your Smartsheet account
• Necessary API permissions to access Smartsheet credentials

Setting up the Smartsheet Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Smartsheet.
2. Click on Add Credential at the top of the page.
3. Enter a credential nickname and click Continue.
4. Complete the Smartsheet authorization flow and approve access when prompted.
5. After the credential is created, click Test to confirm it’s working. (You can remove the credential at any time.)

Using the Smartsheet integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new Action step > Integrations.
3. Select the Smartsheet integration and choose your saved Smartsheet credential.
4. Choose the operation you want to run and map Persona data into the Smartsheet inputs.
5. Save and publish the workflow.

Smartsheet Operations Overview

In addition to syncing field values, Persona can list sheets, retrieve detailed sheet data, and update select sheet settings using Smartsheet’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Smartsheet integration:

List Sheets Workflow Action Step

Use this action to pull a directory of sheets available to the connected Smartsheet user. This is helpful when you want Persona to dynamically locate a sheet to reference later in a workflow, or when you want to work only with sheets that have changed recently.

Configuration Steps:

• Optionally add:
  • Page size (how many sheets to return per page)
  • Page number
  • Modified since (only return sheets modified after a specific timestamp)
  • Include additional sheet metadata (for example, sheet version or source details)
  • Include all results (return all sheets without pagination)

Retrieve Sheet Workflow Action Step

Use this action to pull a specific sheet’s content into Persona, including its columns, rows, and cells. You can also scope what comes back—such as a subset of columns or rows—so workflows can focus on only the data needed for a decision, review, or audit trail.

Configuration Steps:

• Provide values for required fields:
  • Sheet ID
• Optionally add:
  • Include additional elements (for example, attachments, discussions, filters, or cross-sheet references)
  • Exclude certain elements from the response
  • Column IDs (limit the response to specific columns)
  • Row filters (limit by row IDs or row numbers)
  • Rows modified since (only return rows changed after a specific timestamp)
  • Pagination controls (page size and page number)
  • Version check (only return full details if the sheet has changed since a specified version)

Update Sheet Workflow Action Step

Use this action to update select sheet settings directly from Persona—such as renaming a sheet or adjusting certain project/user settings—when a Persona event occurs. This can be useful for operational hygiene (for example, keeping sheet settings aligned with your investigation process) while ensuring the update is logged and automated through a workflow.

Configuration Steps:

• Provide values for required fields:
  • Sheet ID
• Optionally add (update one or more of the following):
  • Sheet name
  • Project settings (for project sheets), such as length of day, working days, or non-working days
  • User settings, such as enabling critical path or displaying summary tasks

FAQs

What Smartsheet data can Persona pull?

Persona can retrieve sheet metadata and content such as columns, rows, and cells. You can also choose to include additional elements in the response (for example, attachments, discussions, filters, and more) depending on what your workflow needs.

Can I limit how much data is returned when retrieving a sheet?

Yes. You can scope retrieval to specific columns or rows, filter by recently modified rows, and use pagination options to manage large sheets.