Smartsheet Data Integration | Project Metrics Automated
Connect Smartsheet and let AI agents query project timelines, task progress, and resource utilization alongside campaign delivery and financial data.
Connect Smartsheet to your data warehouse
Improvado connects to Smartsheet's API to extract project data, task progress, and resource utilization metrics automatically. The platform pulls sheet data, project timelines, and collaboration activity on scheduled intervals. Task completion rates, project velocity, and team productivity metrics flow directly into your data warehouse or BI platform. Setup requires only API token authentication—no complex configuration needed.
Unified project data across platforms
Smartsheet data gets normalized through Improvado's Marketing Common Data Model with other business platforms. Project timelines align with CRM opportunities, marketing campaigns, and financial data in unified dashboards. Cross-platform analysis shows how project delivery impacts customer satisfaction and revenue recognition. Your team can correlate project delays with budget overruns and resource constraints across all business systems.
Data objects and fields Improvado extracts from Smartsheet
| Object | Fields |
|---|---|
| Sheet | sheet_id sheet_name row_count created_date modified_date owner |
| Row | row_id row_number created_date modified_date cells parent_id |
| Column | column_id column_title column_type width index |
| Workspace | workspace_id workspace_name sheets_count created_date owner |
From connection to autonomous action in three steps
Connect
Ask
Act
What teams ask their AI agent about Smartsheet
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Track marketing campaign delivery against project timelines in Smartsheet
Your AI agent analyzes Smartsheet data and delivers actionable insights — automatically, in seconds.
Analyze resource utilization patterns to optimize team allocation and capacity
Your AI agent analyzes Smartsheet data and delivers actionable insights — automatically, in seconds.
Create executive dashboards combining project health with financial performance
Your AI agent analyzes Smartsheet data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Smartsheet — it predicts project delays
Read
Write
Monitor
AI agents query task completion rates, project velocity, and resource allocation from Smartsheet. Ask "which marketing campaigns are at risk of missing deadlines?" or "how does team utilization correlate with campaign performance?" The agent identifies patterns between project health metrics and marketing outcomes to optimize team capacity and delivery.
| Sheet Name | Total Tasks | Overdue % |
|---|---|---|
| Q1 Product Launch | 67 tasks | 34.3% |
| Supply Chain Optimization | 52 tasks | 28.8% |
| Store Expansion - West Region | 41 tasks | 24.4% |
| Warehouse Automation Phase 2 | 38 tasks | 18.4% |
| Vendor Integration Project | 29 tasks | 13.8% |
Send Smartsheet data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
- SOC 2 Type II
- Certified Security
- HIPAA
- Health Data Privacy
- GDPR
- EU Data Protection
- CCPA
- CA Privacy Standard
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Smartsheet as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
What Smartsheet data can Improvado extract?
How often does Smartsheet data sync with my data warehouse?
Can I track project progress across multiple Smartsheet workspaces?
Does the integration capture Smartsheet collaboration data?
How does Improvado handle Smartsheet's custom fields and formulas?
Can I combine Smartsheet data with other project management tools?
“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”
“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”
Put an AI agent on your Smartsheet today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.