Smartsheets Integration

Smartsheets integration with Improvado

Get project timelines, task status, resource allocation, and workflow data from Smartsheets. Connect project management metrics with marketing campaign performance for complete operational visibility.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Smartsheets
Which campaigns in my Q1 sheet have ROAS below 2.5x and spend over $5k?
Found 3 campaigns underperforming: Brand-Search-Desktop at 1.8x ROAS ($8,240 spend), Retargeting-Mobile at 2.1x ROAS ($6,890 spend), and Display-Prospecting at 1.6x ROAS ($5,320 spend). Combined they're burning $20,450 with poor returns.
Pause Brand-Search-Desktop and Display-Prospecting, then update the Status column to 'Paused - Low ROAS' with today's date
Done. Paused 2 campaigns in your Smartsheet and updated Status cells with timestamp 2024-01-18. Projected monthly savings: $13,560 based on current daily spend rate.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Smartsheets Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

What your AI agent gets from Smartsheets

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Smartsheets API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Smartsheets through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details

Comprehensive Project Data Extraction

Improvado pulls detailed data from Smartsheets including sheet rows, columns, task assignments, completion status, dates, and custom fields. We capture cross-sheet formulas, attachments metadata, collaboration activity, and automated workflow triggers across all workspaces.

How it works

From connection to autonomous action in three steps

1

Connect

Authenticate once with Smartsheets and Improvado automatically normalizes campaign data, spend, ROAS, impressions, clicks, and conversions across your sheets. Works with 1000+ marketing data sources simultaneously.

2

Ask

Ask about Smartsheets metrics in plain English: pull campaigns by ROAS thresholds, compare spend trends across sheets, surface conversion anomalies, or identify click-to-conversion drop-offs without writing formulas.

3

Act

The agent updates cells, pauses campaigns, modifies budget allocations, adds status columns, flags underperformers, and backfills historical data in your Smartsheets. Every write operation is logged with timestamps and user attribution for full auditability.

AI Agent Access

Your agent doesn't just read Smartsheets — it acts on it

Read

Pull campaign names, spend, ROAS, impressions, clicks, conversions, CTR, CVR, CPC, and custom calculated fields from any Smartsheet. Read across multiple sheets, date ranges, and campaign hierarchies instantly.

Write

Update campaign status cells, modify budget rows, pause/activate campaigns, add comment threads, create new columns for flags or tests, and bulk-edit cell values based on performance thresholds you define.

Monitor

Monitor ROAS drops below target thresholds, spend pacing alerts when budgets exceed limits, conversion rate anomalies, CTR spikes or crashes, and daily spend velocity changes. Get instant Slack/email notifications when conditions trigger.

Query, write, and monitor Smartsheets through Claude, ChatGPT, Cursor, or any MCP client. Every action is logged and governed.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Smartsheets
You
Show campaigns with CTR above 3% but CVR below 1.5% last 14 days
A
High Traffic, Low Conversion
Campaign CTR CVR
Shopping-General 4.2% 0.9%
Video-Awareness 3.8% 1.1%
Search-Competitor 3.6% 1.3%
Display-Lookalike 3.4% 0.8%
Social-Cold 3.1% 1.2%
5 campaigns · 3.6% avg CTR · 1.1% avg CVR
You
Create optimization tasks for campaigns with CTR above 3.5% to improve conversion rate
A
Optimization tasks created
Added 3 tasks for Shopping-General and Video-Awareness campaigns
Destinations

Send Smartsheets data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

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 Smartsheets 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.