AI agents for Smartsheet
A Monmo agent works in Smartsheet the way a project coordinator would. It reads email and Slack for progress and proposes row updates, flags tasks whose predecessors have slipped, builds a new project sheet from your plan, and writes the weekly status report from your sheets. It uses your own Smartsheet account and asks before it changes a row, a column or a sharing setting.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Smartsheet
Update rows from what owners report
It reads the week's emails and Slack threads from task owners, works out what moved, and proposes new values for status, percent complete and comments on each row before anything is saved.
AskUpdate the Office move sheet from this week's emails and Slack messages. Show me every row change first.
Flag tasks at risk every morning
Each weekday at 8 it checks for rows whose predecessors finished late, or whose end date is five days away with little done, and lists them with the owner and the tasks they hold up.
AskEvery weekday at 8, list tasks in the Launch sheet that are likely to slip and what they would delay.
Build a project sheet from a plan
From a scope document it drafts the task list with phases, durations, dependencies and owners in your project template, and creates the sheet once you have reviewed it.
AskTurn this scope document into a project sheet from our Standard project template, with dependencies.
Write the weekly status report
Every Friday it reads the project sheets in a workspace, summarises milestones hit and missed, each project's red, amber or green status and the top risks, and drafts the report for sponsors.
AskEvery Friday at 2, write the status report for the Client delivery workspace and draft the email to sponsors.
Chase the updates before the meeting
Two days before the status meeting it lists rows with no update this week and drafts a short note to each owner in Gmail, Outlook or Slack, sent once you approve the batch.
AskEvery Tuesday, find rows with no update this week and draft a reminder to each owner.
Roll up a portfolio
It reads several project sheets, compares planned with actual dates, and builds one summary table of every project's health, budget used and next milestone for the leadership review.
AskBuild a portfolio summary of all sheets in the 2026 Projects workspace: health, budget used, next milestone.
Turn an email request into an intake row
When a request arrives by email instead of through your intake form, it fills in category, priority and requester, checks for a duplicate, and proposes the new row in the intake sheet.
AskWhen a project request arrives at requests@, prepare a row for the Intake sheet and check it is not a repeat.
How it connects
- 1You connect your own Smartsheet account once. If your organisation's admin controls third-party apps, they may need to allow the connection. The agent sees only the sheets, reports and workspaces shared with that account.
- 2You choose which agents may use Smartsheet. A project or operations agent fits well; a research agent rarely needs your plans.
- 3Reading sheets, reports and dashboards needs no approval. Updating cells, adding or deleting rows, changing columns, sending update requests and changing who a sheet is shared with ask first.
More in Projects, tasks and time
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent update a Smartsheet project plan?
Yes, batch by batch with your approval. A Monmo agent reads progress from email, Slack and meeting notes and prepares the row changes: status, percent complete, dates and comments. You review them on one card before they are saved. It works through the Smartsheet connection, or in its own browser when the connection does not cover something.
Can it write a weekly status report from Smartsheet?
Yes. On the day you choose, the AI agent reads your project sheets, picks out milestones hit and missed, late tasks and open risks, and writes a status report as a document, slides or an email draft. Sending the report to sponsors asks first.
Will the agent change dates that affect dependencies?
Only with your approval, and it shows the effect first. When a change to one row would push later tasks, the agent lists which rows move and by how much, so you can decide whether to accept the slip, add people or cut scope. Those choices stay with you.
Does it work with Smartsheet and Microsoft Teams together?
It does, with both accounts connected. The agent can post the morning list of tasks at risk or the Friday status summary in a Microsoft Teams channel, and read owners' replies to prepare sheet updates. Each post and each update waits for approval, and one card can cover a batch.