Smartsheet

The enterprise work management platform

Operations & Processes

Compliance Certifications GDPR CCPA SOC2 ISO 27001 HIPAA

Server Location United States

About Smartsheet

A work management platform that provides project planning, task tracking, collaboration and workflow automation. Teams and organizations across industries use it to plan projects, assign tasks, track progress, share documents and coordinate work streams. It stores sensitive data such as project plans, schedules, attachments and comments, and access controls determine who can view or modify information to protect confidentiality and integrity.

What Cakewalk Does With Smartsheet

Control who and which agents can access Smartsheet across the workflows it runs. AI agents can act inside Smartsheet with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Smartsheet through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Smartsheet Tasks Agent Connection	A person asks their agent to do something in Smartsheet, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and Logged Agent Connection	Every agent action in Smartsheet is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.