Smartsheet

Connect Smartsheet to Quin and sheets stay answerable mid-conversation: rows searched and filtered on request, status columns updated after a call, and new rows created from action items as they come up.

What you can do with Smartsheet and Quin

• Search and filter rows during a call.
  Ask how many tasks are marked "Blocked" on a specific sheet, and Quin returns the matching rows with details attached.
• Update the right existing row after a call.
  Quin finds the row that matches what was discussed and updates only the fields that changed, leaving the rest intact.
• Create new rows from meeting action items.
  A task assigned on a call becomes a row with the name, owner, due date, and status filled in, matching the sheet's existing columns.
• Retrieve a sheet's column structure first.
  Quin checks what a value like "Blocked" or "In Progress" means on that sheet before acting on it.
• Add new columns directly from chat.
  Adjust a sheet's structure without opening Smartsheet separately.
• Confirm updates before moving on.
  Ask Quin to read back what changed, so a mismatch gets caught while it's still fresh.

Who this helps most

• Project teams running client status calls off a sheet, where a question about what's blocked shouldn't require switching apps mid-conversation.
• Teams managing several similarly named sheets, since finding the right one and the right row by hand is slow and easy to get wrong.
• Anyone who's stopped trusting a tracker that lags behind reality, where a stale status column leads to decisions made on outdated information.

How this shows up day to day

• A stakeholder asks how many tasks are blocked on the engineering sheet.
  Quin filters for that status and reports three tasks, each with an owner and flag date, before the next question comes up.
• A client confirms a site migration finished ahead of schedule.
  Quin finds the row, updates the status to "Done," fills in a completion date, and adds a follow-up note, all from that one exchange.
• A kickoff call assigns three tasks in ten minutes.
  Each becomes its own row with a name, owner, due date, and starting status, instead of one line someone has to break apart later.

Frequently asked questions

What happens when I connect Smartsheet?
Quin can search, filter, update, and create rows across your sheets based on what's discussed in meetings or asked directly.

What do I need to connect Smartsheet?
A Smartsheet API key, entered when you connect the integration under Settings, then Integrations.

What if two sheets have similar names?
Confirming the exact sheet name up front avoids pulling data from the wrong place.

Is my Smartsheet data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Smartsheet.

Does Quin replace Smartsheet?
No. Smartsheet stays where your project data and trackers live. Quin keeps them current from your conversations, but Smartsheet remains where the work is tracked.