Integrations/Smartsheet
S

Control what your AI agents do in Smartsheet.

Let your team build AI agents for Smartsheet. Bollard AI controls what each one can do, sheet by sheet.

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SSmartsheet
Ops Agent
Project Plan SheetOffReadFull use
Budget SheetOffReadFull use
HR SheetOffReadFull use
Delete sheets and rows
What agents can do

Set what each agent can do in every sheet.

Each sheet gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see the sheet or that it exists.
Read
Read-only
The agent can read the rows and cells in that sheet. It can't change anything.
Full use
Edit and update
The agent can add and update rows in that sheet.

Some actions stay off until explicitly turned on

Each one removes a sheet or its rows for good, or changes its structure, so it could override the limits set on individual sheets.

Deleting sheets or rowsChanging columns and structureRemoving webhooks
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Smartsheet a single time and chooses which sheets it covers. Any sheet left out stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, add, and update rows in a single sheet
Example

An operations agent.

An ops agent updates rows in the Project Plan and can read Budget, but it can't open the HR sheet or delete rows.

Project Plan SheetOffReadFull use
Budget SheetOffReadFull use
HR SheetOffReadFull use

Manage access

ALLOWEDOps Agent updated a row in Project Plan
ALLOWEDOps Agent read a row in Budget
BLOCKEDOps Agent tried to open the HR sheet, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Smartsheet, so they never hold your Smartsheet keys and never reach Smartsheet directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Smartsheet. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every sheet starts off-limits, and deleting sheets or rows is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Smartsheet keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which sheet or row, and the decision. The record is readable and can't be edited after the fact.

Questions

Smartsheet, answered.

Does connecting Smartsheet hand Bollard AI all your sheets?+
Only what's connected. An admin chooses which sheets Bollard AI covers, and that sets the most any agent could reach. Bollard AI doesn't browse or copy your data. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent delete a sheet or its rows?+
Not unless you turn it on. Deleting sheets and rows, and changing columns and structure, are held off by default, so an agent can add and update rows where you allow without ever removing data, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Smartsheet keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Smartsheet, and the blocked attempt lands in the activity record with the reason.
How do we connect Smartsheet?+
An admin connects the company's Smartsheet once. Bollard AI seals the connection and builds the list of sheets to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Smartsheet, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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