# Smartsheet

> Let your assistants search and read your Smartsheet sheets and reports. Read only from chat, through Smartsheet's own hosted connector.

Smartsheet holds plans, trackers, and checklists. Once you connect it, your assistants can read the sheets your team already keeps, such as the month-end close or the contract tracker.

## Which assistants use it

- [Accountant](/docs/personas/accountant)
- [Legal](/docs/personas/legal)

## What assistants can do

Smartsheet connects through the tool's own hosted connector. From chat it only reads.

| Ability | How it runs |
| --- | --- |
| Search sheets and reports | Reads on its own |
| Read rows | Reads on its own |
| Add or change a row | Never run from chat |

## Setup

1. In Smartsheet, open Account, then Personal settings, then the access token page, and generate a token. It needs a Business plan or higher.
2. Open [Integrations](https://stellarfirm.ai/app/integrations) in StellarFirm.
3. Pick Smartsheet.
4. Paste the token, switch on the live option, and press Connect.
5. If your Smartsheet account is hosted in Europe, set the connector's address to the European one in Smartsheet's own setup guide.

## Permissions

- A Smartsheet token carries the rights of the person who made it, so make it from an account that sees only the sheets you want to share.
- Nothing here waits for an Approve because nothing here changes data from chat.
- Revoke the token in Smartsheet whenever you want to cut access.

## Prompts to try

```prompt title="Month-end close"
Accountant, summarize the open rows in our month-end close sheet.
```

```prompt title="Deadlines"
Legal, list the rows in our contract tracker with a deadline this month.
```

---

Source: https://stellarfirm.ai/docs/integrations/smartsheet