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Set up Smartsheet

Connect Smartsheet to make your sheets searchable — each sheet becomes a findable concept and each row a situated record named by its primary column, with row discussions brought in as dated notes. Read-only.

  1. In Smartsheet open Account → Personal Settings → API Access and generate an access token.
  2. Documents → Smartsheet, paste the token.
  3. Choose access groups, Test, then Sync.

The token reads the sheets its owner can see. Rows re-read only when their modified stamp moves, so big sheets sync cheap; very large sheets are bounded (the sweep summary says when).

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Last updated 29 Aug 2026