Plan in Smartsheet, keep Autotask projects in step.
Neo reads and updates your Smartsheet project plans and keeps Autotask projects in step with them.
What Neo does with Smartsheet.
Project plans
Neo reads phases, tasks, dates, assignees and % complete from your sheets.
Rows and columns
Neo adds and updates rows, comments and attachments.
Autotask project sync
Neo copies plan changes to Autotask and progress back to the sheet.
Concrete work Neo handles in Smartsheet.
Plan changes into Autotask
Neo updates Autotask tasks and phases from your Smartsheet plan.
Progress back to the plan
Neo writes Autotask status and hours worked to the sheet.
New tasks on request
Neo creates the Autotask task for a row you flag.
Set it up with Neo.
Connect Smartsheet
Enter the credentials the Smartsheet card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Smartsheet card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Smartsheet access the job needs, and builds the agent with you.
Questions about the Smartsheet integration.
What does Neo need to connect to Smartsheet?+
The credentials the Smartsheet card on Neo's Integrations page asks for, from your Smartsheet account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Smartsheet, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.