BYOBot

AI Smartsheet Workflow Automation

You update three sheets to change one status. The rollup needs refreshing, the stakeholder report needs rewriting, and the approval needs routing: manually, every time. BYOBot maps your Smartsheet workflows into AI automations so your PMO and ops team spend time on decisions, not maintenance.

Describe your Smartsheet workflow: we'll build you a step-by-step automation spec you can run today.

First agent free Β· No account required

← Browse all workflow automations

Works with your project stack

Smartsheet PM
Google Sheets Sheets
Excel Sheets
Slack Comms
Microsoft Teams Comms
Jira Tickets
Asana Tasks
Salesforce CRM
Power BI BI
Tableau BI
Outlook Email
SharePoint Docs

How it works

One agent for your Smartsheet workflows. Run it anywhere.

In your AI chat tool
Ready-to-use prompts for any AI chat tool

Paste your Smartsheet data (project rows, status columns, milestone dates) into Claude or ChatGPT, get a stakeholder status report, a list of overdue items, or a rollup summary back immediately. No setup: PMO teams can use this today with any AI tool they already have.

Works with ChatGPT, Claude, Gemini, or any LLM: free to start
In a browser agent
An AI agent updates and reports for you

A browser agent that opens Smartsheet, reads the current project rows, identifies status changes and overdue items, updates the summary rollup sheet, drafts the stakeholder report, and routes approvals to the right person: with you reviewing the output before anything is sent.

Works with any AI browser agent tool
In your stack
Fully automated PMO pipeline

An API-driven pipeline that reads Smartsheet on a schedule, calculates cross-sheet rollups, syncs status to Jira or Salesforce, sends overdue alerts to row owners via Slack, and generates the weekly executive report: all without any manual steps unless escalation is triggered.

Connects to Smartsheet API, Jira, Salesforce, Slack, or custom APIs

Is BYOBot worth it?

What you get that an LLM alone won't give you

✦ Portable
Download it, use it with any browser-capable AI

A chat answer dies in the thread. Your agent is a file you own: run it in ChatGPT, Claude, or Gemini, drop it into a browser agent, or hand it to your stack, as many times as you like.

✦ Conversational
Training your AI agent is super easy

No prompt engineering degree required. Describe what you do, the tabs you open, the data you move, and BYOBot asks the questions that turn your knowledge into the spec.

✦ Tested
Custom QA milestones in every agent

Every build ships with smoke tests and pass, warn, and fail checks for each step. You'll know it ran right, not just that it ran.

The math

You update three sheets to change one status.
How many rows does your team manage?

PMO teams spend an average of 4 to 6 hours per week on Smartsheet maintenance: cross-sheet rollups, stakeholder report drafts, overdue alerts, approval routing. At 200 active project rows across a programme, that's a full day every week on sheet admin. BYOBot maps each of those loops into an AI bot that runs in seconds. First build free. Five more for $25: five different workflow specs, ready to run at any scale.

$25 USDΒ·S$34 SGD

5 build credits  Β·  one-time purchase

No subscription  Β·  card, PayNow, or GrabPay  Β·  your first build is still free

Adjacent roles

Roles that run Smartsheet workflows

Project Manager Operations Operations Manager Operations
PMO Lead Operations
Programme Manager Operations
Financial Analyst Finance Business Analyst Operations
IT Project Manager IT
Founder / Operator General

What you get

Your Smartsheet maintenance loop, automated

Smartsheet is the PMO tool of record for thousands of enterprise teams, and the reason PMOs spend so much time on sheet maintenance is that Smartsheet's built-in automation handles triggers, not reasoning. It can move a row when a date passes. It can't read the current programme state, calculate which rollup rows are stale, identify which items are at risk, and draft the narrative stakeholder update that tells the story. That reasoning layer is what BYOBot provides. Every BYOBot build maps a specific Smartsheet workflow into a structured automation spec: the input data, the processing logic, and the output: whether that's an updated row, a cross-sheet rollup, a Slack alert, or a stakeholder report.

Cross-sheet rollups are the highest-frequency Smartsheet maintenance burden for PMOs because the cascade is multi-level. A project row changes status. The project summary sheet needs to reflect it. The programme summary sheet needs to reflect the project summary. The executive dashboard needs to reflect the programme. BYOBot maps the cascading update logic: reads the source sheets, calculates the correct current values, and updates each summary level in the right order. What was a 20-minute manual task across three sheets becomes a bot that runs in seconds. Every BYOBot build produces one portable agent: a prompt for any AI tool, a browser agent for interactive sheet management, and a pipeline for fully scheduled automation.

Stakeholder report generation is the other major Smartsheet time sink: the task where a PM opens the sheet, reads the RAG statuses, counts the overdue items, and then writes the two-paragraph narrative update that stakeholders want to read. BYOBot maps the report generation loop: reads the sheet, identifies RAG statuses and overdue milestones, calculates variance from baseline, and drafts the stakeholder update in your preferred format. For executive reports, BYOBot can generate both the detail view and the one-page summary: same data, two different audiences.

Related automations: workflow automation for project managers covers the broader PM role across tools, and reporting workflow automation covers the cross-tool status reporting layer.

Got questions

Frequently Asked

BYOBot handles the most time-consuming Smartsheet loops: cross-sheet status rollups when a project row updates, approval routing with context-aware notifications, weekly status reports generated from sheet data, data validation and formatting fixes across large sheets, milestone digest emails for stakeholders, and sync between Smartsheet and external tools like Jira, Salesforce, or Slack.
Smartsheet's built-in automation handles simple triggers within the platform: send an alert when a status changes, move a row when a date is passed. BYOBot automates the reasoning-based workflows: drafting the stakeholder update from row data, identifying which cross-sheet rollups are inconsistent, generating a narrative status report from the current sheet state, and handling the coordination tasks that require context rather than just triggers.
PMO and ops teams most commonly automate Smartsheet alongside Slack, Microsoft Teams, Jira, Asana, Salesforce, Power BI, Tableau, Google Sheets, Excel, and Outlook. BYOBot produces specs that work across any combination: including browser agent scripts that navigate between Smartsheet and your other project tools to keep data in sync.
Yes. Status report generation is one of the highest-value Smartsheet automations because it's the task PMs and PMOs do every week: open the sheet, read the current state, and translate it into a narrative update for stakeholders who don't live in the sheet. BYOBot maps the report generation loop: reads the sheet, identifies RAG statuses, flags items past due or at risk, and drafts the stakeholder update in your preferred format.
Yes. Cross-sheet rollups are the most common Smartsheet maintenance burden for PMOs: when a project row changes status in one sheet, the programme-level summary sheet needs to reflect it, and then the executive dashboard needs to reflect that. BYOBot maps the cascading update logic: reads the source sheets, calculates the rollups, and updates the summary rows with the correct current values.
Yes. Approval routing in Smartsheet often requires context that the built-in automation can't provide: routing to different approvers based on project type, value, or business unit, with a message that explains what's being approved and why it matters. BYOBot maps the approval routing workflow: reads the relevant row context, determines the right approver, drafts the approval request message, and follows up if the approval is pending past the deadline.

Describe your Smartsheet workflow. BYOBot maps it into a bot: update, rollup, report, route.

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