How to get your Smartsheet data ready for agentic AI

Smartsheet holds the operational detail of how work actually gets done — project plans, task statuses, timelines, and resource assignments spread across sheets and workspaces run by teams throughout the business. Getting your Smartsheet data AI agent-ready means centralizing those sheets and workspaces in a warehouse or data lake, where AI agents can query the complete project history, join it with other systems, and surface answers on demand. That turns a question like "which projects are behind schedule across the whole portfolio" from a round of status-check emails into an answer delivered in seconds. Fivetran + dbt Labs delivers the complete data foundation agents need — Fivetran moves Smartsheet data reliably into your warehouse or data lake, and dbt transforms it into trusted, AI-ready tables.

Why Smartsheet data is critical for agentic AI

Project and operations leaders depend on Smartsheet for the day-to-day truth of a plan, but that truth is scattered across dozens or hundreds of individual sheets, each maintained by a different team. Getting a portfolio-wide view today means opening sheet after sheet, copying status updates into a summary deck, and repeating that process every time an executive asks for an update. That approach does not scale as the number of active projects grows, and it is stale the moment it is finished — a status pulled together for a Monday review no longer reflects Tuesday's changes. PMO and operations leaders need infrastructure built for agents, not just analytics: one current, centralized view of every sheet and workspace, ready to answer a portfolio question the moment it is asked rather than the moment a summary deck gets built.

What agentic AI can do with Smartsheet data

Once Smartsheet data sits in a central, governed warehouse or data lake, an AI agent takes on the status-gathering work that used to sit with a PMO analyst.

A PMO leader asks an agent which projects across the entire portfolio are behind schedule and gets a ranked list immediately, instead of checking each sheet individually.

An operations manager has an agent flag every task assigned to an overallocated team member across all active workspaces, catching a resourcing problem before it delays a delivery date.

A program leader preparing for a steering committee asks an agent to summarize progress across a specific set of workspaces, complete with task-level detail on request, instead of building that summary by hand.

An executive sponsor asks an agent for a plain-language update on a single initiative that spans multiple sheets, and gets a complete answer without opening Smartsheet at all.

Each of these tasks is possible today by working through Smartsheet directly, but only with significant manual effort as the number of sheets grows. Getting Smartsheet data ready for agentic AI turns that effort into an instant, on-demand answer and turns portfolio reporting from a recurring chore into a standing capability.

How Fivetran gets your Smartsheet data ready for agentic AI

Smartsheet organizes data around individual sheets and workspaces for the people directly maintaining a given plan, not for an agent trying to answer a question across the whole portfolio. As the number of active sheets grows, that structure makes a single, complete view harder to assemble, and the data is not connected to the budgets, resourcing, or customer context tracked in other business systems.

Fivetran moves Smartsheet data reliably into your warehouse or data lake, keeping it centralized, cleansed, and governed alongside the rest of your enterprise data. Fivetran syncs every sheet and workspace you grant access to, and keeps that data current as tasks, statuses, and assignments change, so an agent is never working from an outdated plan. Fivetran + dbt Labs delivers the full movement-to-transformation stack — Fivetran handles the reliable data movement, and dbt Labs models, tests, and documents the data so it is genuinely trustworthy for an agent to act on, not just accessible to it. Where a prebuilt quickstart model exists for a connector, it gives teams a fast starting point; either way, dbt's full modeling and governance capabilities are what turn scattered sheets into an open, interoperable foundation ready for agentic AI.

What your Smartsheet data unlocks for your team

With Smartsheet data in a central warehouse or data lake, AI agents unlock portfolio visibility your PMO and operations teams could not access before.

• Portfolio-wide status on demand — agents answer schedule and progress questions across every workspace instantly, without a status-check round.
• Early risk detection — agents flag overdue tasks and overallocated resources before they delay a delivery date.
• Executive-ready summaries — agents translate sheet-level detail into plain-language updates for stakeholders who never open Smartsheet.
• Cross-project resourcing insight — agents identify workload conflicts across teams and workspaces that a single sheet view cannot show.
• A single source of truth — agents join Smartsheet data with other business systems for a complete, AI-ready view of how work is progressing.

FAQ

What does it mean for Smartsheet data to be AI agent-ready?

It means Fivetran centralizes your Smartsheet sheets and workspaces in a warehouse or data lake, cleanses them, and models them so an AI agent can query the full project history, join it with other systems, and answer portfolio and status questions accurately on demand.

What can my team actually do with AI agents and Smartsheet data?

PMO and operations teams can ask agents to check portfolio status, flag resourcing risks, and generate executive summaries instantly, replacing manual status checks with direct, on-demand answers.

Is Smartsheet data ready for AI agents out of the box?

Not without preparation. Smartsheet data needs to be centralized, modeled, and governed before an agent can query it reliably.

Do we need a data engineering team to set this up?

No dedicated data engineering team is required. Fivetran automates the data movement from Smartsheet, and dbt Labs' transformation tools handle the modeling work, so PMO and operations teams get AI-ready data without building custom pipelines.

How does Fivetran get Smartsheet data ready for AI agents?

Fivetran moves Smartsheet data reliably into your warehouse or data lake, keeping every sheet and workspace fresh and complete. dbt Labs then transforms and governs that data into clean, AI-ready tables using dbt's full modeling and testing capabilities, giving PMO and operations teams one trusted foundation for agentic AI.

[CTA_MODULE]