• STATUS
  • OWNERSHIP
  • TIMELINES
  • REVIEW

How to update task statuses with your AI

Connect Smartsheet to your AI client to manage sheet data through natural language. Once connected, your agent can find and edit rows directly.

Ask AI about this page

Short answer

How can I change Smartsheet cell values using AI?

Your AI searches your sheets for specific rows and then modifies the values in the cells you specify. This lets you flip statuses, update dates, or change owners without opening the Smartsheet interface. You'll see the specific outcomes of these changes below.

The results.

Where your data changes.

The AI performs the search and the edit, resulting in these specific outcomes.

STATUS

Updated task progress

The AI finds rows matching your criteria and changes status columns. You get an accurate sheet without manual clicking.

OWNERSHIP

Reassigned tasks

Change who is responsible for a row by updating the contact cell. Your agent handles the lookup and the update.

TIMELINES

Adjusted deadlines

Modify date cells to reflect new project schedules. The AI targets the exact rows you mention in your prompt.

REVIEW

Human verification needed

The AI identifies the rows to change, but you decide if the updates are correct. You maintain final control over the sheet.

The workflow

What your AI does when the request arrives.

The AI uses two specific tools to bridge the gap between your chat and your Smartsheet rows.

  1. Locate the data

    The AI scans your specified sheet to find the exact rows that match your description.

    search_within_sheet
  2. Identify target cells

    After finding the rows, the AI pinpoints the specific columns that need to be changed.

    search_within_sheet
  3. Apply the changes

    The AI writes the new values into the identified cells to update your project data.

    update_sheet_rows
  4. Confirm the update

    The AI verifies the row was modified and reports the result back to you.

    update_sheet_rows

Try it

Copy these to start.

Use these prompts to trigger the Smartsheet actions.

Starting points

Swap the bracketed text for your actual sheet names and column headers.

Smartsheet Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_YPctUxLgTDPuKQYdLVrwfMBNpaEpdCa3mUCbM5cJ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Smartsheet capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "smartsheet-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_YPctUxLgTDPuKQYdLVrwfMBNpaEpdCa3mUCbM5cJ/mcp"
    }
  }
}
Copy into chat04
  • In the [Sheet Name] sheet, find the row where Task is 'Fix Login Bug' and change the Status to 'Completed'.

  • Find all rows in [Sheet Name] where the Priority is 'High' and set the Owner to [Name].

  • In my [Sheet Name] project sheet, update the Due Date to [Date] for the task named [Task Name].

  • Search [Sheet Name] for any rows marked 'In Progress' and change their Status to 'Blocked'.

  • Claude
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Start here

Connect Smartsheet once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and secure, and you can immediately start chatting with your sheets.

Connect Smartsheet to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete rows in my Smartsheet?

    No. The AI can only search for rows and update the values within existing cells.

  • 02

    Will the AI change my sheet formatting?

    No. The AI only modifies cell values, such as text, dates, or dropdown selections.

  • 03

    Does the AI need to open my Smartsheet in a browser?

    No. The AI performs these actions in the background through the connection.

  • 04

    Can I update multiple rows at once?

    Yes. If you provide criteria that match multiple rows, the AI can update all of them.

  • 05

    How does the AI know which sheet to use?

    You specify the sheet name in your prompt, and the AI uses that to target its search.

  • More questions about Smartsheet? See everything the Smartsheet Connector can do

Connect Smartsheet to Claude, Cursor, ChatGPT & more