Automate Project Tracking and Cross-Sheet Workflows in Smartsheet.
Smartsheet organizes your work. Kognitos automates the tedious parts, status rollups, cross-sheet data movement, and stakeholder reporting without macros or formulas.
Describe It in English.
It Runs Deterministically.
Overview
Scan Smartsheet projects for tasks at risk of missing deadlines, calculate schedule impact, update status columns, and send a consolidated risk report to program managers.
Execution Steps
Scan for At-Risk Tasks
- Query Smartsheet for tasks where percent-complete lags behind the timeline by more than 20%
- Identify downstream tasks that will be impacted by the delay
Calculate Impact
- Estimate the schedule slip for each dependent task based on the delay
- Flag critical-path items that affect the overall project end date
Update and Report
- Set at-risk tasks to "Red" status and add a comment with the impact analysis
- Send a consolidated risk summary to the program manager with recommended mitigations
Enterprise
Use Cases
Schedule Risk Detection
Automatically identify Smartsheet tasks falling behind schedule and calculate the downstream impact on project milestones.
Cross-Sheet Data Sync
Keep data consistent across multiple Smartsheet sheets, roll up project status, resource allocation, and budget actuals automatically.
Stakeholder Report Generation
Generate formatted project status reports from Smartsheet data and distribute to stakeholders on a weekly schedule.
Smartsheet automation questions.
What can I automate between Kognitos and Smartsheet?
Project status roll-ups, intake-form triage, RAID-log updates, change-request approvals, vendor onboarding sheets, programme reporting, and document-driven row updates. Kognitos reads sheets, applies your written project rules, and writes back updates, attachments, or new rows, with the change history visible in Smartsheet activity.
How does Kognitos connect to Smartsheet?
Through the Smartsheet REST API with OAuth 2.0. You authorise the Kognitos app once at the workspace level, and Kognitos can read sheets, reports, and dashboards, plus write rows, columns, attachments, comments, and proofs. Webhook callbacks notify Kognitos of new rows or column changes in real time.
Which Smartsheet events can trigger a Kognitos automation?
New row creation, column-value changes (for example a Status flip), attachment uploads, approval-request responses, form submissions, and scheduled times (daily roll-up at 7 a.m., end-of-sprint summary, etc.). Kognitos can also be invoked from a Smartsheet automation via webhook.
Is data in my Smartsheet workspace safe with Kognitos?
Yes. Kognitos holds SOC 2 Type II, encrypts data in transit and at rest, and only requests the Smartsheet scopes your automation actually needs. Tokens are stored in a managed secret store; data inside sheets never leaves Kognitos's cloud and is never used to train any model.
How quickly can I build a Smartsheet automation with Kognitos?
Most teams ship their first Smartsheet automation in under an hour during a guided demo. You describe the rule in English ("when Status is Pending QA and the QA evidence column is empty, email the test lead and set Status to Blocked") and Kognitos executes it deterministically with a full audit trail.
