How do you use Smartsheet with Microsoft Teams?

Monique Odom-Stearn

Hey Community! I've been playing around with the Teams integration and like the base functionality it provides, but I'm curious about how others have used it!

What have you used the Teams integration for? What have you created with this integration that has made things easier for others? I love hearing about other people's creativity and innovation!

jmyzk_cloudsmart_jp

Hi @Monique Odom-Stearn

Though I am not an avid user of Teams as I mainly use Google Workspace, I have recently been experimenting with Power Automate (and Teams) as an extension of my interest in the Smartsheet API and Bridge App.

Candidates I can think of for integrating Smartsheet with Teams, which could be useful for different workflows, include:

Send Notifications to Teams Channels
Smartsheet’s built-in workflow automation sends alerts directly to a Teams channel. This is useful for notifying team members about real-time project updates, approvals, or status changes.

Automate Data Updates from Teams to Smartsheet
Teams' meeting application generates an attendance report in CSV format. I set up a workflow using Power Automate that automatically extracts the relevant data from the file uploaded to OneDrive or SharePoint, and updates a Smartsheet sheet. This helps track participation in meetings or training sessions.

https://community.smartsheet.com/discussion/comment/476545#Comment_476545

Trigger Power Automate from Smartsheet Actions
Since Power Automate lacks a direct Smartsheet trigger, I use Smartsheet’s automation to send emails or messages to a Teams channel. These events can then trigger Power Automate workflows, such as:

• Updating Microsoft Planner with Smartsheet tasks
• Creating a Teams meeting when a specific row in Smartsheet meets certain criteria
• Sending task assignments to a Teams user

Sync Smartsheet Tasks with Microsoft Planner
For those who manage tasks in both Smartsheet and Planner, it's possible to create a Power Automate flow that syncs tasks between the two platforms, allowing users to take advantage of Planner’s visualization tools like boards, schedules, and charts.

Schedule Teams Meetings Based on Smartsheet Data
A workflow can be built where a new row in Smartsheet (with relevant meeting details) triggers the creation of a Teams meeting, reducing the need for manual scheduling.

Use Adaptive Cards for Teams Notifications
By combining Smartsheet, Power Automate, and Teams, you can send interactive notifications using Adaptive Cards. These allow users to take action (such as approving or rejecting a request) directly from Teams without switching to Smartsheet.

I’m still exploring different possibilities, but I'd love to hear how others have leveraged this integration!😀