Source: https://joinfinn.com/integrations/smartsheet

# Smartsheet

## Smartsheet + Finn.

Smartsheet integration with Finn. Smartsheet manages projects and operational work using shared sheets, reports, and workflows.

Business function: Workplace operations.

## What you can do with Smartsheet.

Smartsheet manages projects and operational work using shared sheets, reports, and workflows.

### Take a service request through its completed result

Finn runs the coordination between an intake form and the team completing the work.

**Typically handled by:** Business service coordinator

**Starts when:** A team receives a new Smartsheet form submission.

#### What Finn handles

1. Read the request, collect missing details and create the work item with its owner, due date and supporting files.
2. Complete routine administrative actions in the connected application and coordinate work requiring the responsible team's expertise.
3. Obtain the service owner's decision for any spending or scope exception and carry out the selected next step.
4. Confirm the result with the requester, attach completion evidence and close the Smartsheet item.

**The result:** The form submission has a recorded resolution and complete supporting work.

### Run a customer project from sale to accepted handover

Finn completes the project coordination behind a signed customer engagement.

**Typically handled by:** Project delivery coordinator

**Starts when:** A Salesforce deal is signed and ready for delivery.

#### What Finn handles

1. Create the Smartsheet project from the agreement, deliverables, owners and dates and arrange the customer kickoff.
2. Collect customer inputs and coordinate task dependencies and progress updates across the delivery team.
3. Bring scope or schedule changes to the project owner and update the plan after the decision.
4. Collect acceptance of the completed deliverables and send the billing evidence to NetSuite before closing the project.

**The result:** The project has an accepted handover and complete billing and delivery records.

### Carry a marketing asset from brief to publication

Finn runs the production and approval work around a marketing deliverable.

**Typically handled by:** Marketing production coordinator or agency producer

**Starts when:** The marketing team accepts a content brief.

#### What Finn handles

1. Create the Smartsheet production work with the audience, deliverable, contributors and release date.
2. Collect the copy and design assets, coordinate review comments and resolve missing production details.
3. Obtain the publishing owner's final decision and publish the accepted content through WordPress or the selected marketing system.
4. Record the live asset, notify its campaign owners and close the production tasks.

**The result:** The asset is published and the production record includes its final release.

### Coordinate a recurring operational checklist

Finn completes the administrative steps behind a repeatable business process.

**Typically handled by:** Business operations coordinator

**Starts when:** A daily, weekly or monthly operational cycle begins.

#### What Finn handles

1. Create the cycle's Smartsheet work from the team's established checklist and current reporting period.
2. Collect the required inputs and complete the routine record, communication and document tasks.
3. Coordinate specialist work and actual exceptions with their responsible owners.
4. Attach the results, close completed items and send the owner the cycle's final record and remaining actions.

**The result:** The operating cycle has completed work and a clear record of any unfinished obligation.

### Complete a project resource-planning change

Finn handles the coordination after a project plan needs different staffing or timing.

**Typically handled by:** Resource planning coordinator

**Starts when:** A project owner changes a delivery date or identifies a staffing conflict.

#### What Finn handles

1. Read the Smartsheet plan and the availability information in Resource Management where the team uses it.
2. Collect the affected managers' constraints and prepare workable assignment and timing options.
3. Record the managers' staffing and budget decisions and update the selected plan and assignments.
4. Notify contributors, reschedule the related meetings and confirm the final handover between owners.

**The result:** The project plan and staffing assignments reflect the accepted change.

### Turn the portfolio review into completed project follow-up

Finn performs the collection and coordination behind the leadership project meeting.

**Typically handled by:** Portfolio management office coordinator

**Starts when:** The portfolio team reaches its weekly or monthly review.

#### What Finn handles

1. Gather Smartsheet project status, milestones, budget information and reported issues.
2. Resolve missing owner updates and assemble the portfolio report with the actual delivery evidence.
3. Record sponsors' priority and scope decisions and update the affected project work.
4. Complete routine coordination and report the outcome of the review's assigned actions.

**The result:** The portfolio report is current and the selected follow-up is completed or specifically owned.

### Carry a business document through signature and filing

Finn completes the administrative workflow around a document requiring agreement.

**Typically handled by:** Business document operations coordinator

**Starts when:** A contract, authorization or acknowledgment is ready for signature.

#### What Finn handles

1. Collect the Smartsheet request, final document inputs and required signer details.
2. Generate the document from the business template and obtain the owner's final terms and release decision.
3. Send it through Docusign, handle administrative corrections and follow the signature status.
4. File the executed version, update the Smartsheet record and complete the associated operational handoff.

**The result:** The signed document is filed and the business record reflects the completed agreement.

### Close the administrative work after a site inspection

Finn turns field submissions into tracked corrective work and a final record.

**Typically handled by:** Facilities or field operations coordinator

**Starts when:** A site team submits inspection results through a Smartsheet form.

#### What Finn handles

1. Collect the submitted observations, photographs, location and the inspector's findings.
2. Create the corrective tasks selected by the qualified site owner and coordinate vendors or internal teams.
3. Obtain spending approval where required and collect evidence from the people completing the physical work.
4. Record the authorized review of completion and close the inspection's administrative follow-up.

**The result:** The inspection has a complete record of findings, corrective work and the owner's closure decision.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Smartsheet.

[Visit Smartsheet](https://www.smartsheet.com/)

## Explore Finn

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