Setting up Smartsheet as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Smartsheet Access: The authenticating user must have access to the Smartsheet workspace and specific Sheets or Workspaces they want to sync.

Setting up Smartsheet as a Source

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Smartsheet from the list of integrations.
4. Authenticate using your Smartsheet account credentials.
5. Follow the prompts to sign in to your Smartsheet account.
6. Add a display name for the Source (optional) and click Connect Source.
7. Assign which Guru Groups should have access to this content.

The sync will begin automatically. Depending on the volume of content in your Smartsheet account, the initial sync may take some time.

What gets synced from Smartsheet

Managing permissions

Guru provides manual access control for Smartsheet Sources. You control which Groups in Guru can access synced Smartsheet content.

How it works: Only users in Groups you assign to the Source can see Smartsheet results when using AI Answers or Search.

Managing access:

1. Go to Manage > Sources.
2. Select your Smartsheet Source.
3. Add or remove Groups from the Access section.

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Note

The authenticating user must have access to content in Smartsheet for it to sync. If you lose access to certain Sheets in Smartsheet, those will no longer be available in Guru after the next sync.