AI for Smartsheet that knows the rest of your business
Smartsheet holds projects, tasks and time. Liaison connects to it with access you grant and reads projects, tasks, owners, deadlines and tracked time, and keeps the work moving between the people who own it.
Because it reads Smartsheet together with your inbox, your books and your files, an answer about projects, tasks and time comes with the rest of the picture. You keep Smartsheet; nothing is replaced or re-entered.
What Liaison does with Smartsheet
- Creates and assigns the tasks that come out of calls, emails and meetings.
- Chases owners on overdue work, in your voice.
- Turns tracked time into invoices and flags unbilled hours.
- Writes the weekly status from the work itself, not from a meeting.
Questions it answers across Smartsheet and your other tools
- “What is overdue this week, and who owns it?”
- “Which projects are over the hours we estimated?”
- “What did each person finish this week?”
- “Which billable hours have not been invoiced yet?”
What it reads in Smartsheet
7 kinds of Smartsheet data Liaison can read on its own, every time it answers a question or does a job.
- Get Current User
- Get Row
- Get Sheet
- List Columns
- List Sheets
- List Workspace Templates
- SearchFull-text search across everything the account can see, or within a single sheet
What it can do in Smartsheet
16 actions Liaison can take in Smartsheet. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add ColumnAdd a single column to an existing sheet, at the end or at a chosen position
- Add Row to Sheet
- Copy RowsCopy rows from one sheet to another
- Copy SheetCopy an existing sheet to a new location
- Create SheetCreate a new blank sheet with its column schema defined up front, inside a workspace or a folder
- Delete ColumnPermanently delete a column from a sheet
- Delete Rows
- Delete SheetPermanently delete a sheet
- Email SheetSend a sheet as an email attachment to one or more recipients
- Import Sheet
- Move RowsMove rows from one sheet to another
- Move SheetMove a sheet to a different workspace, folder, or home
- New Sheet From TemplateCreates a new sheet from a template
- Update ColumnUpdate a column's title, type, or position in a sheet
- Update Row
- Update SheetRename an existing sheet, leaving its rows, columns, attachments, and sharing untouched
Works alongside Smartsheet
The tools Liaison most often reads together with Smartsheet.
Liaison in Smartsheet, set up with you, for $629 a month.
- Connects to Smartsheet with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Smartsheet with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Smartsheet?
No. You keep Smartsheet exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your files, and does the work in it the way a person on your team would.
How does Liaison connect to Smartsheet?
With access you grant from your own Smartsheet account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Smartsheet without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.