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Setting Up Auto-Updates with Smartsheet via MCP

Track Smartsheet metrics automatically in your Key Results. Connect sheets to calculate completion rates, filtered counts, time-based velocity, and multi-field logic without manual updates. Supports complex conditions across any columns.

Updated over 2 weeks ago

Manually checking Smartsheet for updated numbers wastes time and creates lag in your OKR tracking. This integration connects your Key Results directly to Smartsheet so metrics update automatically.

When you set up this connection, Rhythms calculates exactly what you need from your sheets (completion counts, weighted scores, time-based metrics, complex filters) without manual data entry. Your OKR progress reflects current data without copying values.

Best used when:

  • Your team manages work or tracks data in Smartsheet

  • You need numeric metrics that change frequently

  • You want to track specific conditions or calculations (not just row counts)

Not ideal for: Objectives (which use automatic rollup instead)


Before You Connect

Workspace requirement: Your Rhythms workspace administrator must enable Smartsheet integration. Enable Integrations for Your Workspace explains how admins manage this.

Your access needs: Viewer access to the Smartsheet sheet you want to track.

โš ๏ธ Feature Flag Required
This integration requires the MCP integrations feature flag at the tenant level. Contact your Rhythms representative to enable this capability.


How to Connect Smartsheet

Authenticate with Smartsheet

  1. In the AI conversation, select Smartsheet from integration options

  2. Click Authorize when prompted

  3. Sign in to your Smartsheet account in the popup window

  4. Click Allow to grant Rhythms access to your sheets

Configure Your Connection

Rhythms will ask you to describe which sheet and what metric you want to track.

Finding your sheet:

  • "Find my Q1 project tracker"

  • "The sheet where we track customer feedback"

  • "Engineering sprint board"

Rhythms searches your Smartsheet workspace and shows matching sheets.

Describing what to track:

Smartsheet supports more filtering and calculation options than most integrations. You can track simple counts or complex multi-field logic.

Basic Tracking

Count or sum based on single field values:

  • "Count rows where Status equals Complete"

  • "Sum Budget column for active projects"

  • "Track percentage of tasks marked Done"

Filtered Tracking

Narrow to specific rows using any column:

  • "Count items where Priority is High"

  • "Track tasks assigned to Engineering"

  • "Sum costs for items in Phase 2"

Time-Based Tracking

Use creation or modification timestamps for velocity and aging:

  • "Count items completed in the last 7 days"

  • "Track average age of items in In Progress status"

  • "Calculate weekly completion rate"

Multi-Field Logic

Combine conditions across unlimited columns:

  • "Count where Priority is High AND Status is not Complete"

  • "Track items where Budget exceeds 10000 OR Deadline is within 7 days"

  • "Sum costs for Engineering team items in Q1 phase"

Advanced Calculations

For progress metrics that need custom logic:

  • "Calculate total where High priority counts 3x, Medium 2x, Low 1x"

  • "Track percentage of items delivered on time"

  • "Count items where actual cost exceeds planned by more than 20%"

How filtering works: When you describe what to track, Rhythms writes Python code that calculates your metric. This code runs during daily sync.

Be specific about conditions: Instead of "track project status," describe exactly what success looks like: "count projects where Phase equals Development AND Status equals On Track AND Budget Used is less than 80 percent." The more specific you are about what conditions matter for your Key Result, the more accurately Rhythms tracks your progress.

Verify Your Connection

After configuration, check that:

  • The calculated value matches your expectation from Smartsheet

  • The connection shows recent "Last synced" timestamp

  • Connected to Smartsheet indicator appears on your Key Result

Known constraints:

  • Each connection tracks one sheet (create separate connections for multiple sheets)

  • Configuration is fixed after setup (disconnect and reconnect to change filtering)


After You Connect

What syncs automatically:

  • Your calculated metric updates daily at 3 AM UTC

  • Progress percentage adjusts based on your target

  • History preserves your tracking over time

What you still provide:

  • Context through check-ins explaining why numbers changed or what blockers exist (Effective Check-ins)

Sync frequency: Daily at 3 AM UTC, with manual refresh available via the refresh button


Adjusting Your Connection

To change which sheet you track or modify filtering logic, disconnect and reconnect.

What's preserved: Progress history remains in Rhythms

What happens: Updates stop until you complete the new connection, creating a gap during reconfiguration

Testing approach: Create a test Key Result to validate new filtering before changing production connections

The disconnect-and-reconnect process is covered in How to Set Up Auto-Updates.


Frequently Asked Questions

Can I connect multiple sheets to different Key Results?

Yes. Each connection tracks one sheet, but you can create unlimited connections. Different Key Results can track different sheets, or track the same sheet with different filters.

What happens if I lose access to the Smartsheet sheet?

Updates stop and Connected to Smartsheet shows an error. Your progress history remains, but no new data syncs until you regain access or disconnect.

Can I connect both Smartsheet and another tool to the same Key Result?

No. Each Key Result supports one auto-update connection. For multiple sources, create separate Key Results or manually combine data through check-ins.

Can I filter by any column in my sheet?

Yes. Unlike integrations limited to specific fields like status or priority, Smartsheet filtering works with any column including custom fields, formulas, dates, and text values.

Can I track time-based metrics like completion within 48 hours?

Yes. Every row has creation and modification timestamps. You can calculate time differences, aging, velocity, and time-to-completion metrics by describing what you need.

Can I weight different items differently in calculations?

Yes. Rhythms can execute weighted scoring where different items count differently based on priority, category, or any other field (example: "P0 items count 3x, P1 count 2x").

Does Rhythms modify my Smartsheet data?

No. Rhythms reads your sheet data to calculate metrics without making changes to your Smartsheet content.

What if my calculated value doesn't match what I expected?

Verify your filtering logic during setup preview. Create a test Key Result with the same logic to validate. If logic is correct but values differ, data may have changed in Smartsheet since last sync or filtering needs adjustment.

Can I track data from multiple sheets in one connection?

No. Each connection tracks one sheet. Use filtering within that sheet to focus on specific groups, categories, or subsets. If you truly need multiple sheets, consider whether you need multiple Key Results or create a consolidated view in Smartsheet first.


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