Connect Smartsheet to Perplexity
Give Perplexity governed access to Smartsheet’s 61 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Smartsheet to Perplexity in four steps
Admins approve the server once. Everyone in Perplexity then gets it through the same governed connection.
- 1
Approve Smartsheet in Runlayer
Add Smartsheet from the catalog and choose who can use it and which of its tools are allowed.
- 2
Connect Perplexity to Runlayer
Users add the Runlayer Plugin to Perplexity by following Runlayer’s setup guide. Perplexity reaches Smartsheet’s 61 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Perplexity setup guide - 3
Sign in to Smartsheet
An admin adds Smartsheet credentials to Runlayer once. They never sit in the client’s configuration.
- 4
Use Smartsheet from Perplexity
Smartsheet’s approved tools appear in Perplexity. Every call is checked against policy and recorded.
Tools
61 Smartsheet tools in Perplexity
Runlayer policy decides which of these Perplexity users can call.
Add chart to dashboard
Add a previously created chart to a Smartsheet dashboard as a widget.
Add columns
Adds one or more new columns to the specified sheet.
Add comment
Adds a new comment to an existing discussion.
Add rows
Adds one or more new rows to the specified sheet with optional positioning.
Attach URL
Attaches a URL to a Smartsheet sheet, row, or comment.
Browse folder
Browse all children (nested folders, sheets, reports, dashboards, templates) within a folder.
Browse workspace
Browse all children (folders, sheets, reports, dashboards, templates) within a workspace.
Create chart from data
Build a chart structure from pre-computed data values (bar, line, pie, or stacked bar).
Control
What Runlayer can see and stop in Perplexity
Some controls apply to every client at the gateway. Others depend on what Perplexity exposes to Runlayer.
Gateway policy (available)
Every Smartsheet call from Perplexity passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Perplexity as the client, the tool, and the policy and scanner decisions.
Managed browser extension (available)
Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Perplexity yet, so control happens at the gateway.
Frequently asked questions
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