Integration

Smartsheet + Whale

Smartsheet + Whale

Category

Contextual suggestions

Starting from

Scale Plan

By integrating Whale’s suggestions with Smartsheet via our Chrome and Microsoft Extensions, you can ensure that your team has immediate access to the right information at the right time. This reduces the need for unnecessary questions, enhances productivity, and supports the consistency of your company’s processes.

Overview

Our Chrome and Microsoft Extensions for Whale are designed to streamline your workflow by providing timely suggestions directly within your web-based tools. By integrating with Smartsheet, these extensions can push relevant process information to your team, reducing unnecessary questions and improving efficiency. Here are a few practical use cases:

Use Cases for Smartsheet Processes:

  1. Project Planning: When creating new project plans in Smartsheet, the extension can push templates and best practices. This helps ensure that all project plans are comprehensive and follow a consistent format.

  2. Resource Allocation: For allocating resources to projects, the extension can provide guidelines and checklists. This ensures that resources are assigned efficiently and according to the project’s needs.

  3. Status Tracking: When updating project statuses, the extension can push standardized status report templates. This helps team members provide clear and consistent updates, ensuring that all stakeholders are informed.

  4. Risk Management: For identifying and managing project risks, the extension can push risk assessment templates and guidelines. This ensures that potential risks are identified early and managed effectively.

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