Smartsheet on Microsoft Copilot Cowork: How it works -

In summary: Smartsheet in Microsoft Copilot Cowork lets you query and update assets across multi-step tasks while maintaining human approval points.

Smartsheet announced its presence in Microsoft Copilot Cowork, expanding the integration between work management and artificial intelligence agents. The proposal is to allow multi-step tasks to use information from Smartsheet and perform actions with human supervision.

What changed

Copilot Cowork can read and update Smartsheet rows, sheets, and reports while a flow is running. When an action requires validation, the process can pause for approval from the responsible person before continuing.

How it works in practice

The experience combines natural language instructions, authorized asset access, and execution steps. Designing with human approval is important to maintain control over changes, especially when the agent acts on operational data.

Impact for teams

Integration opens up space to automate routines that involve more than one tool, such as consolidating information, updating records and preparing follow-ups. The value depends on good scope definition, permissions and approval criteria.

How to prepare

Start with low-risk, high-volume processes, document what actions the agent can perform and establish those responsible for approvals. Review access in Smartsheet and Microsoft 365 before releasing use to larger groups.

Availability

The announcement indicates initial launch in the United States and availability associated with Business, Enterprise, Advance and Advanced Work Management plans, in addition to Microsoft Copilot Cowork requirements.

Smartsheet FAQ in Microsoft Copilot

Can Microsoft Copilot Cowork update Smartsheet?

Yes. With authorized access, he can read and update rows, sheets, and reports during a flow.

Is there human approval before changes are made?

The process can pause for approval when an action requires validation from the responsible person.

How to start using the integration?

Prioritize low-risk processes, review permissions, and clearly define permitted actions and those responsible for approvals.

Keep learning about Smartsheet

Count on TaskIT

TaskIT supports companies in the implementation, evolution and governance of Smartsheet. Our team can help assess the impact of this update, structure a pilot and adapt processes, automations, reports and training to safely take advantage of the feature.

Talk to TaskIT to plan the next steps in your environment.

Source: Official Smartsheet Release Notes. Features and availability may be changed by the manufacturer.