The Smartsheet AI connector allows you to connect Benchling AI to your Smartsheet account. Benchling AI Chat can then retrieve relevant information from Smartsheet while respecting your authentication and permissions. Chat must be enabled on your tenant to use AI connectors.
OAuth authentication is only available in newer versions of this connector. Please uninstall and reinstall the Smartsheet AI connector to get the updated OAuth authentication capabilities. Existing installations will continue to use the earlier version of the AI connector until they are reinstalled.
Install the Smartsheet AI connector as an admin
Before you start, make sure you have access to the Tenant Admin Console in Benchling and permission to create an app in your organization's Smartsheet account.
[Benchling Admin] Start the installation
To start the installation:
- Navigate to the Tenant admin console > Settings
- Click AI Connectors
- Click Browse directory
- Select Smartsheet
- Click Install
- For step 1, select your Smartsheet region. Enter com if you use the US version of Smartsheet.
- For step 2, select OAuth
- On the next screen, copy the Redirect URI. You need it to create the OAuth app in Smartsheet.
[Smartsheet Admin] Create an OAuth app in Smartsheet
Benchling connects to Smartsheet through an OAuth app that belongs to your organization.
To create the OAuth app:
- Follow Smartsheet's instructions to register an OAuth app
- Name the app so that it is easy to identify, for example Benchling AI connector (<tenant name>)
- Set the App redirect URL to the Redirect URI you copied from Benchling
- Save the app, then copy the Client ID and Client secret that Smartsheet displays
The App redirect URL is the only required setting. It must exactly match the Redirect URI from Benchling.
[Benchling Admin] Finish the installation
To finish the installation:
- Return to the Smartsheet AI connector installation in Benchling
- Paste the Client ID and Client secret from Smartsheet into the form
- Click Install
- Click Authenticate
- In the Smartsheet window that opens, review and approve access for the app you created
- Return to Benchling. The tools available for the AI connector are listed
- Enable the tools you want Chat to be able to use
If the AI connector still shows Authenticate, click Authenticate again and close the Smartsheet window. At least 1 tool must be enabled for end users to be able to use the AI connector.
Set up the Smartsheet AI connector as a user
After an admin installs the Smartsheet AI connector, each user authorizes it with their own Smartsheet account. This gives Chat access to only the Smartsheet data you have permission to see. If you are updating and reinstalling this connector, you must complete these steps again.
To set up your AI connector:
- In the Navigation bar, click the AI sparkle icon
- In the Chat input box, click the + icon
- Turn Smartsheet on
- If you are reconnecting to a newer version of the connector, turn Smartsheet off, then turn it on again
- Complete authentication in the Smartsheet window that opens