Smartsheet cross sheet reference management AI agent

This AI agent manages Smartsheet cross-sheet references. It creates references and looks up a specific reference or a sheet’s references.

Workflow

The agent helps the user link data between sheets in Smartsheet.

1. Ask the user what they want to do and collect the details the action needs, such as the sheet ID.

2. Look up a cross-sheet reference by ID or list a sheet’s references.

3. Create a new cross-sheet reference.

4. Report the outcome to the user, including details of any error.

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Field

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Description

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Allow third party to access this AI agent

</td><td>

When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.

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Allow AI specialists to access this AI agent

</td><td>

When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.

</td></tr><tr><td>

Manage long-term memory

</td><td>

When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.

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Tools

</td><td>

• Flow Actions

Create Cross Sheet Reference

Look up Cross Sheet Reference by ID

Look up Cross Sheet References Stream

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Allowed user roles The specific user roles that can access this AI agent.

</td><td>

snc_internal

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Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

snc_internal

</td></tr><tr><td>

Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

Not applicable.

</td></tr></tbody> </table>Parent Topic:Smartsheet Spoke AI agents

Related topics

Smartsheet Spoke

Integration Hub spokes