I will set up smartsheet automation, dashboard setup, automated workflows integration


About this gig
Is your Smartsheet a mess of disconnected sheets, manual updates, and reports nobody trusts? I turn it into a clean, automated system your team actually runs on.
I build and fix:
- Smartsheet dashboards showing live project status, budgets, and workload at a glance
- Automations and workflow rules that kill manual data entry, reminders, and approvals
- Project management setups: sheet architecture, cross-sheet references, formulas, Gantt, and reusable templates
- Reports and roll-ups that pull the right data automatically
- Integrations connecting Smartsheet to your other tools (via automations, API, Zapier, or Make)
You get a system that scales from one project to fifty without rebuilding it every time.
How I work: I scope first, tell you exactly what I will build and where it could break, then deliver with a short walkthrough so your team runs it without me. Fast, same-day replies.
Not sure what you need? Message me your current setup or the process you still do by hand, and I will tell you the cleanest way to automate it.
Get to know Gerrard
AI Automation and API integration Expert
- FromUnited Kingdom
- Member sinceNov 2025
- Avg. response time1 hour
- Last delivery3 weeks
Languages
Welsh, Italian, German, French, Afrikaans, Portuguese, Danish, Greek, Spanish, Luxembourgish, Bulgarian, Chinese, Japanese, Arabic, Czech, Swedish, English
My Portfolio
FAQ
Do you build in my Smartsheet account or start from scratch?
Either. I build directly in your account, clean up what you have, or design a new system from blank. Just share the sheets or add me as admin when we start.
Can you fix a messy Smartsheet setup I already have?
Yes. Send access and tell me what is not working. I audit the structure, fix broken formulas and links, and rebuild it into something clean and reliable.
What do you need from me to get started?
A short description of your process or goal, access to your Smartsheet or a sample, and any dashboards or reports you want. Not sure? Message me and I will map it out.
Can you connect Smartsheet to my other tools?
Yes. I connect Smartsheet to Google Sheets, email, forms, and CRMs using Smartsheet automations, the API, Zapier, or Make, whichever fits your case best.
Do you build dashboards and reports, or just sheets?
Both. Live dashboards for status, budgets, and workload, plus reports and roll-ups that pull the right data automatically so you stop rebuilding them by hand.
