Amazon Q Enterprise is a completely managed, generative AI–powered assistant that empowers enterprises to unlock the total potential of their information and organizational information. With Amazon Q Enterprise, you may rapidly entry solutions to questions, generate summaries and content material, and full duties through the use of the experience and data saved throughout varied information sources and enterprise methods inside your group. On the coronary heart of this revolutionary answer are information supply connectors, which seamlessly combine and index content material from a number of information sources and enterprise methods akin to SharePoint, Confluence, and Smartsheet.
This publish explains tips on how to combine Smartsheet with Amazon Q Enterprise to make use of pure language and generative AI capabilities for enhanced insights. Smartsheet, the AI-enhanced enterprise-grade work administration platform, helps customers handle tasks, applications, and processes at scale. By connecting Amazon Q Enterprise with Smartsheet, enterprise customers, buyer options managers, product managers and others can achieve deeper understanding into their work by asking pure language questions.
The next are examples of questions you may ask Amazon Q Enterprise to realize actionable insights:
- Undertaking standing updates – Get fast insights into mission well being
- What’s the standing of the web site redesign mission?
- Is the cellular app launch on observe for the deliberate date?
- Which tasks are presently not on time within the Q3 roadmap?
- Job administration – Discover details about duties and motion gadgets
- What duties are assigned to John Doe?
- Has the advertising and marketing plan been accomplished?
- What’s the due date for the shopper analysis presentation?
- Useful resource allocation – Perceive useful resource distribution and workload
- What number of sources are allotted to the product launch mission?
- Which tasks require further staffing based mostly on present activity masses?
- Price range monitoring – Monitor mission and departmental budgets in actual time
- What’s the present price range standing for the advertising and marketing marketing campaign?
- How a lot price range is remaining for the customer support coaching initiative?
Overview of Smartsheet
Smartsheet combines the simplicity of a spreadsheet with highly effective options for collaboration, workflow automation, content material administration, and reporting. Smartsheet powers mission-critical work securely and reliably at scale for hundreds of organizations worldwide, together with over 85% of Fortune 500 firms. Prospects depend on Smartsheet to open hundreds of latest restaurant areas, distribute vaccines, construct rockets, and extra.
On this instance, we’re utilizing Smartsheet to trace duties for a software program growth mission. This sheet consists of columns for Job, Proprietor, Workforce, Stage, Begin Date, Finish Date, and extra.
Overview of the Smartsheet connector for Amazon Q Enterprise
By integrating Smartsheet as an information supply in Amazon Q Enterprise, you may seamlessly extract insights. For instance, service operations managers can use the brand new connector to ship complicated tasks extra effectively and persistently. By asking the Amazon Q Enterprise clever assistant particular questions, the group can entry insights from a number of information sources, together with sheets, conversations, and attachments in Smartsheet which were linked. The generative AI–powered assistant performs deep searches inside the information whereas respecting entry and permission ranges, saving priceless time and enhancing mission oversight. This streamlined course of improves consumer retention, will increase accuracy, and elevates total service high quality.
You possibly can combine Smartsheet to Amazon Q Enterprise by means of the AWS Administration Console, AWS Command Line Interface (AWS CLI), or the CreateDataSource API.
The Amazon Q Enterprise Smartsheet connector understands consumer entry permissions and strictly enforces them on the time of the question. This makes positive that customers can’t entry content material they don’t have permissions for. For managing safety, seek advice from Identification and entry administration for Amazon Q Enterprise.
Stipulations
Earlier than you start, just be sure you have accomplished the next conditions.
- In Smartsheet
- Have entry to the Smartsheet Occasion Reporting API. Use the Occasions API Entry Request type to request entry in your group, illustrated by the next screenshot.
- A Smartsheet entry token. You want this to attach Smartsheet to Amazon Q Enterprise. For producing a token, seek advice from Authentication and Entry Tokens. Maintain observe of the generated entry token since you’ll must retailer it in AWS Secrets and techniques Supervisor as a part of configuring your Amazon Q software.
- In your AWS account
- Have entry to the Smartsheet Occasion Reporting API. Use the Occasions API Entry Request type to request entry in your group, illustrated by the next screenshot.
For detailed steering on finishing these steps, seek advice from Stipulations for connecting Amazon Q Enterprise to Smartsheet.
Configure and put together the Amazon Q Enterprise Smartsheet connector
Comply with the steps under to create the retriever and information supply:
- Beneath Enhancements within the navigation pane, choose Information sources. Then select Add an index, as proven within the following screenshot.
- Beneath Index provisioning, choose Enterprise after which select Add an index, as proven within the following screenshot. The Enterprise choice is good for workloads requiring most replace efficiency.
- Beneath Enhancements within the left navigation pane, choose Information sources.
- On the Information sources web page, select Add information supply, as proven within the following screenshot.
- On the Add information supply web page, within the Information sources part, add the Smartsheet information supply to your Amazon Q Enterprise software and comply with the steps at Connecting Amazon Q Enterprise to Smartsheet utilizing the console.
- On the Smartsheet information supply web page, choose and enter the next info:
- Information supply title
- AWS Secrets and techniques Supervisor secret
- IAM position and Position title
- Sync scope
- Frequency
Creating the info supply ought to solely take a couple of minutes. After it’s arrange, you’ll discover a inexperienced success notification on the console and the info supply shall be displayed within the Information supply particulars part, as proven within the following screenshot.
Subsequent, you might want to sync the Smartsheet information supply. Within the Sync historical past part, select Sync now to provoke the method of crawling and ingesting information out of your supply into Amazon Q Enterprise. After the sync job is full, your information supply shall be absolutely prepared to be used, as proven within the following screenshots.
Amazon Q Enterprise and Smartsheet connector in motion
After creating your Amazon Q Enterprise software, and efficiently syncing the Smartsheet information supply, you may check the mixing. Ask questions associated to a mission and observe how the app responds in actual time. Comply with these steps:
- Within the left navigation pane, choose AmazonQ-smartsheet-connector software and select Deployed URL, as proven within the following screenshot.
In our instance, we requested the next questions relating to our mission captured in Smartsheet, and Amazon Q Enterprise generated responses for the mission homeowners relating to standing and offered further info for every activity.
Query 1 – What’s the mission standing for creating the UI?
Amazon Q Enterprise response – As proven within the following screenshot, Amazon Q Enterprise generated a response figuring out the standing as in progress, the title of the group member performing the work, and the scheduled completion date.
Query 2 – Record all of the tasks with their deadlines
Amazon Q Enterprise response – As proven within the following screenshot, Amazon Q Enterprise generated a solution and listed the tasks with their deadlines, together with quotation hyperlinks from the Smartsheet.
Query 3 – What mission is Chloe Evans dealing with? Are you able to present extra details about it?
Amazon Q Enterprise response – As proven within the following screenshot, Amazon Q Enterprise generated a solution summarizing the duties that Chloe Evans is dealing with.
Troubleshooting
For those who encounter points whereas asking questions in Amazon Q Enterprise, the issue is perhaps because of lacking permissions required to entry sure info. Amazon Q Enterprise strictly enforces the doc permissions set in its information supply. Comply with these steps to troubleshoot:
- Verify indexing standing – Affirm whether or not the Smartsheet connector has been efficiently listed within the Amazon Q Enterprise software. This makes positive that the info supply is correctly built-in.
- Confirm consumer permissions – Be sure that the Smartsheet consumer account has the mandatory permissions to entry and skim the data from the sheet. Correct permissions are essential for enabling Amazon Q Enterprise to retrieve and course of the required information.
Moreover, as an administrator managing the Amazon Q Enterprise software, you may troubleshoot these points by following these steps and utilizing the document-level sync studies, which improve visibility into information supply sync operations. These studies present complete and detailed insights built-in into the sync historical past, together with granular indexing standing, metadata, and entry management listing (ACL) particulars for each doc processed throughout an information supply sync job.
The detailed doc studies are saved within the new SYNC_RUN_HISTORY_REPORT log stream below the Amazon Q Enterprise software log group, ensuring that essential sync job particulars can be found on demand when troubleshooting. For extra info, seek advice from document-level sync studies.
As proven within the following screenshot, we used Amazon CloudWatch Logs Insights to question the SYNC_RUN_HISTORY_REPORT log stream, which meant we might assessment the sync standing intimately.
Clear up
Full the next steps to scrub up your sources:
- Choose the app you created earlier, then select Delete.
- On the Amazon Q Enterprise console, select Functions within the navigation pane.
- Choose the applying you created, and on the Actions menu, select Delete.
Conclusion
On this publish, we explored how Amazon Q Enterprise can seamlessly combine with Smartsheet to assist enterprises unlock the total potential of their information and information. With the Smartsheet connector, organizations can empower their groups to search out solutions rapidly, speed up mission monitoring, streamline activity administration, automate workflows, and improve collaboration.
Now that you just’ve realized tips on how to combine Amazon Q Enterprise together with your Smartsheet content material, it’s time to faucet into the total potential of your group’s information. To get began, join an Amazon Q Enterprise account and comply with the steps on this publish to arrange the Smartsheet connector. Then, you can begin asking Amazon Q Enterprise pure language questions and watch it floor insights in seconds.
Concerning the Authors
Brandon Seiter is a Senior Director, Company Growth at Smartsheet. He has 15+ years of expertise serving to firms develop their inorganic progress methods and overseeing their Company Growth actions, together with mergers & acquisitions, strategic partnerships and new enterprise incubation. At Smartsheet he performs a pivotal position in nurturing relationships with Smartsheet’s know-how companions and creating joint associate initiatives.
Aidin Khosrowshahi is an Amazon Q Specialist Options Architect at AWS, the place he brings his ardour for generative AI and serverless purposes to life. As an energetic member of the AI/ML and serverless neighborhood, he makes a speciality of Amazon Q Enterprise and Developer options whereas serving as a generative AI professional. He helps prospects implement finest practices whereas fostering collaboration and driving innovation throughout the AI/ML ecosystem.
Chinmayee Rane is a Generative AI Specialist Options Architect at AWS, with a core concentrate on generative AI. She helps Unbiased Software program Distributors (ISVs) speed up the adoption of generative AI by designing scalable and impactful options. With a robust background in utilized arithmetic and machine studying, she makes a speciality of clever doc processing and AI-driven innovation. Outdoors of labor, she enjoys salsa and bachata dancing.
Lokesh Chauhan is a Sr. Technical Account Supervisor at AWS, the place he companions with Enterprise Prospects to optimize their AWS journey and drive cloud success. He’s a member of the AI/ML neighborhood and serves as a generative AI professional. As a 12x AWS-certified TAM, he brings deep technical experience throughout the AWS platform. Previous to becoming a member of AWS, he held management positions together with Undertaking Lead and Sr. Database admin, constructing in depth expertise in database and operations throughout a number of organizations.
