ClearPoint Strategy integration with Smartsheet
How to Add Smartsheet rows for new ClearPoint Strategy initiatives
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Smartsheet rows for new ClearPoint Strategy initiatives" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClearPoint Strategy integrations
ClearPoint Strategy actions
Nekton can use any feature that is available in ClearPoint Strategy API.
Using our advanced AI, you can easily create custom automations for ClearPoint Strategy.
Here are some typical actions you can do in your automated workflows.
Add Measure
Creates a new measure in a scorecard.
Add Initiative
Creates a new Initiative in a Scorecard.
Add Objective
Creates a new Objective in a Scorecard.
New Initiative
Triggers when a new initiative is created.
New Objective
Triggers when a new objective is created.
New Measure
Triggers when a new measure is created.
About ClearPoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.