Learn how to embed Smartsheet inside a Bit document as an iframe in 5 easy steps!

Technology has significantly shaped how we all work. There’s no doubt that technology has enabled new processes, strategies, and procedures that have made us more productive and efficient.

Work overload decreases productivity by 68% in employees who feel they don’t have enough hours in the day to complete their tasks.

However, the cloud and apps based workflow of today has helped increase productivity by getting rid of commute times, time spent searching for information, as well as time spent on other administrative tasks that technology can do very quickly.

Even though technology has enabled us to perform better at our work and does stuff quickly, the presence of so many apps and tools always leaves us feeling overwhelmed with notifications and alerts. This is where tools like Smartsheet comes in handy!

 

Less talk, more action with Smartsheet!

Smartsheet is a cloud-based collaboration tool that allows teams to plan, capture, track, automate, and report on work at scale. With a clear intuitive interface, Smartsheet empowers business users to quickly configure, adapt, and improve their work processes.

With a spreadsheet like an interface, Smartsheet allows users to quickly view all operations in action, plan and collaboratively, and keep a tab on the workflow throughout the organization.

According to Forrester, over 92% of Smartsheet’s customers find it easy to deploy and use, and 96% of them would recommend Smartsheet to a colleague. It has also been named in the Forbes “Cloud 100” list of the best private companies in cloud computing, and by Gartner as a “Cool Vendor”.

Read more: How to Add Lucidchart Diagrams to Your Documents

 

Smartsheet and Bit docs: The perfect workflow!

If you love using Smartsheet to create sheets and manage workflows, you are going to love this new Bit integration! But if you are new here, let me just give you an introduction about Bit!

Bit.ai is a new-age document collaboration and communication tool that helps teams to collaborate, share, track and manage all company knowledge in one place.

Bit.ai Home Page CTA

Bit allows teams to create workplace documents like- project proposals, sales decks, training documents, how-to guides, company policies, process documentation, media kits, fact sheets, competitive research, case studies, e-books, etc. and provides a safe and robust place to store these documents.

If you want to send these documents to external partners, clients, customers or prospects, you can even track them to get intelligent engagement insights.

The secret sauce to Bit is its ability to create documents like no other document editor out there. Bit helps you create documents of the future that are dynamic and much more than plain-boring text.

Apart from allowing multiple users to collaborate on documents, Bit also allows users to share any sort of rich media like YouTube videos, SoundCloud Playlists, embed Google Sheets, Docs, and Slides, One Drive Excel Spreadsheets, Smartsheets, GIFs, Tweets, Cloud files, Pinterest boards, etc.

Basically, anything on the internet with a link can be shared and Bit will automatically turn it into visual content.

Bit’s documents are smart enough to read any weblink and automatically transform that link into visual content. Just enter any weblink on a blank line and hit enter. Bam! The content will show up beautifully.

Read more: How to Embed Google Docs in Your Documents

 

Embed Smartsheet inside a Bit document as an iframe!

With Bit, you can copy and paste any Smartsheet weblink on a blank line of a Bit document and hit enter. No more dealing with messy iFrame/embed code!

Follow these simple steps to add your Smartsheet sheets, reports or even dashboard into your Smart Bit Documents:

1. Click the publish button for your Smartsheet.

Preview of publish button on your smartsheet spreadsheet

2. Select the publish option.

Preview of publish options on a smartsheet

3. Copy the Smartsheet publish link.

Preview of copying the smartsheet publish button

4. Go to Bit.ai and paste the link on a blank line and hit enter.

Preview of pasting smartsheet link in a bit document

5. Bit will automatically fetch the Smartsheet file and display it like this.

Preview of embedded smartsheet spreadsheet in a bit document

Important: Any changes made to this Smartsheet will be reflected in this Bit document rich embed in real-time.

Here are a Few Ways to Use Smartsheets in Documents:

  • Sales Collateral
  • Marketing Collateral
  • Project Management
  • Presentations
  • Business Plans
  • Investor Decks/Updates
  • Training Documents/Guides
  • Employee Onboarding
  • Client Onboarding
  • Research
  • Reports
  • Competitor Research and more!

👉Watch this video to learn more:

 

Conclusion

Bit provides a common workplace for knowledge workers and executives to collaborate with employees, share their knowledge, brainstorm ideas, store digital assets, and innovate together.

With Bit’s ability to embed rich media like videos, audio, files and of course, Smartsheet files, you can bring all of your work in a single location and collaborate with your teammates more effectively!

Further reads: 

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