SmartSuite integration & automation experts

We can help you automate your business with SmartSuite and hundreds of other systems to improve efficiency and productivity.

SmartSuite consultants
SmartSuite

What you can automate with SmartSuite

SmartSuite is a work management platform that combines project management, task tracking, CRM, and workflow automation in a single tool. Think of it as a more structured alternative to Airtable or Monday.com, with built-in views for grids, Kanban boards, calendars, timelines, and dashboards all connected to the same underlying data. What makes SmartSuite stand out for business teams is its solution templates and automation engine. Rather than building your project management setup from scratch, you can start with pre-built templates for specific use cases — sales pipelines, project tracking, HR onboarding, client management — and customise from there. The built-in automations handle routine tasks like status updates, notifications, and record creation without needing external tools. At Osher, we help businesses integrate SmartSuite into their broader tech stack and build advanced automations that go beyond what the built-in features offer. Using n8n, we connect SmartSuite to your accounting software, CRM, communication tools, and custom systems so that data flows automatically between platforms. Our business automation services turn SmartSuite from a standalone work management tool into the operational backbone of your business. See our talent marketplace case study for an example of connected work management. SmartSuite includes team collaboration features, document storage, time tracking, and reporting dashboards. For Australian businesses looking for a single platform to manage projects, clients, and internal processes without juggling multiple subscriptions, it provides genuine depth at a competitive price point.

SmartSuite FAQs

Frequently Asked Questions

Common questions about how SmartSuite consultants can help with integration and implementation

SmartSuite offers more built-in views and features than Airtable at a similar price point, including Gantt charts, dashboards, and time tracking without add-ons. Compared to Monday.com, SmartSuite is more flexible with data structures and typically costs less per user. The main trade-off is that SmartSuite has a smaller app marketplace, which is where custom integrations become valuable.

How it works

We work hand-in-hand with you to implement SmartSuite

As SmartSuite consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate SmartSuite with integrate and automate 800+ tools.

Step 1

Operations and Workflow Audit

We review your current project management, client tracking, and operational processes. This includes understanding what tools you use today, where data lives, and which manual processes are slowing your team down so we can design the right SmartSuite setup.

Step 2

SmartSuite Architecture Design

We design the workspace structure, solution layouts, field types, and views that match how your team actually works. This architecture covers project tracking, client management, and any other processes you want to centralise in SmartSuite.

Step 3

Setup and Data Migration

We configure SmartSuite with your custom architecture, set up user roles and permissions, and migrate data from your existing tools. Historical project data, client records, and active tasks are transferred cleanly to minimise disruption during the switch.

Step 4

Automation and Integration Build

Using SmartSuite's built-in automations and n8n for external connections, we build the workflows that automate routine tasks. This includes status notifications, data syncing with accounting and email tools, and any custom logic your operations require.

Step 5

Testing and Team Review

We test every workflow, automation, and integration with realistic scenarios. Your team uses the system for a trial period to confirm it matches their daily needs, and we refine the setup based on their feedback before full rollout.

Step 6

Training and Ongoing Support

We provide hands-on training for your team covering daily SmartSuite usage, the automations we built, and how to create new views and reports. We also supply documentation and offer ongoing support for workflow adjustments as your business needs evolve.

Works well with SmartSuite

Other tools we connect and automate alongside SmartSuite.

Get in touch

Ready to automate SmartSuite?

Tell us what you want SmartSuite to talk to and we’ll map out the build, the cost and the payback.

SmartSuite enquiry

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Transform your business with SmartSuite

Get in touch for a free consultation to see how we can automate your operations with SmartSuite.

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