Smartsheet - CELUM Integration and Automation

Common Integration Use Cases Between Smartsheet and CELUM

1. Campaign Planning in Smartsheet with Approved Assets from CELUM

Marketing teams can plan campaign timelines, owners, dependencies, and launch milestones in Smartsheet while pulling approved creative assets from CELUM into the project plan. Smartsheet serves as the execution hub for tasks and dates, and CELUM remains the source of truth for final brand-approved files.

• Data flow: CELUM to Smartsheet
• Business value: Faster campaign execution with fewer version control issues
• Example: A product launch sheet in Smartsheet links to the final banner, email, and social assets stored in CELUM

2. Asset Review and Approval Workflow Coordination

When a creative request is created in Smartsheet, the integration can trigger an asset review workflow in CELUM. Status updates from CELUM, such as in review, approved, or rejected, can then be written back to Smartsheet so project managers can track progress without switching systems.

• Data flow: Bi-directional
• Business value: Better visibility into creative approvals and fewer missed handoffs
• Example: A campaign manager sees in Smartsheet when a brochure has been approved in CELUM and is ready for production

3. Centralized Content Production Tracking for Marketing Operations

Marketing operations teams can use Smartsheet to manage the full content production schedule, including copywriting, design, legal review, and publishing dates, while CELUM stores the associated assets and metadata. This creates a single operational view of content work and the related digital files.

• Data flow: Smartsheet to CELUM and CELUM to Smartsheet
• Business value: Improved coordination across creative, legal, and marketing teams
• Example: Each content row in Smartsheet includes a CELUM asset link, approval status, and publication readiness

4. Brand Governance for Distributed Teams

Global teams can use Smartsheet to assign regional campaign tasks while CELUM enforces brand governance, rights management, and approved asset usage. Regional marketers receive only the correct, approved files from CELUM, and Smartsheet tracks local execution deadlines and responsibilities.

• Data flow: CELUM to Smartsheet
• Business value: Stronger brand consistency across regions and channels
• Example: A regional launch plan in Smartsheet references only the approved local-language assets stored in CELUM

5. Content Request Intake and Triage

Business users can submit content or asset requests through Smartsheet forms, which then create structured work items for the marketing team. Once the request is accepted, the resulting asset project can be linked to CELUM for storage, versioning, and distribution.

• Data flow: Smartsheet to CELUM
• Business value: Standardized intake process and reduced manual request handling
• Example: A sales team submits a request for a new one-pager through a Smartsheet form, and the final approved PDF is stored in CELUM

6. Publishing Readiness and Launch Coordination

Before a campaign or product launch goes live, Smartsheet can track readiness across teams, including asset completion, approvals, and channel-specific tasks. CELUM provides the final approved assets and metadata needed for publishing to web, email, social, or partner portals.

• Data flow: Bi-directional
• Business value: Fewer launch delays and clearer go or no-go decisions
• Example: A launch checklist in Smartsheet confirms that all CELUM assets are approved and available before the release date

7. Asset Status Reporting for Portfolio Management

Leadership teams can use Smartsheet dashboards to report on content production throughput, approval cycle times, and campaign readiness by pulling status data from CELUM. This gives portfolio managers a consolidated view of work progress and asset availability across multiple initiatives.

• Data flow: CELUM to Smartsheet
• Business value: Better executive reporting and resource planning
• Example: A portfolio dashboard in Smartsheet shows how many assets are in draft, review, approved, or published status in CELUM