Automate smartsheet data

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Suser1
Suser1 ✭✭
edited 02/12/23 in Smartsheet Basics

Hi all, my first post on here


We use smartsheet in our business for data and daily workflow. We manage dozens of employees who are getting assigned to do offline tasks, (they are not using smart sheet), usually with a client. We use smartsheet to collaborate between the managers, and we have the data in the sheets, but I would really like to have an automated tool, a computerized system to keep track of who is getting assigned to which client at what time and for what task, and also to track whether each client is getting all of the services they need, in order to prevent overlap, see who is available and generally make the workflow more efficient.


We have the business plan. I would like to know if that's something that could be achieved through available smartsheet tools. Thanks in advance

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