Hi,
I had a look through the existing questions, and couldnt find an answer to this, so apologies if it out there somewhere!
we have a sheet where we log enquiries we receive as and when we receive them. In the log we capture the date the enquiry was answered, along with details of the enquiry and the response we provided. We also have a date for follow up to see if we can provide any further assistance, and to ask for feedback about our services.
At the moment we have an alert set up so that when the followup date is reached we get an email saying to follow up.
I was wondering if it would be possible to automate this process, so that the smartsheet automatically sends a preset email once the follow up date is reached, or a fixed amount of time after the date the advice was given. We do not want the email to give access to the sheet, it is literally a 'you contacted us on x date and we gave you some advice on x subject, can we help you with anything else, and would you please complete this short survey to tell us how we did'.
Is this possible? I can't see a way to do it but feel like I may be missing something.
Thanks,
Barbara