How to set up an automation to link to a contact cell

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Hi,

I am using a project directory sheet for storing contacts. Is there a way to link other sheet automations to a cell in this directory sheet?

For example, I want an automation to send a notification to an engineer. The engineer contact is on the project directory sheet.

Currently I have to manually input the contacts into an automation which is to manual for my liking


TIA

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @John Kelly

    I hope you're well and safe!

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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