Generate PDF and email

Hi,

I have a very simple sheet that I wish to turn into a PDF (all rows and columns) and email out each week when a value in a particular cell is changed.

I can get an automation to send an email when the cell is changed, but I can't figure out how to generate a PDF which can then be attached to the email.

Is it possible? If so, how would I do it?

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Automations

Email Notifications

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Andrée Starå

Hi @PhilB178

I hope you're well and safe!

Unfortunately, it's not possible now (if you don't create a Document Builder Template), but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds

Recurring Send as Attachment from the sheet (can send as PDF or Excel)
Same as above but from a Report instead

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Murilo Masson

Hi all,

since this post is from May 2023, I was wondering if this has been implemented in the Smartsheet some how.

are we able now to generate PDF with several row which would meet a condition or not?

are we able to generate a PDF based on a report or not?

Thanks for your support and have a fantastic week!

Cheers

Murilo

Andrée Starå

Hi @Murilo Masson

I hope you're well and safe!

Unfortunately, no, but it's still an excellent idea!

To add your vote! Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Murilo Masson

Here we go.... Please vote

Generate a PDF, collecting multiple row, based on a criteria — Smartsheet Community

Andrée Starå

@Murilo Masson

Excellent!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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