Proof Workflow
Hello,
Is there a way to create an automation to email a final Proof? I need Smartsheet to automatically email a Proof once the Proof has been marked as completed. Additionally, I need it to send the proof to a group of emails which would be a contact column in my sheet.
Currently, we have to manually download and then email the final Proof to the select group of individuals. I'm hoping to automate this process.
I currently have to hide the proof column and the attachment column from employees as the proof draft(s) and generated attachment(s) have confidential information and only one department has authorization to see such documents. Once the proofs are completed and the confidential information has been removed, then I need a more efficent way to get the PDF to other departments.
Thanks,
Answers
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I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!
I hope that helps!
Be safe, and have a fantastic weekend!
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you! I just submitted the idea.
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Excellent!
Happy to help!
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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