Is there any way when generating a document to have it (not a link) sent to an email address?
I'm trying to share a document once it's created, and some people may get lost if they go to the smartsheet to view. I'm trying to figure out a way to automate to send the actual document (not a link) sent to my email? that way i can create an automation from there that will send to everyone who needs it.
My other thought is this: is there an automation to download and send a generated document? Any suggestions would be greatly appreciated. Thank you!
Answers
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Hi @Mary Wall
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Smartsheet API
- Smartheet Premium App, Bridge
- 3rd-party service, Zapier, PowerApps, or similar
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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