Is an automated export of a Smartsheet to an Excel file possible?
I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked.
I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I find it difficult to track all the changes being made to the project plan using the Activity Log or Cell History functions. I basically want an output file in Excel emailed to me regularly for version control purposes rather than having to save a new version of a project plan every time I need to make a change to the dates or durations of activities. Is this possible?
The responses I've been getting from Support are all around setting up automations, but NONE of them talked about how to get that automation notification to send me an Excel attachment of the project plan. I know I can export the project plan manually, but I'm managing multiple projects and don't always have time to think about doing this so an automation would be better.
I am on the standard Business plan, no additional add-ons like Data Shuttle or Data Connector, and unlikely to be approved to get these. I'm interested in whether this can be done with the standard Business licence.
Thanks in advance for your help!