Can Smartsheet send files as an automated workflow?

thomasheater

We are trying to create a client "welcome packet". We are envisioning our team members completing a Smartsheet form, and based on what they select (documents they need), Smartsheet will email them those specific files. I'm guessing that's not possible, but I wanted to be sure or see if there is an alternative solution.

Darren Mullen

@thomasheater Correct, it's not possible, but what I've in the past is include a link in the notification that points to a cloud storage location (Google Drive for Example).

If you are trying to only send certain documents conditionally, you'd have to determine a way to get the correct links in the notification.

I could think of a couple of ways, but would require a column for the link to each document or multiple conditions in the automation workflow

Andrée Starå

https://community.smartsheet.com/discussion/109617/can-smartsheet-send-files-as-an-automated-workflow

Hi,

I hope you're well and safe!

In some Client Solutions, I've added everything needed to a Dashboard/Portal and shared the link to it.

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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