Is it possible to email a Smartsheet report automatically to specific people on specific date?s?

dminor764

I have created a report that looks back at closed action items for the last rolling 30 days. I want to auto email this report on Monday to the shared user of the report.

Nick Korna

HI @dminor764,

This is absolutely possible.

From the File menu, select "Send as attachment", which will open a screen like this:

Fill out the To, Subject etc. (and change the format to Excel if required!) as you see fit and then click on the "Schedule" brings up a box with additional options. For example, if you wanted to send the report every Monday starting from next week at 8am:

Hope this helps, but if you've any questions on it just post! 😊

Nick Korna

HI @dminor764,

This is absolutely possible.

From the File menu, select "Send as attachment", which will open a screen like this:

Fill out the To, Subject etc. (and change the format to Excel if required!) as you see fit and then click on the "Schedule" brings up a box with additional options. For example, if you wanted to send the report every Monday starting from next week at 8am:

Hope this helps, but if you've any questions on it just post! 😊

Cathy Betzer

Thank you for the question and responses. I have been using these actions for over a year and they recur monthly on the 1st of every month. My question is how to edit the recurring email as the message is now outdated. I can't figure out how to open the recurring piece to edit the wording. Any ideas?

Andrée Starå

Hi @Cathy Betzer

I hope you're well and safe!

Unfortunately, I don't think it's possible now to edit, and you would have to create a new one, 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.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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