Auto Send Documents

Joechaptaylor

Hi,

I have created a smartsheet database to track new starters, based on fields when a "completed" status is reached, a document is generated filled with new user info.

Is there a way to automate this to email to a user / contact assigned?

Paul Newcome

Yes. You would set up an alert type automation triggered when an attachment is added then set up the recipient to be based on your contact type column.

Andrée Starå

 @Joechaptaylor

I hope you're well and safe!

Yes, you can use Workflow that triggers when the document is added so it sends out an alert with the link to the document.

Make sense?

Would that 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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Darla Brown

Hi @Paul Newcome and @Andrée Starå

For clarification on a project I'm working on. Once a document is generated and attached to the row, the automation still sends a link to the attachment, correct? We still do not have a way to send the actual document. Because that would solve so many of my manual actions if the team could send the actual file. :/

Echomike

Agreed - I don't want the recipients to have to click through smartsheets stuff - just attach the file.

Rosetta Gordon

I am looking for a solution for this as well. I am utilizing Smartsheet to capture staff's thank you's from APP week coming up soon. I have it set up to create the document. I want the system to send the nominee the document.

Any suggestions?

Kristina_G

You can set up a workflow that sends an update request with "An attachment" selected in specific fields.

Mine is triggered by clicking on a "Generate Document" field which then automatically populates a "Date of Report Generation". When a date is populated it triggers the update request.

The recipient then receives an email, opens their request and has access to download all attachments. I have included a check box for them to indicate they have received their documents.

MTaber

@Kristina_G can you elaborate on how you're attaching standard documents to send out as part of the workflow?