Smartsheet Automated Workflows - When anything is added or changed - Weekly Report

Hello,

My team has a Smartsheet that is very column heavy due to the nature of the sheet. We would like to send out a automated sheet summary to stakeholders that contain any changes or additions highlighted weekly. The problem we are running into is that it looks like the email notification report contains all rows that have changes, but would like to only include rows that are specifically changed based on the advanced column selector in the message. Is there a way to do this or any workaround?

Thanks,

Matt

Answers

  • Lucas Rayala
    Lucas Rayala ✭✭✭✭✭✭

    Hi @MattMattMatt, for each column you want to include in the report, create an automation that does the following: WHEN a cell in COLUMN A changes, ADD a date to DATE COLUMN X.

    Recreate the same automation for each column you want to monitor (i.e. COLUMN B, COLUMN C, etc), but always updating the same date column (DATE COLUMN X).

    Then, create a single automation for your summary stakeholders that triggers once a week. Create a Condition where the workflow only triggers when DATE COLUMN X is within the last 7 days.