Detailed automation

Greetings All,

I have a sheet that in one block, I have several names to choose from. I am looking for a way to automate an email to the specified trainer(s) when their name is selected. Is this possible?


TIA.

Matt

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @MGarvey

    I hope you're well and safe!

    Yes, with a workflow, either by changing the list to contacts, having the contacts tied to the name selected in the workflow, or by using a directory that collects the email for the contact so it's used in the alert.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • MGarvey
    MGarvey ✭✭

    Hi Andrée,

    We are on the same page. I have 14 trainers in a verticle checklist. I am looking to send a copy of the sheet to the selected trainers and a group of Admins. The Admin part I have already configured. I cannot find how to associate an email address with an individual in the pick list.


    Matt