Auto emails

We want to send a 5 question 'Pulse check' to new employees starting from 3 months after they start for 6 months.

I have created the smartsheet form with the questions. I have a seperate smartsheet with employee name and start date etc.

How can I send auto reminders? I looked at sending a workflow from the employee smartsheet but struggled to see how to make it specific to that employees start date and only look at employees that have been with the company between 3 months and 9 months.

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Workflows in Smartsheet

Accepted answers

Okey

Sure!

First you will need to create a column to indicate the duration in months using formula such as =INT(MONTH([Start Date]@row)).

Then you can create a workflow using templates such as "Request an update when specified criteria are met".

Add a condition using the duration column adding the range e.g where duration is between 3 to 6.

Finalize workflow by indicating how and who to send it to.

I hope that helps

All comments

Okey

Hi @Josephine

Hope you are doing well!

I recommend including the form link in a workflow in the employees sheet.

The workflow will run on the time frame you intend to capture, then send the link to their emails.

Please let me know if you require further clarification.

Josephine

Hi Okey, Thanks for your response.

Yes comfortable with the first part but its how to set up the workflow so it is emailing out monthly but only capturing employees within 3 months and 9 months of their start date.

Okey

Sure!

First you will need to create a column to indicate the duration in months using formula such as =INT(MONTH([Start Date]@row)).

Then you can create a workflow using templates such as "Request an update when specified criteria are met".

Add a condition using the duration column adding the range e.g where duration is between 3 to 6.

Finalize workflow by indicating how and who to send it to.

I hope that helps

Okey

Hi @Josephine,

I noticed the discussion is still open. Please let me know if you are still having issues. 🙃

Josephine

Hi @Okey

Long weekend here so just getting back to this - thanks for your response, I think that will do the trick!

Okey

Anytime @Josephine. Hope you have a lovely week

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