How to automatically add info from one sheet to another?

Beth M

I have the Pro plan. I have two sheets, one called Deals and one called Emails. Both sheets have a "Name" column and an "Emails" column.

Is there a way to automatically add info from the "Name" and "Email" fields from the Deals sheet to the Emails sheet when a new entry is made?

Carson Penticuff

You can definitely do this. Look into "Automated Workflows", specifically, COPY ROWS this is actually one of the most useful features in Smartsheet and can handle some very complex operations. You do have some limitations with the Pro plan, in that you have a maximum of 250 automated workflows per month across your account. If you plan to use workflows on several sheets, or if data is added to your sheet very often, you would hit that cap very quickly. Moving to a Business account will eliminate that cap. If it makes sense for your use case, you can also set your workflow to trigger at specific times/dates instead of on each addition. For instance: If you have 20 new entries in your Deals sheet in a given day, the trigger could be to process that workflow each morning before your workday to move over any entries from the previous day.

https://help.smartsheet.com/articles/2479061-automate-processes-end-to-end-with-visual-workflows#toc-limitations