Automating Word Document Distribution: Triggered Workflow in Smartsheet

Diana K.
Diana K. ✭✭✭
edited 03/01/24 in Smartsheet Basics


I'm looking to automate a process in Smartsheet and would appreciate some guidance. Here's what I need to achieve:

When a new row is added to my Smartsheet, I would like to trigger a workflow that automatically sends out a Word document to certain individuals. Is this functionality possible within Smartsheet? If so, could someone please provide me with some pointers on how to set this up or direct me to any relevant resources? I could only see this option for PDF but I need Word doc.

Thank you in advance for your help.

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