Automate create email that won't immediately send


I'm wondering if it's possible to do something similar to what excel does, where we can program a button that once pressed creates an email with a specific template but won't send until clicking send like a normal email.

The idea is that it would populate an email template based off the information in my Smartsheet to which I could edit or add any attachments as needed before sending off.

Is this possible or is Smartsheet only capable of fully automating the process?



  • bisaacs
    bisaacs ✭✭✭✭✭

    Hey @edelaney1,

    You could manually send an update request for a row if you click on the 3 dots near the row number then click on "Send update request" in the menu that pops up:

    Then from there you can create an email to send to a user!

    Hope this helps!

    If my response was helpful in any way (or answered your question) please be sure to upvote it, mark it as awesome, or mark it as the accepted answer!

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