Automated notification of Dashboard refresh

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fcooke
fcooke ✭✭✭
edited 05/10/24 in Smartsheet Basics

I would like to be able to send out to multiple people a refresh of the dashboard every month. Can't find a way to do that other than copying the dashboard link in an email manually. Anybody know if this simple function is available?

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Answers

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
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    Hey @fcooke

    From a sheet (any sheet will work but perhaps one of the ones providing data for the dashboard), set up a notification workflow triggered by a date. When selecting what columns to add to email notification, select message only. Add the url to the message body.

    PowerAutomate is also an alternative. For information, here's one quick tutorial.

    Kelly