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Creating automations from reports

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It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report.

It can be daunting for a user to receive a similar alert via an automation or workflow (i.e. when a project is in red and needs to be addressed/updated) from individual sheets when they have projects assigned to them on several sheets; they then receive updates on different days, at different times, and then begin to lose track of the update requests.

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7 votes

Idea Submitted · Last Updated

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  • Pauline J
    Pauline J ✭✭✭✭✭
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    Yes!!! THIS! I would love to give this 50 votes — one for each of the different sheets that capture data and need workflow reminders sent; my managers don't need a seperate email for every sheet (and every sheet has different due dates in the rows)…. Even my Maine Coon kitty is begging! Ha! 😊

  • Pauline J
    Pauline J ✭✭✭✭✭
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    I have built a really great digital ecosystem to support a major business process at my company. I have many, many sheets that are all the same structure, but house differing departments' data.

    I am creating automations — but have run into a challenge:

    Do I create separate automations for every sheet, replicating those automations for each of the sheets, or—

    Do I create a master sheet using VLOOKUPS to connect to the data from all the sheets, and then I can launch all automations from the single master sheet?

    Both are labor-intensive to setup and to update as needed. It would be GREAT to create a report from the separate sheets to only bring in the data that is needed and then put all of the workflows into the report — no need to "massage" the master report, because it would always bring in the right rows from every sheet, no matter how few or many.

    If there is an easier way to solve this, I am welcome to the feedback — but I couldn't find anything in the community that related. Thanks!