Smartsheet Forms - Email Submission Changes?

I have a form that captures order requests for equipment. I'd like for the submissions be emailed to me once a week. Is there an automation that can export the submissions and email them to me once a week?

Answers

  • Victoria_Indimar
    Victoria_Indimar ✭✭✭✭✭

    Hi @MCollins. Yes, there is an automation that you can use. I would recommend checking the automation templates (shown when you go to "Manage Workflow"). They can help you get ideas of what you can create/setup - including weekly updates or notification for newly added rows hours, daily, weekly.

    Another option is creating a report and then sending that weekly to yourself. With a report, you can have the results emailed to you in an excel attachment.