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Automation for Proofing like Update Requests

It is way past time for Smartsheet Proofing to use a similar format to Automations, to allow users to pre-define a review/approval path for proofs.

Currently, we must create each proof request individually and 'manually' – sort of like creating an 'Update Request' on the fly by using the 3-dots row menu – instead of being able to pre-define message text and shared users, based on column values.

It would be great if users were able to configure an Automation that is triggered by a checkbox or some other event, with whatever conditions, and using a new 'Send Proof' Action Type that can have a pre-prepared standard message to a specified user email address or contact list column, that allows an attachment to be sent for proofing review/approval IN BULK for multiple rows at once. It would be even better if it incorporated the existing 'Send for Approval' branching logic.

Adrian Mandile
CHESS Consulting Australia - Smartsheet Solution Provider Gold Partner
Collaborative | Holistic | Effective | Systems | Solutions

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