Is there an email address that you can associate back to an intake tracker?

My issue is that my team gets a lot of requests, so I was trying to think if our vendor can cc a Smartsheet email address that ties back to an intake tracker to track all requests, rather than the vendor completing an intake form? Once the email is sent, the tracker can register the email as a request. Is this possible?

Answers

  • Toufong Vang
    Toufong Vang ✭✭✭✭✭

    Hi, @payare , there is not a Smartsheet email address for this purpose.

    However, you can do this using Microsoft Power Automate.

    1. Create a Power Automate Flow that triggers when a new email arrives with a specific phrase in the subject; for example, "New Request:".
    2. The flow then inserts a row into your intake sheet.
    3. The last action in the flow moves the email into a subfolder within the your inbox.

    If you're familiar with scripting, you parse the email for relevant content with Power Automate. Otherwise, you can require that vendors insert relevant details in the subject line after "New Request:", and then parse for the details in Smartsheet using functions.

    Hope this helps!