Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
I need an auto flow that can email an attachment I was reading posts from 2020 that said it could be done but those options seem to be out of date. Can I automatically send attachments automatically via automated flow?
I had to create a Request for Update with the attachments. I just used a star so they could confirm that they received the attachment. That is the only way I could find that would work. I wanted to insure that someone couldn't come back and say that they never got the attachment. So that's why I had them place a star as a confirmation.
I figured it out:
Create Alert flow
Trigger when rows are changed
When an attachment is added/changed
Alert Someone
Who?
Subject?
Message?
Message includes - Links to sheet and specific fields - An attachment.
This will only run when the attachment is added but it does work.
Awesome! Thank you for sharing.
You can also do this with Microsoft Power Automate - so the flow could trigger when a box is checked on by date. Then you are able to fully customize the email being sent and it's better if you need to audit every email sent, because emails are being sent from you (your Outlook email) and saved in your sent folder.
I helped create a course for this that walks you through the entire process step by step. There are other posts in Knowledge Base about doing this, and even advice about how to set up Power Automate, but it is hard to follow screenshots. Recommend checking out the course!
Send Automated Emails from Smartsheet with Attachments Using Microsoft Power Automate
Louise Walisser | Aluwen Solutions louise@aluwensolutions.com | LinkedIn
Hi all, I am trying to build out a formula that will return "True" if the CIF #@row can be found above it in the same column (CIF #) AND the Days Since Created is between 30 - 365 days. All of the formulas I have tried have only gotten me so far as the "AND". Adding in the dates screws it up. The goal is to determine if…
I am getting a lot of REF errors for my predecessors and I can't figure out why. At first I thought I might have REF for predecessors to predecessors but that's not the case. When I export the file into Excel it shows the IDs in the place where it shows REF in SS. Each time I refresh the file I feel like different values…
I am trying to create a sheet summary, where the field is a formula that relies on a contact card within a column. However, it keeps returning a result of "#NO MATCH". The columns involved are, 1:) Priority (symbol column) for Up, Unchanged, and Down, and 2:) Contact Card column. I am trying to get a sheet summary formula…