Export Excel sheet and email as attachment workflow

ycrespo

ycrespo ✭✭

10/30/24 in Smartsheet Basics

Hello,

Is it possible to create a workflow where it exports the data to excel and emails excel as an attachment to an email?

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Answers

Michelle Choate 2 Community Champion

10/30/24

Yes. Go to the File menu, select "Send as Attachment", select whether you want PDF or Microsoft Excel, then choose to send just once, or on a schedule.

Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate
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