We use the Generate Document feature to create PDFs from form submissions and sheet data — it's a great tool for automating paperwork. However, once a document is generated, there’s currently no way to automatically trigger additional steps, such as sending an email, updating a status column, or moving the row.
Feature Request: Please add the ability to insert an automated step after a document is generated — similar to other automation workflows (e.g., after a row is added or a field is changed).
For example:
- After generating a PDF, send an email to a contact column.
- Automatically update a status column to "Document Generated."
- Move the row to another sheet for tracking or archival.
Why This Matters:
- Improves workflow automation by reducing manual steps after document generation.
- Ensures stakeholders are notified promptly.
- Enables smoother transitions between workflow phases (e.g., application > approval > documentation > next steps).
Use Cases Across Teams:
- Grants: After generating award letters, notify recipients or update internal tracking.
- HR: Generate offer letters, then alert recruiters or update onboarding sheets.
- Legal/Contracts: Auto-send generated agreements for internal review or client signature.
- Sales: Generate proposals and then notify the sales lead or update the deal stage.
Adding a post-document generation automation step would increase the power and flexibility of Smartsheet’s document generation workflows, making them more useful for real-time operations across departments.
Thanks!
