Mail Merge with Form

Jose da Silva
Jose da Silva ✭✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

Hi all,


I was searching on the Smartsheet community, but i could not find the best solution for my issue.

Basically, in my company, everytime that a production finishes, i receive via e-mail the test results for the specific product. With those results, later on, i must issue a document to the customer with those same results.

What ideally i want to do is:

1 - Create a Form so the test results are issued directly to a spreadsheet on Smartsheet(this one is easy)

2 - Having those results issued, i want to export them, row by row, to a specific template (Word Document).

I know that i can export the Spreadsheet with the results to an Excel document, and from there just do the traditional "Mail Merge" on Word.

But still, the ideal will be doing the Mail Merge only with Smartsheet, or could still do it with Smartsheet exporting directly to Word.


Any ideas or obvious solutions that i can't see at the moment?