How do I send row data to an email contact in the same row every 30 days?
I am wondering if anyone can help point me in the right direction in setting up this smartsheet. We are trying to automate an email notification for over 100 employees for when they receive a time accrued balance at the end of the month.
I was thinking each employee will have their own row with the time accrued balance, with a contact email address listed, then having on a 30 day automation notification that sends an email out to each unique row to their corresponding email address without other rows receiving their information.
I've been searching the forums and viewing tutorials but I unable to figure out a way to send only the row data to the same row's email contact on a 30 day auto email notification.
Can anyone point me in the right direction?
Answers
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Hi Clyshaw,
I’d recommend setting up a workflow with a monthly update request.
More info:
Would that work?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I am looking for the same type of solution/automation. With the update request, would that prompt the user to change the value or can it be set to just be view only since this would only be for a timed distribution of data. Also not interested in the "Open Update Form" link/button that is part of that Request An Update Action in the Automations.
Any other way short of sending the whole sheet of data to everyone?
Table Format:
Data 1 | Contact 1
Data 2 | Contact 2
Just want Data 1 sent to Contact 1 and then Data 2 sent to Contact 2 on a scheduled basis.
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@Charles Young ... I think I answered your question on your other post
@Clyshaw Whipple .. this might solve your problem as well.. You can use the workflow to send messages as a message only with no link to the data
