Use form to send email to take action

Hello, I have a workflow where I am trying to add a email note as a form and asking them to review attached document, take action. For some reason, the automation that I added, does not send the email verbiage I added. What am I doing wrong? attachment added. Please advise.

Best Answer


  • SamiV
    SamiV ✭✭

    Dear Andree, Thank you! I have shared my sheet with you. I have a list of people I need to send email to, once they have been oriented, to complete the COI form. I would like smartsheet to send an email, once the orientation date is applied. The email should include the verbiage I have added tot he automation, the attachment. They should then be able to complete the form, then attach it back to the sheet. I would like to be notified when they attach the sheet back. does this explain?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭


    I'll take a look and get back to you!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.