Use form to send email to take action

SamiV

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.

Doc3.pdf

Andrée Starå

Hi Sami,

How do you want to trigger the workflow?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi Sami,

How do you want to trigger the workflow?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

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

Thanks!

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