Automatically copy data from email into Smartsheet
I am building a Smartsheet that will track work items for a group. One of the ways I need to have work items added to the sheet is via email. I want this to be automatic (fully automated) so that no one has to open the mail account and copy the info into Smartsheet.
I looked at Outlook for Smartsheet plug-in, but it does not seem to support automation. Has anyone else worked on this type of problem?
Best Answer
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Hi Phil,
As a possible workaround, you could use the third-party service, Zapier, which is an excellent option for this scenario.
Is that an option for you?
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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You could create a form and email the form out.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Phil,
As a possible workaround, you could use the third-party service, Zapier, which is an excellent option for this scenario.
Is that an option for you?
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Paul, thanks. I'm not sure I understand your suggestion. I would like for a person to send an email to a particular address, then have the contents of that email be automatically copied into the Smartsheet.
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Hi Andrée, thanks that is helpful. I am looking into Zapier, but not sure if I will be able to use it because of cost.
Do you know if the Outlook for Smartsheet plug-in can support automation?
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@Phil Umstead My apologies. I misunderstood what you were looking for. Unfortunately the Outlook Integration is only one way.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Happy to help!
How many emails would you want to automate in a month through Zapier?
As far as I know, there isn't any automation in Outlook itself, but have a look at Microsoft Power Automate.
Let me know how it goes!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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