I created a form to collect data from users (while at the same time protecting my sheet). I need to collect data from users on a monthly bases, and I'd like to be able to send the Form I created at the beginning of every month.
I also have a Report that I'd like to send out to managers at the end of each month. I know can always share the Report with the managers, but many of them simply forget to check back. An Automated Workflow for my Report would be the ideal solution.
Is there a way to set something up in Smart Sheet to Automate sending the Report and Form?