Automated Workflow from Sheet to Diagram (flowchart, mindmap, org chart)

Matthew Moliassa

I am looking to utilize Smartsheet for hosting a document. I am looking to map some of the data in this document to a second sheet/document that is a diagram/visualization with boxes, arrows, and labels (similar to a flow chart, mind map, or org chart). I hope to have these documents dynamically connected so that edits to the data will impact the diagram. Does Smartsheet or the automated workflow feature in it allow for implementing this kind document to document integration?

Andrée Starå

Hi Matthew,

I think something could be set up with Zapier and Lucid Chart or similar.

Also, we could maybe set something up with the Google Docs integration as well.

What do you think?

Would any of those options work/help?

Which one do you prefer?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Matthew Moliassa

Zapier/LucidChart sounds like it might work. Do you know Smartsheet can be integrated with LucidChart so that additions to a data sheet in Smartsheet could make new diagram shapes/entries in LucidChart? Or if in general one could link spreadsheet data from Smartsheet to create a LucidChart diagram that dynamically responds to edits?

Andrée Starå

Happy to help!

Not sure exactly what is possible, but it seems to be very flexible. The information might have to be collected in Google Sheets or similar.

https://www.lucidchart.com/pages/integrations/zapier

Let me know how it goes!