Automate sending out a PDF based on meeting criteria

I'd like to automate the generation of a PDF of a sheet or report based on criteria defined in an Automate Workflow. This doesn't appear possible.

For example, send out a PDF when a cell containing a date changes, or a completion percentage is modified, a comment is made, an attachment attached, etc..

I'm well-versed in sending out alerts for these events, but many of our users aren't all that comfortable with even the simple task of clicking on an embedded link to a report to view the updates online.

Anything? Thanks in advance.

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Answers

  • L_123
    L_123 ✭✭✭✭✭✭

    +1 I would also like this functionality


    I have an end of shift submission that my team leaders are snipping and sending as production managers don't want to have to open smartsheet to review the information, and several other solutions that could benefit from this functionality.

  • Any luck on an answer?? I myself need to know how??

  • Hi All,

    This is also a feature that would be of benefit to our workflows.

    This question was generated awhile ago, is this feature on any roadmap to address?

    Thanks