Pasting from Excel triggers an Automated Workflow

Nick Brisson

I received numerous one liner emails daily from a customer with consistent data I need to action against. I'd like to paste from Excel into a Smartsheet GRID and then a workflow be triggered to validate information and email notify the respective parties. However, when I copy and paste it doesn't trigger, what do I need to do? I have noticed if I use a form to populate it works to generate the automated workflow but that isn't ideal.

Andrée Starå

Hi @Nick Brisson

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!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Nick Brisson

When I paste Row 2 from below into the GRID, I want it to trigger an automated workflow I created to email the contacts under that Location # that we have a pickup requested. It doesn't seem to work with copy and paste, I can only trigger the workflow if I add the data in via a form.