Create automated workflow to email out an excel export of Smartsheet
I would like to create an automated workflow to email out an excel extract on a daily basis. I am able to set up the cadence, however, it seems that we are limited to what an automated workflow can do. Am I missing something or is there another way to accomplish this?
Best Answer
-
Hi @HYCC
You can use the Send as an attachment feature and set it to be on a recurring basis.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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
-
Hi @HYCC
You can use the Send as an attachment feature and set it to be on a recurring basis.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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.
-
That was exactly what I was looking for. Thank you!
-
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.
-
@Andrée Starå - I came across your answer above about the "send as an attachment" feature and have a follow up question. I've noticed that when I schedule a recurring email to send an attachment of a report, the email will only send if I am signed into my account during the scheduled time. If I'm not signed in with Smartsheet open on my screen, the email doesn't send. Any insight about why that happens or if there's a fix? I'd like a report to auto-send as an attachment weekly, but after work hours when I'm not actively using Smartsheet.
Thanks for any insight!
Kate
-
Strange!
As far as I know, It should work regardless if you're logged in or not.
I would recommend that you reach out to the Smartsheet Support Team.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 468 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 64 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives