Generate Documents - automation
Does anyone know if generate documents can be used in Automations? Specifically if a condition is met for a record row, we would like to have a workflow where a PDF would be generated and e-mailed to a contact.
Thanks
Best Answer
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Hi @Ella
I hope you're well and safe!
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
As a possible workaround, you could use a 3rd party solution. Is that an option?
I hope that helps!
Be safe and have a fantastic weekend!
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 @Ella
I hope you're well and safe!
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
As a possible workaround, you could use a 3rd party solution. Is that an option?
I hope that helps!
Be safe and have a fantastic weekend!
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.
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