Setting up Update Requests for a monthly/quarterly basis

Sam Clapp
Sam Clapp ✭✭✭
edited 10/21/21 in Smartsheet Basics

I'm trying to create an Update Request notification for certain rows in my sheet, but to be sent out on either a quarterly or monthly basis.

More specifics--I am in a legal dept at a mortgage company, and trying to track common questions our regulators ask commonly. There are items where our responses may change on a monthly/quarterly basis, so I want them to be updated on a schedule. I have a checkbox column for "maintain response".

Every automation option I've looked into will only go out as far as weekly. With that being too little time, I don't want to flood my team with mass emails. Is there something else I could do?

Best Answer

  • Javed Hassan
    Javed Hassan ✭✭✭✭
    Answer ✓

    Hi there!

    You can certainly set up an automated workflow to send Monthly, or every 3 months (for quarterly). These would be two separate workflows. (see below) You would need to indicate which frequency it is with a helper column (e.g. "Frequency").

    Hope this helps!