Weekly Workflow Notifications Across Several Sheets

I am pretty certain I know the answer to this question, but want to check with the community! I have a portfolio of sheets that all follow the same structure, but they are segregated by specific client. If I have workflow on each one to send a weekly notification update based on specific criteria. Will I receive a separate email for each sheet? Is there a way to get a single email to provide updates across several sheets?


Thanks in advance!

Best Answer

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭
    Answer ✓

    Hi @Kelly Pratt ,

    You will receive separate notifications for the separate sheets. However, there may be a way to work around that.


    Rather than setting up a weekly notification on each individual sheet, you could create a report that pulls the data from all of those sheets. Then on the report you can click File>Send as attachment. Under the Delivery option, you can click "Schedule" to determine the timing of the send, and you can also select "Attach as" as a PDF or as an Excel file.


    Hope this helps!


    Best,

    Heather

Answers

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭
    Answer ✓

    Hi @Kelly Pratt ,

    You will receive separate notifications for the separate sheets. However, there may be a way to work around that.


    Rather than setting up a weekly notification on each individual sheet, you could create a report that pulls the data from all of those sheets. Then on the report you can click File>Send as attachment. Under the Delivery option, you can click "Schedule" to determine the timing of the send, and you can also select "Attach as" as a PDF or as an Excel file.


    Hope this helps!


    Best,

    Heather

  • Thank you, Heather - that is extremely helpful! I will try that.

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭

    @Kelly Pratt happy to help!