Automate sheet export to excel on workday 6

MAshfield

Hi,

I am trying to automate the scheduled send of a sheet on the 6th workday of every month.

I have explored two options:

1. File --> send as attachment. Issue is that the 'send monthly' only allows you to select workdays 1-4, or the last workday of the month.
2. Automation for 'alert when a date is reached' and work out formulas for the necessary date. Problem is that there is no auto-export notification through the manage workflows tab.

Does anyone have any advice on how to achieve this aim? Any help would be greatly appreciated!

smartsheet screenshot.png

Paul H

@MAshfield Use Send Monthly on Day 6

MAshfield

Thanks Paul, although I assumed this would be the 6th day instead of specifically the 6th working day of the month?

Paul H

Sorry I missed the workday part.

Yes you are correct that would be every 6th of the month, not every 6th workday.