Automated Email Responses

teb

Hello,

Is there a way that that Smartsheet will provide an automated email response? For example, there is a Review Column and a Document Column. The Document Column has Document A in a row, Document B in a row, and Document C in a row. The Review Column has a dropdown menu of potential reviewers: Sally, John, Joe. When I select Sally in the Document A row, is there a way that Sally will receive an automated email that reads, "Sally has been assigned Document A to review." When I select John in the Document B row, an automated email would got o John, that reads "John has been assigned Document B to review." Same pattern for Document C and Joe. Is that possible?

Thank you!

Andrée Starå

Hi @teb

I hope you're well and safe!

Yes, you could use an Alert Workflow with Conditional Steps or multiple Alert Workflows set up to trigger depending on the different options.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @teb

I hope you're well and safe!

Yes, you could use an Alert Workflow with Conditional Steps or multiple Alert Workflows set up to trigger depending on the different options.

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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

teb

@Andrée Starå never heard of Alert Workflow with Conditional Steps, but it sounds exactly like what I want! I would need the the multiple Alert Workflows set up to trigger depending on the different options.

Thank you. I will start researching how to do this.

teb

@Andrée Starå I have researched how to do what you suggested, implemented the changes into my Smart, and run a trial to test for effectiveness. It all worked great! Thank you very much.

Andrée Starå

@teb

Excellent!

Happy to help!