Automation help: how to email alerts to a list of contacts in a separate Smartsheet

Russell M · 11/22/22

Hello,

I'm trying to set up an automation to send an alert to email addresses that are in a separate Smartsheet. My first Smartsheet is set up to collect the results of server upgrades. I then need to email these results out to a sizable number of contacts that are in a second Smartsheet.

This list of contacts can change at any time and for ease of administration I have a separate Smartsheet to keep track of the current contacts that need to be notified. Keeping all the contacts in a single cell is prohibitive since 1) there are a lot of them and 2) I also need to keep track of other information for each of those contacts like name, phone number, etc.

Is there a way that when a trigger condition is met in the first Smartsheet for it to send an email alert to the contacts that are in the second Smartsheet?

Thanks!

Andrée Starå · 11/24/22

Hi @Russell M

I hope you're well and safe!

You could use cross-sheet formulas or cell-linking to connect the sheets and have it trigger an action in the other sheet.

Make sense?

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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Russell M · 12/05/22

Hi Andree,

Thank you! Looks like this took care of it - much appreciated!

Russell

Andrée Starå · 11/24/22