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New feature to track, monitor and manage all notifications that are being sent out via Automations

New feature to track, monitor and manage all notifications that are being sent out via Automations.


Goal: To check and audit that we aren’t sending too many notifications to people, and verify that people we think are getting notified are actually being sent alerts.

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69
69 votes

On Wishlist · Last Updated

Great idea! While it's not a part of our current plan, our team is thinking about how we can help you monitor/track sent notifications. This idea mentions automations specifically, but we think this might be applicable to all notifications. When we believe we can make this idea a reality, we'll plan to update the status here.

Comments

  • Kari G
    Kari G ✭✭✭✭

    I would love to have a report of who gets which notifications. This would be super helpful if an employee leaves, it would tell me exactly which notifications/workflows need to be updated. I know there is an email that goes out if a workflow becomes invalid, but not all workflows get used everyday, and I would like to be able to update them all at the time the employee leaves.

  • Sheryl P
    Sheryl P ✭✭✭✭✭

    The Notification states at the bottom you are receiving this email because you are subscribed to a workflow "Workflow name" ( ID#xxxxxxxxxxxxxxxx )on sheet "Sheet Name" - I have seen the sheet "saved as new" to a different workspace or folder and the workflow/automation is also copied, and not disabled ... It is very difficult to trace where the notification is coming from. Will the proposed dashboard help address when this situation happens?

    I am aware there are options to include automations when you "Save as New" - but not everyone realizes that they could be creating a second notification, and I have had trouble finding where it came from.

    Any tool to help monitor, audit, manage activity would be helpful. Who will have access to this dashboard - how will that be managed?

  • Dental
    Dental ✭✭

    It would be a great help to have a report of all notifications/automations:

    How they're structured

    Details of delivery dates/times

    Triggers

    Conditions

    To whom

    Message

    EVERYthing that is designed in the notification

  • 100% This is necessary - currently we are getting around it by sending a copy of the alert to our generic inbox as part of the automation workflow but it is really not ideal. Even a function to add a copy of the alert to row would be very helpful.

  • C.Beaudoin
    C.Beaudoin ✭✭✭

    @rachel.falconer I never thought of sending a notification to a generic inbox as a way to get around it.

    I was just at a user conference and the Smartsheet staff seemed like they are well aware of this issue. Fingers crossed!

  • Hi, I can see a specific automation was sent but I need to confirm what row/who it was sent to? Can you please add that visibility to smart sheets?

    Thanks Kate

  • NickStaffordPM
    NickStaffordPM ✭✭✭✭✭✭

    This would be sooooooo helpful for accountability purposes… please consider putting this on the roadmap as soon as possible!

  • I'm using Smartsheet and Dynamic View to collect vendor accruals, and the only missing piece in the audit trail is the ability to track who was sent an automated email notification and when. This feature would make the audit trail complete and would provide an airtight environment for information. I could show an auditor when a vendor received an email, when the vendor entered and modified information, when the information was exported to Excel, and when that information was archived. It seems like a really big piece of the audit trail puzzle is missing currently.

  • This is 100% a needed! I would really like some sort of record to show the email actually sent. I also would like to know if the email is ever being sent twice when refreshing the automation, to ensure duplicate transactions aren't processed, or get ahead of them ASAP.