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

Anthony Favara

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.

Alexander Orsini

This is a great suggestion and one we really need. A dashboard of notifications is critical to understand the se tof information Smartsheet is generating and sending to our users.

tommyrossman

This is definitely needed. When we have an audit, I have no way to verify, other than saying, "Smartsheet says, 'Trust us. It was sent'". That's not reassuring to auditors.

corrinanation

need this!

C.Beaudoin

I am about to go through a project where automatic emails have been generating all year to ensure they update and attach the required documentation. I have no way of seeing if the notifications were actually sent or not. PLEASE PUT THIS RECOMMENDATION IN PLACE!!!!

Adrian Mandile CHESS

It would also be good know when the recipient has responded to an Update Request notification, not just received it. And even continue an Automation workflow when this happens.

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

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

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

rachel.falconer

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

@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!

Kate Dickson

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

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

srothr1

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.

jessica.carlson

https://community.smartsheet.com/discussion/99219/new-feature-to-track-monitor-and-manage-all-notifications-that-are-being-sent-out-via-automations

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.