Document Builder and email delivery

Khari Shiver

Hello,

I would like to use document builder to create employee statements and send them directly from Smartsheet. Creating the document is fairly straightforward but I am not sure if they can be sent via Smartsheet at once. We have done this in the past via a mail merge outside Smartsheet.

Does anyone have experience approaching a mass mailing via Smartsheet?

Thank you,

Khari

Andrée Starå

Hi @Khari Shiver

I hope you're well and safe!

Yes.

You can add a Workflow that would trigger an Alert with an attachment when an attachment is added to the row. (you could also automate the creation of the Document)

Make sense?

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Khari Shiver

I hope you're well and safe!

Yes.

You can add a Workflow that would trigger an Alert with an attachment when an attachment is added to the row. (you could also automate the creation of the Document)

Make sense?

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Khari Shiver

Thank you!

Andrée Starå

@Khari Shiver

Happy to help!