How do I email a central database of contacts?

Hi Everyone,

I have two separate sheets. Sheet 1 is a database of all my different suppliers, which has their name, email, and specific item which they supply. Sheet 2 is where I specify what item I would like to procure at a certain time.

Once I specify the item I want to procure in sheet 2, How do I automate an email to all the respective people in my sheet 1 database that supply only that specific item/criteria? I would also like to tailor make the email sent to each of them, by pulling their name from Sheet 1 and the item details from Sheet 2 in that one email sent to each supplier respectively.

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Workflows in Smartsheet

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Andrée Starå

Hi @arshadvawda

I hope you're well and safe!

To connect the sheets, you could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure. When you select a criterion, it could populate with the contact(s), and then you could have a Workflow trigger to send them an Alert or similar.

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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