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Is there a way to send a weekly email reminder to specific people? They are shared to the sheet but I don't want the notification to go to everyone shared to the sheet.
Hi Stephanie,
Yes, there is!
You'd set up an Automation Workflow and select:
Trigger: When a date is reached and click on Run once and select Custom and structure it the way you need.
Conditions: Add if you need any
Alerts someone: Select who you want to send it to and what it should say.
Did it work?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Yes, that worked. Is there a way to do the same with a report? Notify people weekly to look at a SS report? Thanks.
Excellent!
Happy to help!
Yes, there is! You can set up a schedule to send it as a PDF or an Excel file.
File > Send as Attachment.
Hope that helps!
Andrée
That's not quite what I want. I want to send a weekly email reminder to specific people to update their pieces in a Smartsheet report (not a PDF of Excel file). I'd love if the email could send a link to that report. Is there a way to do this?
Ok.
You can add the link to the report in the reminder.
Would that work?
Yes! How would I do that?
You'd copy the report link to the message area of the alert message.
Ok?
Alert message should be sent out of what...the underlying sheet?
What do you mean?
What I'm trying to do is send email reminders to various groups of people about going into a report (not sheets) to make updates. Is there a good way to set these up?
If I understand your need correctly, I'd recommend setting up a current user report and send on a weekly recurrence, and then the users would see their tasks on the attachment but also if they click on the link that opens the report.
Would that work?
We're getting close. It sounds like that would work but I want to be able to select which users it goes to (not everyone who is a user of the report should get an email).
You can select who you want to send the report to when you set it up. Another way would be to copy the link to the report and include it in an alert from the sheet instead if that would make it easier to manage or if you don't want/need to send them the attached PDF or Excel file.
Which method do you prefer?
The first...
I've attached a screenshot to show where you set it up.
Let me know if you have questions!
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