Add Ons and Integrations
Add Ons and Integrations
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Can Smartsheet send files as an automated workflow?
We are trying to create a client "welcome packet". We are envisioning our team members completing a Smartsheet form, and based on what they select (documents they need), Smartsheet will email them those specific files. I'm guessing that's not possible, but I wanted to be sure or see if there is an alternative solution.
Answers
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@thomasheater Correct, it's not possible, but what I've in the past is include a link in the notification that points to a cloud storage location (Google Drive for Example).
If you are trying to only send certain documents conditionally, you'd have to determine a way to get the correct links in the notification.
I could think of a couple of ways, but would require a column for the link to each document or multiple conditions in the automation workflow
Darren Mullen, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
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Hi,
I hope you're well and safe!
In some Client Solutions, I've added everything needed to a Dashboard/Portal and shared the link to it.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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