Smartsheet Basics

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Automated emails outside of smartsheet users

Hello!

I use Smartsheet in a higher education setting. I have a sheet filled with students, I want to send an automated email to the student's individual email when the status is changed. I'm having trouble figuring out how to do that.

Any help would be great! Please and Thank you!

Answers

  • Workflows are an amazing tool to automate manual tasks! To set up an automation to the students individual email when a status is changed, please see below:

    Step 1: Ensure Your Sheet is Set Up Correctly

    1. Verify Columns:
      • Student Email: Contains each student’s email address.
      • Status: Tracks the status for each student (e.g., "Pending," "Accepted," "Rejected").
      • Trigger Column (Optional): If needed, create a helper column to further refine when an email is sent.

    Step 2: Create an Automation Rule

    1. Open your sheet and go to Automation in the top menu bar.
    2. Select Create a Workflow or Manage Workflows.
    3. Choose Custom Workflow.

    Step 3: Configure the Trigger

    1. In the automation editor, select Trigger.
      • Choose When rows are changed.
      • Set it to trigger when the Status column is updated.

    Step 4: Set Conditions (Optional)

    1. Add conditions to filter which rows trigger the email:
      • For example, "Status is 'Accepted'" or "Status changes from 'Pending' to 'Rejected'."
      • Click + Condition to specify these filters.

    Step 5: Add the Action

    1. Under Action, select Alert Someone or Request an Update (for more interactive emails).
    2. In the Recipient field:
      • Choose the column containing student emails (e.g., [Student Email]).
    3. Customize the email content:
      • Add dynamic fields using placeholders (e.g., “Dear {Student Name}, your status has changed to {Status}.”).
      • Include additional details if needed, like deadlines or next steps.

    Step 6: Test the Workflow

    1. Manually change the status for a test row to ensure the email is sent correctly.
    2. Verify the email content and formatting in the student's inbox.

    Step 7: Save and Activate

    1. Click Save to finalize the workflow.
    2. Ensure the workflow is toggled ON to activate it.

    Please let me know if this helped you out!

    Thank you,

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