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Is there document intelligence/AI ability in Smartsheet?
Hello. I am looking for a tool that can take attachments add to a Smartsheet row and automatically read them and paste some of the specific elements into different cells in Smartsheet. Does something like this exist currently in Smartsheet? The only AI I saw was a gen. intelligence bot. If not, does anyone know how to…
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Logging and tracking cross-sheet functionalities
Hello! My organization uses cross-sheet functionalities (formulas, workflows and API) pretty intensively. So much that when we are working through ideas to embed new processes, it can be a bit cumbersome to understand what is already at play. Essentially, we do not have any type of log or systems map to reference where or…
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Formulas to set up KPI's for shipments requests
Hi, I need some help with forumals which is not my strength, thanks in advance. What I need is to set up KPI’s measure for my shipments. There are 3 parties involved that need to complete their own step. Once each step is completed by each party (regulatory, WHS and Logistics). it will record a date highlighted in the…
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API to provision (copy template folders) in SharePoint from SmartSheet
Has anyone created an API app to provision a set of template folders in SharePoint. Basically to copy and rename as required? I think I can do this via MS Power Automate, but a moire direct may be better.
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Workflow that only triggers manually
I have a workflow that I want to run only on demand. There is a "run workflow now" feature, which is great. But the workflow is required to have a trigger as if it would run automatically and I end up making a trigger condition that I know will never happen. It would be cleaner to have a trigger of "manual only" or "never"…
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Is it possible to utilize a template in control center that generates new form url in that sheet?
Is it possible to utilize a template in control center that generates a new form url every time the project toolkit is provisioned? We are using a sheet (which is in this template) where the rows are populated via a form. If I use control center now it just overrides the template with every new project that's provisioned…
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Automatically Organizing Rows into Hierarchy
Hello Smartsheet Community, I am yet another formula-deficient SS user. Looking for insight on a formula or function I can set up, as I asked the AI formula developer tool to create a formula for this request and it stated, "Smartsheet formulas cannot be used to automatically organize rows into hierarchy". I have created a…
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How can I automate sending emails to a given cell upon changes to a row?
Hi. I am using an Automation workflow template for Alerting someone given a change in a row. I would like to send an email to a given email address in an 'Email' column in my sheet if something in the row changes. I see only the options to send a email to a given contact in the sheet or to prespecfied people, however these…
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Slack Integration
Hi All, I know we can integrate Slack with Smartsheet to send notifications to Slack. I would like to know if it is possible to use information in Slack Workflow to update Smartsheet automatically. This would involve adding the details of the Workflow into a new row in Smartsheet whenever a new message is posted in a Slack…
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Is It Possible To Have Automations Triggered By People Visiting The Sheet?
We are building a smart sheet system that includes one base sheet along with several reports that break up columns, depending on which stakeholder is viewing the report. The goal is for no one to actually edit or review the main underlying sheet, but to only view and edit the corresponding reports. Is it possible for me to…