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Automation to send Reminder @ 60d, 30d, etc
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
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Using AI and Voice to Simplify Task Updates in Smartsheet
Hi everyone, I wanted to discuss how AI-driven input methods, especially voice, could simplify everyday tasks and update workflows in Smartsheet. In many project environments, updates, action items, or follow-ups arise during meetings, calls, or brief discussions. These are often added to Smartsheet later, which can lead…
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Smartsheet form with built-in AI
You could have a form with built-in AI. Eg: we have a form that becomes a row in our matrix tracker Smartsheet. For example: Marketing Manager Geraldo works with AI, so the form will start asking his name/email. Based on that, the form will make suggestions(what kind of Asset: Brochure, Flyer..) , category(AI for industry,…
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How can I hard code a cell based on a trigger?
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
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Emails sent via Automations not working
Hi, My team uses smartsheet to create and notify our team that a user has opened a ticket. We have noticed that emails that are sent via automations are either extremely delayed (several days in some cases) or not being sent out at all. Has anyone else experienced this? Is this an issue on the servers from the issue…
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Add support for MCP and custom AI integration
Add first-class support for MCP (Model Context Protocol) to Smartsheet so customers can connect AI assistants and agents to Smartsheet data and actions through a standardized, secure interface. MCP is an open standard for two‑way connections between AI applications and external systems, designed to reduce fragmented,…
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Issues with Email Automations
We are curious if anyone is experiencing issues with automations that are to generate emails. We've been seeing gaps with a number of these automation on various sheets, where the sheet will record a date of when the email was sent, but it is either never received by the recipients or it is received hours or a day later.…
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Data shuttle upload error to client sheet with a locked store id column
Seeing if anyone has a similar experience or guidance. We have two sheets which we are using data shuttle between: • Client project tracker • Internal project tracker We have setup matching column names and types, which we want to use data shuttle to communicate updates between our two sheets. We pull unique store numbers,…
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Changing cell value automatically based on form responses
I have a form that will be filled out internally. There's a cell labeled "Department" which contains 8 dropdown list values. There's a another cell called "Executives" which are the leaders of these departments. In the form, I'm attempting to do a logic where when you choose a specific "Department", then the cell…
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")