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Power Automate and Smartsheet
I want to use Power Automate to send a professionally formatted email with Smartsheet data embedded in it. For example, Power Automate would receive the person's name, email, and pre-filled form's link text (instead of a long URL) and compose/send an email. I know Zapier can do this, but our team doesn't want to pay for…
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Conditional Logic in Forms
I’ve started building a form in Smartsheet using the Smartsheet Form Builder, and the responses are successfully populating my sheet. The challenge I’m running into is creating conditional logic within the form to narrow down selections. For example, if a user selects a state (such as Florida), I’d like the next question…
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Connect your Smartsheet data with AI tools across your business
Did you know Smartsheet integrates with Amazon Q Business, Atlassian Rovo, Glean, and Microsoft Copilot? Get insights from your Smartsheet data alongside data from across your systems through our dedicated Smartsheet connectors for enterprise AI tools: Amazon Q Business: Smartsheet and AWS have teamed up to create a…
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Connect your Smartsheet data to Claude to get real-time insights and take action
March 2, 2026 You can now connect Smartsheet directly to Claude through our new MCP Server integration, enabling you to get real-time insights, understand project health, and take action on your work, all through conversation. Claude securely accesses live sheet data to analyze task progress, overdue items, and key risks —…
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Bridge workflow - add multiple rows with one api call
I have an incoming sheet (sheet 1) that gets entries through a userform and it allows users to request up to 5 items per form submission. Each item goes into its own column (Column1 through Column5). Then I have a bridge workflow that is triggered when a new row is added to sheet 1. This workflow creates a new row for each…
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HOW TO: Smartsheet form/sheet to Sharepoint List (Including Attachments) Integration
With the help of ChatGPT, I just finished creating a Power Automate workflow for a Facilities Work order request. A user fills out the form, the row is created, and the Power Automate workflow copies the Smartsheet row AND ATTACHMENTS into a Sharepoint list. Source Sheet: Here's my actual Power Automate Workflow: Since…
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Multi Year Metric Dashboards
I am looking for some examples and advice on how some of you have set up multiyear metrics. One example of what I am currently working on: I have Behavioral health completing surveys where a lot of the questions are an best to least answer or 1-5 value to choose. They currently track quarterly and by year for metrics. So…
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Automated Smartsheet Update from Tableau
Hi all, I'm trying to automatically update a Smartsheet dashboard widget using data from Tableau. Currently I am manually refreshing or updating the widget, and I'd like to find a way to automate this process. Specifically, I'm wondering: Is there a native integration that allows a Tableau view or chart to live-embed in a…
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Power Platform impact of deprecated APIs
With the deprecated APIs is there any impact to the Smartsheet Actions implemented in Power Automate?
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.