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Send automated email days before a date
Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent out 3 days before, then 2 days before, then 1 day before a date on the sheet. In the email I'd like the topic for that week to…
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can you set up weekly reminders for a date that has gone in the past (off a cell in the sheet)
Im looking to set up a reminder automation that will send out reminders on a weekly basis if tasks are not completed by a certain date. In my sheet there are numerous dates and they are pulled in from formula (dynamic) meaning that i need to pull it off a specific column / cell in the sheet. although the automations allow…
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Customize hyperlink destination in reminders/notifications
I tend to use a lot of large sheets with contributors from multiple sites interacting with the sheet through reports, and use automations to notify users when they need to input information in their report. Unfortunately, the notifications link back to the sheet itself and not to the user's report. It would be very useful…
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Automation to send Email NOT 'Reminder' Notification
I have an automation set up that sends an Email notification if an item is incomplete to the contact, and it has been running smoothly for 4 months. I get both a copy of the email as well as a notification in Smartsheet that looks like this. I recently deactivated the automation because of the Holiday's and turned it back…
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Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
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Copy Row Reminder to Another, or All, Rows
In a project with multiple date columns that function as due dates, you can set up row reminders that correspond to those due date columns. This is in addition to setting up Automated Workflows that can email reminders on due dates. But why would you want to set up row reminders in addition to using the Automation…
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Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
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Reminder Automation - Help Needed
Am I overthinking this? I have a sheet set up to send out a notification when someone is assigned to a row. I am looking to also send a follow up reminder after 5 days if the assignee has not taken any action. However, both the notification automated email and the reminder automated email are sending at the same time. Any…
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Do users have to login to receive notification emails as an automated workflow from a sheet?
I have an author schedule for a weekly blog that I would like to use to send out an automated reminder email to the assigned author each week. They don't need to go into the sheet to update anything, it's just for me to track. We are in the process of creating SS accounts for each author but I want to make sure I'm giving…
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Automation-Date in the past
I have a column named "Shipping Date" and then, a second column with a formula that gives us a date 5 weeks prior to that "Shipping Date". This second column triggers and automation to contact the customer once the date is reached. What if the line is entered and the 5-week gap is a date in the past? How should our…
