Can Smartsheet automatically email a generated PDF from Document Generation to the email address submitted in a Form?

Question

Hello everyone,

I'm building an automated Above Ceiling Work Permit process for our hospital and have almost everything working. I'm hoping someone can tell me if the final step is possible using native Smartsheet features.

My current workflow

* A contractor scans a QR code and completes a Smartsheet Form.
* The form creates a new row in my sheet.
* A PDF is generated successfully using Smartsheet Document Generation (fillable PDF mapping).
* The generated PDF is automatically attached to the row for recordkeeping.

What I'm trying to accomplish

I want the generated PDF permit to be automatically emailed to the contractor using the Email Address they entered on the form.

The Email Address is stored in a column in the sheet.

Ideally, the workflow would be:

* Form submitted
* PDF generated
* PDF attached to the row
* Generated PDF automatically emailed to the contractor

My question

Can this be done using native Smartsheet Automation and Document Generation, or does it require Smartsheet Bridge or another integration?

Darren Mullen · Answer

@Paul Newcome  O, yes, that's right because the PDF generation would trigger that.  I read  @LWisk post the first time and it didn't click!

Paul Newcome · Answer

You can accomplish this with a standard Automation in the sheet without the need for third party apps, the API, or Bridge.

You would set up an Alert automation, and the trigger would be when an attachment is created.

I recently set up something very similar.

Check a box on a row.

Automation generates document and records date.

Automation triggered by attachment sends alert to email in column and includes the attachment.

Darren Mullen · Answer

@LWisk No, native Smartsheet automation cannot do this.  Smartsheet Bridge can't do this either since it can't handle attachments.

You need another integration. I have a course that shows how to send emails with row attachments using Power Automate, which is Microsoft's automations service:

https://smartworkflowguru.com/course/smartsheet-automation-formatting-power-automate-attachments/