Automations

 

Discussion List

  • Do automations have precedence order? Need help

    I have two automations set up on a sheet, both triggered by changing the contents of a cell (same cell for both). One automation MOVES the row to another SS (basically a cemetery for dead requests). The other sends an email to a specific person to let him know that the request was denied. This Email automation was added…

  • MCP as a Project Management Assistant

    I’m exploring how MCP could move Smartsheet from being a place where project information is stored to something a project manager can actually interact with conversationally. For example, I have a multi-sheet project workspace containing: Roadmap and workstreams Activities and milestones Risks, issues and dependencies…

  • Where would you start with AI-to-Smartsheet integration?

    I’ve built connected workflows across departments using Smartsheet and DataMesh. I’ve also built an AI Rater using ChatGPT and Codex, and we’re exploring how to connect it with an in-house platform and Smartsheet to reduce manual data entry while retaining human review. For those who have connected AI tools to Smartsheet,…

  • Any experience with MS Copilot automatically pushing meeting notes into the right project

    Hi all, we have a certain naming convention for our projects in Smartsheet and also a from for the project lead to fill out every week to update the progress of the project. I want to be able to create a MS Teams meeting with the title "Project XXX (our naming convention) Update Call" and have MS Copilot automatically fill…

  • Integrating AI Agents with the Smartsheet API

    Hi everyone, I'm excited to be here as a founding member following the recent MCP, Agents, and API kickoff call!!! Alas, I missed the live event, but about to watch the recording! As I start exploring how to connect AI agents with my Smartsheet workflows, I wanted to open up a discussion to see what others are building. A…

  • What's the best Automation + AI Feature that made you/your team efficient?

    I have just started exploring the world of APIs and MCP. I have set up our global team dashboards in the past years with formulas and automations that are native to Smartsheet and the next step I'm envisioning is for us to use connections to external tools and AI - but I'm getting overwhelmed with all the possibilities. So…

  • Dynamic View Sometimes Doesn't Show Newly Created Records Immediately

    Hi Smartsheet Community, We're seeing an issue with Dynamic View and wanted to find out whether anyone else has experienced something similar. Scenario We have a workflow where users submit records through forms and then access the records through Dynamic View. Issue The records are successfully created, but some users…

  • The Copy Row Automation Has Gone Mad Since Oct 7

    I have an automation that copies rows from my Intake sheet to another sheet whenever a new record is submitted through a Smartsheet Form. The workflow is very simple: Trigger: When rows are changed Field: Customer PN Changes to: Any Value Action: Copy Row This automation has been running reliably for about four months…

  • Automation not Automating

    Hi all, I have a sheet with automation: Trigger: When Rows are Added or Changed (when 'Project' changes to 'xxx') Copy rows to.. (defined sheet) Run workflow: when triggered Initially this worked a treat. But, when testing, I had to manually run the automation. Ever since then, it only works if I manually run it on the new…

  • SmartSheet Copilot Connector for Australian Region

    The SmartSheet Connector in Microsoft copilot is not working for Australian region. It is not taking my api token. The instruction says: To connect to your Smartsheet Sheet data, you will need the choose the region for your organization's Smartsheet instance. Use one of the following Smartsheet instance region: “Default”…