Automations

I've been using the MCP server with ChatGPT and Codex, and the results have been very promising. However, I've encountered some limitations when trying to interact with Premium products and automations. Has anyone heard whether further development is planned to expand MCP access to these products and capabilities?…

We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…

Has the run now function been moved? I no longer see it in the drop down menu from all my active animations.

Hi All, A lot of the questions I see here come down to the same decision: which way should we build this? A native workflow, DataMesh, Bridge, Power Automate, the API? I put the options on one page to make that comparison easier. For each one it covers what it does, where it runs, how far it extends, what you get out of…

Problem The Intake sheet in Smartsheet relies on a Salesforce connector to populate and update information. If the Salesforce-to-Smartsheet workflow is disabled, encounters an error, or stops processing records, there is currently no notification or visible indicator that the data flow is no longer working. As a result,…

Hi, We are using the same automations across countless sheets, and they have been working reliably for years. They are set up correctly, and no changes have been made to them. However, they stopped triggering yesterday. The automations are very simple and are triggered by cell changes. For example, if we enter "Done" in…

I have a form that others in our organization use to submit projects to my department. How it should work: 1) the form when complete populates a row in the Spreadsheet. 2) automation maps certain fields in the form to a PDF. 3) The new row triggers an email to our department with the PDF attached. This used to work…

It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <<Smartsheet field1>> has submitted a new request. The request…

For the developer community, I’d love to see a stronger focus on bridging Smartsheet with enterprise automation pipelines like Microsoft Power Automate and major RPA suites (UiPath, Automation Anywhere). Here are a few specific areas that would significantly help enterprise solution architects: Enhanced Connectors &…

All of our forms are capturing the person's email who submitted the request. Under the automation section, add the option to alert the person who sent the form to receive an update when a specific field is changed. This would function as a specific notification of completion for the request that was submitted.