Automations

I cannot find the Automation for a seat change request and requests are going to people who should not be receiving them.

Create an EMAIL() or CONTACT() function so that email information can be extracted from a contact column. For reference we are trying to get the user's email before the "@" sign to print on a printable pdf. Even if I use a formula like: =IFERROR(LEFT([Contact]@row, FIND("@", [Contact]@row) - 1), [Contact]@row) this will…

I am sending out bulk update requests for my sheet and I have a custom message associated with it. However when I trigger/send out more than one at a time, it's ignoring the message and just sending the generic "update my online sheet" message. I just did this on another sheet last week and didn't run into any issue with…

Hello, I have automations enabled in several spreadsheets where, whenever any value is entered in a specific column, the entire row should be copied to another spreadsheet. The automation is configured so that the row is copied whenever the automation is triggered. However, I identified several cases that were properly…

Hello, I was wondering whether there was a way to clear all automations from a sheet without having to delete each one individually. I want to reduce the amount of automations as we have over 100 on our main grid. I'm looking a better way to do things so I've made a test copy of the grid, I want to keep the data but remove…

I'm curious to see how others are utilizing Claude Coworks, automations and reviews or otherwise with their Smartsheet in order to work more efficiently alongside the capabilities Smartsheet already houses. I know the answer possibilities are never-ending, so I'm really excited to hear what magic you've all been able to…

We are working on automating the creation of workspaces with an MCP agent (CoPilot). Alot of our process is already automated and it is mainly creating cell linkages from our master data sheet to our new workspace. Then another link from our new work space to all our all project data sheet (and our financial data by year…

Hey Guys! I am Emma from the UK - I run a bespoke FM change consultancy and utilise Smartsheet for managing client facing projects where there is a lot of actions and activities to process across multiple organisations. Looking for any hints and tips of making the most of Smartsheets and ongoing AI developments to wow our…

Using claude with Smartsheets has been great. However, for all attachment/PDFs etc from Emails etc I need to manually add them onto the Smartsheet rows. This feels like something that Smartsheet should integrate for Claude to be able to do.

So I already have an automation set up to create a row on a destination sheet if the customer's name matches a certain criteria. When it creates this row on the destination sheet it also adds the attached document that is added to the parent sheet. What we are needing to happen is - later there is additional attachments…