Bridge: Workflows overview

Workflows are Bridge’s core feature. With them, you can:

• Eliminate manual and repetitive tasks
• Gather data across platforms and provide actionable insights

Bridge workflows are like the workflows in the Smartsheet app. They start running once they detect the triggers you set up. Then, a series of actions happens based on your set conditions. 

However, Bridge workflows aren’t limited to the activities happening within the Smartsheet app. They can be more complex. 

Here are some use cases for Bridge workflows.

Example 1: Project updates

Trigger a Bridge workflow when a new project is created in your project-tracking system. Use Bridge to: 

• Assign the project to the appropriate and available team lead based on the project type
• Create a project in your time-tracking system 
• Send personalized project kick-off emails to project stakeholders

Potential integration: Resource management by Smartsheet

Example 2: Expose comments

Monitor the high-level status of projects or jobs. Create a Bridge workflow that alerts you and sends you the most recent row comment in a cell on the row.

Required integration: Smartsheet

Workflows structure

Workflows contain: 

• Triggers to define when the workflow runs. 
• States that collect data from the workflow itself and from the trigger/module data brought into the workflow from other systems.

It’s good practice to add a state before each module in the workflow. Name the state according to the part of the process it precedes.

• Modules to perform specific actions with your data.
• Junctions to route your workflow based on specific criteria.