Connect Bridge workflows with different platforms outside Smartsheet to complete your business processes.
USM Content
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.