Automatically generate documents with workflows

To create workflows, you must be a paid Smartsheet user with Owner, Admin, or Editor-level permission on the sheet. Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient. Learn about workflow permissions.

At least one team member must have a DocuSign license to use a workflow to generate documents automatically.

Before you set up automatic document generation, you need a fillable PDF or DocuSign mapping. Once you have it, follow the below steps to generate documents automatically : 

1. At the top of your screen, select Automation > Create from scratch…
2. Set the trigger for the workflow. 
3. In the Select an action block, select Generate document. 
4. From the Select mapping dropdown, select the mapping you want to use. If you don't have a mapping, you need to create one. 
5. Add the workflow conditions you want before generating the document.
6. Select Save. 

Now, Smartsheet automatically generates your document whenever the trigger and conditions occur.

To avoid creating endless loops, Smartsheet doesn't initiate the Generate document action by cells containing a cross-sheet formula or cell links. This includes formulas that refer to another cell with an inbound cell link or cross-sheet formula. To work around this, use time-based automation or recurrence workflows.