Smartsheet Automation enables you to replace manual, repetitive tasks with flexible, automated workflows. You can start from a template, or set up a custom workflow based on a "trigger" or change to your sheet. Whether it's sending an alert to your team, setting up a reminder about upcoming deadlines, requesting updates or approvals, locking or unlocking rows, recording a date, assigning a task, or changing a cell value, automation has you covered. So sit back, relax, and let Smartsheet be...smart! Learn more below.
Overview: Automated workflows
With Smartsheet, you can quickly create workflows to automate the repetitive, manual tasks that dominate your day. Get started with guided workflow templates to quickly and easily set up your first automation to collect updates, track due dates, and more.
What you can do and where you can apply workflows depends on your permission level. Learn about workflow permissions.
Workflow ideas
The workflow template gallery makes it easy to create workflows for common actions. The gallery includes tips on when to use the workflow and how to customize each template.
Here are a few examples:
|
Use this template |
To do this |
|---|---|
|
Alert someone when specified criteria are met |
Let someone know you’ve assigned them a task or changed a date |
|
Remind someone on a specific date |
Remind stakeholders as critical dates approach |
|
Request an update every week |
Collect weekly status reports and keep projects up-to-date |
|
Move a row to another sheet when specified criteria are met |
Automatically move rows to another sheet when something changes, like when a task is completed, a status is updated, or a team is assigned a new task. |
These examples are just a starting point; you can customize each template to meet your workflow scenarios. To get started, in the upper-left corner of your sheet, select Automation > Create workflow from template.