USM Content
Each article below walks through a specific automation, from routing approvals to keeping sheets in sync.
Route approvals and updates
- Request approvals: Pause a workflow until a stakeholder approves or declines.
- Request updates: Solicit updates from collaborators. Choose which columns you'd like collaborators to see in your requests, and send them at specific times or on a recurring basis.
- Assign people: Add a contact to a row automatically when criteria are met.
Notify people and generate documents
- Send automated email notifications: Email people whenever a sheet changes.
- Automatically generate documents: Create contracts, purchase orders, or intake forms straight from your sheet.
Update and organize rows
- Change a cell value: Update text, dropdown, or checkbox values automatically.
- Move rows: Move rows to other sheets to streamlines a sheet, so your team can focus on the most relevant work items. The moved rows are added to your destination sheet and removed from your source sheet.
- Copy rows: When you need to maintain a record of work items on multiple sheets, copy row adds duplicates to the destination sheet without removing the rows from your source sheet.