Automated Workflows

Automated Workflows

Automate Processes End-to-End With Visual Workflows

With automated workflows, you can automate a significant amount of work and processes with a series of connected actions, such as approvals, that are ...

Save Time and Work Faster With Automated Workflows

With automated workflows, you can save time and maintain consistency in your work processes using a series of connected actions, such as automated app...

Trigger Automated Workflows on the Changes You Make

You can control whether or not you receive notifications for your changes by adjusting your personal settings....

Ensure Continuous Project Execution With Recurring Automation

You can schedule a recurring workflow to ensure that your workflow runs for the rows that meet your conditions on a regular basis....

Remind yourself about specific tasks

With row-level reminders, you can alert yourself or others about specific tasks in your sheet....

Trigger Frequent, Change-Based Automations in Batches

In the Run workflow dropdown of the trigger block in your automated workflow, you can adjust whether a change-based workflow should run immediately, o...

Request Approval From Stakeholders in Sequence

If you want to request approval from stakeholders and set up actions sent in sequence rather than all at once, you can set up multiple Approval Reques...

Automatically Request Updates on Tasks

Have actions trigger an automatic ask for someone to update a portion of a sheet with the latest information....

Customize the Content of Your Alerts and Requests

In the action block of your automation workflow, select Alert someone to alert people about rows in your sheet based on the trigger and conditions set...

Condition Blocks: Filter What Your Automated Workflows Send

Between the trigger block and action blocks in your automation workflows, you can define conditions to filter which rows will be included in the resul...

Action Blocks: Specify What Kind of Automation is Triggered

With an action block, you can choose what type of automation you want your workflow to perform when triggered....

Create a Time-Based Automated Workflow

In the trigger block of an automated workflow, you can trigger actions before, after, or on a specific date by specifying a date field (from a date co...

Trigger Blocks: Define When Your Workflow is Executed

When creating automation workflows, you can define the criteria that will trigger your workflow....

Permissions Required to Create and Edit Automated Workflows

Licensed Smartsheet users Business, Enterprise, and Premier accounts Use the table below as a reference for what you can do with automated workflows...

Blocks and Paths: Anatomy of an Automated Workflow

Building an automated workflow is similar to building a flowchart....

Dynamically Add Cell Data in the Subject and Body of Request Messages

Make each alert or request more readily identifiable in the subject line of the notification with message placeholders....

Edit, Clone, or Completely Delete a Workflow

As your work processes develop, there may come a time when you need to tweak, copy, disable, or completely delete an automated workflow....

Notification Center: Receive Alerts Directly Within Smartsheet

With Notification Center, you can stay informed and take action on important tasks and updates as you work in Smartsheet....

Overview of Automated Notifications Sent via Smartsheet

As you and your colleagues work with Smartsheet, you’ll likely receive notifications about Smartsheet-related activity via email....

Configure How You Receive Notifications from Smartsheet

Smartsheet notifications help you stay informed and take action on important updates and tasks no matter where you are: receive email notifications vi...

Best Practices for Working With the Move Rows Action

As you work with the the Move rows action, there are certain behaviors and best practices you'll want to be aware of....

Control Who Is Notified About Alerts and Requests

You can control who can receive alerts or requests based on a person's relationship to your organization and whether or not they have access to the sh...

Approval Requests: Automatically Request Sign-Off on Work Items

An approval request is a way to ask someone to approve or deny an item on your sheet automatically....