Automated Workflows

Automated Workflows

Automate processes with visual workflows

You can automate a significant amount of work and processes with a series of connected actions, such as approvals that are visually represented on a s...

Overview: Automated workflows

With Smartsheet, you can quickly create workflows to automate the repetitive, manual tasks that dominate your day....

Set notification preferences for your account

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

You can set up the frequency of change-based workflows to Hourly, Daily, or Weekly....

Request approvals from stakeholders

You can request multiple approvals and create an order for those approvals....

Automatically request updates on tasks

Create a workflow to automate update requests you want to send to your colleagues....

Customize the content of your alerts and requests

You can make it easy for people to understand alerts and requests by including customized messages and placeholders....

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

Use the table below as a reference for what you can do with automated workflows depending on your permissions level....

Blocks and Paths: Anatomy of an Automated Workflow

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

Manage your workflows

As your work processes develop, you may need to tweak, copy, disable, delete, unsubscribe from, or subscribe to 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

Approval requests let you automatically ask someone to approve or deny an item on your sheet....

Use the template gallery to create an automated workflow

With the sheet open: In the upper-left corner of your sheet, select Automation > Create workflow from template....

Build a workflow to automatically generate documents

Using Smartsheet Automation, you can automatically generate documents as specific conditions are met....

Clear the contents of a cell with the clear cell value action

Use the Clear cell value action to delete the contents of the chosen field when a workflow is triggered....

Change the Value of a Cell in an Automated Workflow

With the Change cell value action in automated workflows, you can input data to text/number, single select dropdown, multi select dropdown, and checkb...

Assign People in an Automated Workflow

With the Assign people action in automated workflows, you can add an email address or contact to a contact column in a sheet with specific triggers....

Set the current date with the Record a Date action

Use Record a date action to set the current date into the chosen field when a workflow is triggered....

View and manage automated workflows

Quickly and easily manage workflows you’ve created....