Automated Workflows

Automated Workflows

Automate processes with workflows

Here is an example of a powerful automation in a single workflow: A technical writer finishes a rough draft and marks their task as complete in Smar...

Remind yourself about specific tasks

Select the bell icon in the row action indicator column....

Request approvals with workflows

Approval requests pause the workflow at each step until the request is approved or declined....

Request updates with workflows

Request updates when you someone assigns a task listed in the sheet or when you need the task owner to update specific fields....

Customize the content of your alerts and requests

You can set workflows to run weekly, daily, or at specific times in the day....

Condition blocks: Filter what your automated workflows send

Between trigger blocks and action blocks, you can define conditions to filter which rows to include in the resulting alert or action....

Action blocks: Specify what automation is triggered

With an action block, you choose what type of alert, request, or other automation your workflow performs 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....

Trigger blocks: When your workflow is executed

When creating automation workflows, you can select from the following triggers: When rows are added or changed When rows are changed When rows are...

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....

Notification Center: Receive alerts directly within Smartsheet

You always receive notifications through Notification Center....

Automated notifications sent via Smartsheet

For example, you create a workflow to trigger alerts when someone edits the sheet you own....

Configure how you receive notifications from Smartsheet

You can configure your personal settings to receive notifications in the Notifications Center or from these channels: Email: Receive notifications ...

Work with the move rows action

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

Control who is notified about alerts and requests

You can control who can receive alerts (account and sheet level) or requests based on a person's relati

Approval requests: Automatically request sign-off on work items

For example, you can configure an approval request to have Smartsheet automatically send a request for someone from finance team to sign off if a purc...

Manually run a workflow

Manually run a workflow if you want to see the results of changes you have made, or if you have new data and need the updates incorporated before the ...

Build a workflow to automatically generate documents

Before you set up automatic document generation, you need a fillable PDF or DocuSign mapping....

Work with the clear cell value action

To create a new clear cell value workflow: Brandfolder Image Go to Automation > Create a Workflow....

Change the value of a cell in an automated workflow

Cell type Values you can input Text/Number A text or number value with a 4,000-character limit....

Assign people in an automated workflow

Follow these steps to assign people in an automated workflow: Edit or create the workflow you want to add an Assign people action to in the Automati...

Set the current date with the Record a date action

Select the Automation > Create a Workflow. Inside the workflow editor, scroll down to the action selector and choose Record a date....

View and manage automated workflows

At the top left of the sheet, select Automation > Manage workflows....