Automated Workflows

Automated Workflows

Stay on top of changes so that you can take action.

Automate processes with workflows

You must hold Owner, Admin, or Editor-level permission on the sheet to create workflows....

Remind yourself about specific tasks

Users with Owner, Admin, or Editor-level permission on the sheet can create workflows....

Request approvals with workflows

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

Request updates with workflows

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

Customize your alerts and requests

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

Condition blocks: Filter what your automated workflows send

You must have Owner, Admin, or Editor-level permission on the sheet to create workflows....

Action blocks: Specify what automation is triggered

There are four types of workflows, and each type has different action types for it....

Trigger blocks: When your workflow is executed

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

Automated workflows permissions

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

Notification Center: Receive alerts within Smartsheet

You always receive notifications through Notification Center....

Automated notifications sent via Smartsheet

You must hold Owner, Admin, or Editor-level permission on the sheet to create workflows....

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 in...

Work with the move rows action

Owners and sheet Admins on both the source and destination sheets can create an automated move rows action. Learn about workflow permissions....

Control who receives alerts and requests

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

Send automated email notifications

Create a workflow to send email notifications when someone edits your sheet.

Manually run a workflow

You can manually run a workflow to see the results of changes, or if you have new data and need the updates incorporated before the scheduled run time...

Automatically generate documents with workflows

To create workflows, you must be a paid Smartsheet user with Owner, Admin, or Editor-level permission on the sheet....

Work with the clear cell value action

To create a Clear cell value workflow: Go to Automation > Create from template......

Change a cell value with an automated workflow

To change the value of a cell when a workflow is triggered: Go to Automation > Create workflow from template......

Assign people with an automation workflow

Follow these steps to assign people in an automated workflow: Go to Automation > Create from template......

Work with the Record a date action

To record a date when a workflow triggers: Go to Automation > Create from template......

View and manage automation workflows

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