Automated Workflows

Automated Workflows

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

Automate processes with workflows

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

Remind yourself about specific tasks

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

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 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

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

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 in...

Work with the move rows action

To create a move row workflow: Go to Automation > Create workflow from template......

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

Manually run a workflow

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

Automatically generate documents with workflows

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

Change a cell value with an automated workflow

Cell typeValues you can inputText/NumberA text or number value with a 4,000-character limit. CheckboxChecked, unchecked, or a custom value....

Assign people with an automated workflow

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

Work with the Record a date action

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

View and manage automated workflows

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