Smartsheet Automation enables you to replace manual, repetitive tasks with flexible, automated workflows. You can start from a template, or set up a custom workflow based on a "trigger" or …

Jan 10, 2019 · That’s why workflow automation can be so helpful and important for your organization. This article provides a comprehensive look at what workflow automation is, how …

Discover how to use Smartsheet’s automation features to minimize manual tasks. Create workflows that trigger based on specific actions, and configure alerts to keep your team …

View and manage automation workflows As your work processes develop, you may need to tweak, copy, disable, delete, unsubscribe from, or subscribe to an automated workflow.

At least one team member must have a Docusign license to use a workflow to generate documents automatically. Before you set up automatic document generation, you need a …

Maximize your time. Automate your workflows. With workflow automation in Smartsheet, you can streamline your processes and eliminate time spent on repetitive, manual tasks. Watch the Demo

When you manually select a date, the workflow triggers all the rows that meet the conditions you set simultaneously. For example, you can use an alert to remind you to take action on all rows …

For example, you can create a workflow to trigger alerts when someone edits the sheet you own. Smartsheet then sends you email notifications every time someone edits your sheet.

Approval requests can be completely customized and can be sent individually, or with multiple steps as part of a more complex workflow. Approval requests are mobile ready and can be …

Bridge is a Smartsheet capability that allows you to build triggered workflows to automate repeatable, condition-based processes beyond what is currently available in the Smartsheet …