1.Monitor updated request rows
Integrate Smartsheet and spreadsheet workflows to watch for updated request rows and trigger qualifying sends.
When request rows get marked complete but emails and status updates stay manual, notifications can lag and BI tracking breaks. This automation filters qualifying completions, sends completed report emails, and updates request status so your team can confirm delivery instantly.
Integrate Smartsheet and spreadsheet workflows to watch for updated request rows and trigger qualifying sends.
Integrate Filter by Zapier and validation rules to pass only rows with completed status, report URL, and no sent flag.
Integrate Microsoft Office 365 and email templates to send completed report notices with access notes and request identifiers.
Integrate Smartsheet and logging fields to set sent status, add a sent timestamp, and store work log notes.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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