Smartsheet and Workflow Automation
Smartsheet is a collaboration and project management platform offering native automation capabilities to streamline everyday business processes.
Automation of Repetitive Tasks & Workflows
Smartsheet Automation replaces manual tasks — alerts, notifications, update requests, and approvals — with pre-programmed workflows. (source: help.smartsheet.com)
Examples include:
Automatically sending reminders when a due date is approaching
Triggering an approval request when specific conditions are met
Automatically moving rows between sheets based on defined criteria
Sending alerts to stakeholders whenever a status changes
Smartsheet also uses date-based workflows — for example, to remind team members or execute scheduled actions automatically.
Results & Benefits
Time savings: teams no longer spend hours on manual follow-ups or administrative tasks.
Faster response time: stakeholders are instantly notified when their input is needed.
Consistency & standardization: processes are applied uniformly, reducing the risk of human error or missed steps.
Flexibility: users can easily adjust or create their own workflows according to context — all without writing a single line of code.