Applies to
Smartsheet
- Pro
- Business
- Enterprise
- Smartsheet Platform
Capabilities
Who can use this capability
- Owner
- Admin
Send automated email notifications
Create a workflow to send email notifications when someone edits your sheet.
Who can use this?
Plans:
- Pro
- Business
- Enterprise
- Smartsheet Platform
Permissions:
- Owner
- Admin
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Use automation to send notifications to specific people when there are changes in the sheet.
- On the top of your sheet, select Automation > Create from template…
- Select Alert someone when anything changes.
- Select Use template.
- Name your workflow and select when to run it.
- Select who you want to notify of the changes in the sheet.
- Optional: you can personalize the notification by selecting Customize message.
- Select Save.
Customize message
Here is what you can customize in the notification:
- Select who sends the notification: This is the email that the recipient sees in the From field.
- Send from Smartsheet Automation
- Send from my organization
- Send from triggering user
- Subject: This is the subject that appears in the email notification.
- Body: The message that is sent in the email notification.
To include a field name in the subject or body message, use double brackets; for example {{Task}}.