This guide provides step-by-step instructions on how to create an automation workflow for sending daily task emails. It covers everything from naming the workflow to setting up the recurrence, specifying field conditions, and customizing the email message. By following this guide, users can efficiently automate the process of receiving daily task updates and stay organized and on top of their work.

 

1. Navigate to your specific smartsheet/source file.

 

2. Click "Automation"

 

3. Click "Create workflow from scratch..."

 

4. Click the "Untitled Workflow" field to name your workflow

 

5. Click "When rows are added or changed" to change the drop down

 

6. Click here to change to "When a date is reached"

 

7. Click "Recurrence: Run once" to drop down to adjust

 

8. Click "Run once"

 

9. Click "Custom..."

 

10. Click "Week" to change the occurence

 

11. Click "Day" for a daily email

 

12. Click "Done" or set up your start and/or end dates or recurrence schedule accordingly.

 

13. Click "1:00 PM" to change the time of day you want the email to be sent.

 

14. Click "1:00 AM" or later in the AM for tasks or items with that date to be issued early in the morning for you.

 

15. Click "Select a field" to specify the field condition you need. In this case, we are focused on the Task Due Dates.

 

16. Click "Task Due Date"

 

17. Click "is greater than" to change the drop down.

 

18. Click "is today" for all tasks with a Task Due Date of today to report out.

 

19. Click "Add another condition" to pull in additional Tasks that are Past Due.

 

20. Click "and" to change the logic to "or" as appropriate based on the reporting you are working towards.

 

21. Click here to change the field

 

22. Click "Task Due Date"

 

23. Click "is greater than" to change the drop down.

 

24. Click "is in the past"

 

25. Click "Alert people about rows on your sheet" to generate the email to yourself or another person.

 

26. Click this field to adjust as needed.

 

27. Click this button.

 

28. Click "Customize message" if you want to modify the subject and/or create a custom message.

 

29. Click the "Subject" field to modify

 

30. Click the "To automatically include relevant sheet content in the subject and body, surround a field name in double curly brackets. For example: {{Importance}}" field.

 

31. Click "Links to sheet and specific fields" or adjust to what you want the message to show in the email as appropriate.

 

Tip: You can modify at any time by going back into the workflow and editing or deactivating as needed.