Automate Work With Update Requests


Get the information you need, faster, when
you request updates using automated workflows. You can add an update request
to an existing workflow, or create a new workflow from scratch. Your workflow will
always begin with the trigger, which tells Smartsheet whether to run the
workflow on specific dates, or when certain information in your sheet
changes. After picking the trigger, you can set up your update request. First,
enter an individual recipient or select a contact column to ensure the
appropriate person is contacted for each row. You can send update requests to
anyone with a valid email address. Next, customize the subject line and message
of your update request, then include the columns you need updated and consider
adding other columns that will provide important context for the recipient. If you expect that a recipient will
receive many requests, you can bundle them on an hourly, daily, or weekly basis
to reduce the number of notifications. If your workflow uses a time-based trigger,
your update request will go out at the time you specify. You can also add
recurrence to your time-based trigger, for example, send a weekly request for
status updates. Update requests are mobile ready,
so stakeholders can respond on any device. When a response is added to your
sheet, you’ll receive a confirmation that highlights any changes. It’s easy to
combine multiple actions in the same automated workflow. For example, you can
add multiple update requests when you need different kinds of updates from
different stakeholders, or, follow up with an update request when someone’s
approval request has been declined. And, that’s how to use update requests in
Smartsheet automated workflows.

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