Smartsheet Automations Look What You Can Do

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Index

04:30 Discussing digital tools

05:41 Seth's strategy when helping a new client while thinking about the right tools

08:22 Looking at a general request for info in Smartsheet

08:52 Data based column format

09:45 How to know if the task for the client has been completed

10:15 Start creating an automation for a client

11:20 Workflow creation begins as a new task for the client

12:30 Automated permission settings

13:19 Customizing the message for the client when they receive the new task created

15:30 We receive a notification when client views the sheet

16:20 Is Smartsheet secure for document uploading?

18:39 Adding in continuous notification to the client as a reminder to complete the task

20:25 What to say to a client that wants to stop notifications

23:45 Simply asking for view only logins for banks alleviates a lot of the accounting process

25:40 Advanced options for column visibility

26:39 Adding in another condition of alerting the client after due date has passed

28:50 Options for setting additional intensity of alerts

30:40 Filter options to view things that have and have not been done

36:04 Client view point of the email of tasks from his/her accountant

37:50 Doing an update request instead of an alert to the client

38:58 Viewing the update form from 37:50 on how it looks in the client side

40:23 Viewing how a bank statement is received from the client

42:00 Changing the alert from "assigned to" to something else

43:30 Saving a template

44:53 Add an attachment directly to the comment

45:50 Starting a new grid to create a comparable set up for subscriptions

51:55 Smartsheet you are able to customize a lot of the notifications

52:18 ClickUp screen share , Smartsheet embed in it

53:16 Recurring alerts in ClickUp

54:00 Open audience questions


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