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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