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Smartsheet Solutions · AI accelerator

Workflow Automator

Cross-sheet automation with external system actions.

Book a walkthrough →All 117 accelerators
−80%
Manual handoffs
3 days → 2 hrs
Process cycle time
<1%
Data re-entry errors
3–4 months
Payback period
Wf
Workflow Automator
SS · No. 105 of 117
What it does

Workflow Automator in production

  • Triggers multi-step workflows from row or cell changes
  • Copies and links rows across sheets and workspaces
  • Calls external APIs to create tickets and records
  • Sends approvals and reminders via Teams and Slack
  • Applies conditional logic, lookups and data validation
  • Logs every run with retries and error alerts
See it in a use caseHealthcare revenue cycle →Invoice processing and AP →

45-second film: the Workflow Automator tile, an animated mockup and the KPI impact.

How it ships

Live in 6–9 weeks, inside your perimeter

Deployment options
On-premise (air-gapped)Private cloudManaged cloudHybrid
Integrates with
SalesforceServiceNowJiraSAP S/4HANADocuSignSlackMicrosoft Teams
Technology stack
Smartsheet APIBridge by SmartsheetPower AutomateNode.jsPython
Compliance & security
GDPRDPDPSOC 2 Type IIISO 27001HIPAA-eligible
In production

Case studies using Workflow Automator

BPM · NORTH AMERICA (GLOBAL DELIVERY)

Background Checks at Scale →

3,000/day checks across 40 countries

GOVERNMENT / BPM · CANADA

Government of Canada Smartsheet →

14 federal departments

BFSI · MIDDLE EAST

SME Credit Underwriting →

36 hrs underwriting cycle (was 11 days)

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See Workflow Automator running inside your environment

A 20-minute technical walkthrough, no slides. Ships in 6–9 weeks.

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