In this video, learn how to create a cohesive automated workflow by chaining together individual automations. Watch as a Sr. Smartsheet Developer builds a complete workflow that requires a single click of a button to generate a PDF document from your Smartsheet data. Additionally, this workflow features steps that automatically clear the checkbox, record a date, and send an approval request once prompted.

▶️ Original document generator video - youtube.com/watch?v=HBC8YYTOER8

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⌚ TIMESTAMPS
00:00 – Intro
00:30 – Topics That Will Be Covered
01:30 – Setting Up Our Sample Data and Sheet
02:30 – Generating a Document Manually
03:00 – Setting Up the Automation to Generate a PDF with a Check Box
05:24 – Testing Out the Generate PDF Automation
06:45 – Creating a Separate Automation to UnCheck the Generate Document Column
10:20 –Testing The UnCheck Automation
11:00 – Outro

#smartsheet #documentbuilder #pdf #automation

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