Smartsheet
Smartsheet email integration
Forward an email to ForwardThis and it becomes a row on the Smartsheet sheet from your instructions, with the values filled in and the attachment on the row.
Setup in 30 seconds.
How it works
Connect Smartsheet
Create a free account and connect Smartsheet. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made, and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Variation request - Plot 12 groundworks
Add this to the Variations sheet with the plot, cost and delay, and attach the drawing to the row.
---------- Forwarded message ----------
Morning - the client wants the driveway widened on Plot 12. Extra groundworks come to £3,420 and would add four days to the programme. Revised drawing attached.
plot-12-driveway-rev-b.pdf780 KB
Added a row to Variations
Plot 12 · £3,420 · +4 days
Attached plot-12-driveway-rev-b.pdf
Variations · Plot 12
Undo available for 24 hours if something does not look right.
Some other examples
- “Log this on the Snagging sheet: plot, issue, who reported it.”
- “Update the Plot 12 row to approved and set the date to 2 September.”
- “Comment on the Plot 9 row that the client has signed off the change.”
Everything ForwardThis can do in Smartsheet
Append row
Add a row to a sheet
Edit spreadsheet cells
Edit a row in a sheet
Read a spreadsheet
Read or search a sheet
Delete spreadsheet row
Delete a row from a sheet
Add note
Comment on a row
Attach file
Attach a file to a row or a sheet
Read a record
Read one row in full
Move task
Move a row to another sheet
Read a report
Read a report
Find files
Search across Smartsheet
Create document
Create a sheet
Copy file
Copy a sheet from a template
Share file
Share a sheet, or change someone's access level
Remove access
Remove someone's access to a sheet
Check who has access
Check who can see a sheet
Rename file
Rename a sheet
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How does the Smartsheet email integration work?
- In Smartsheet the email becomes a row under the matching column titles, capitals ignored, with the attachments put on the row, and because Smartsheet has no bin for deleted rows, an undo first checks that nobody has edited that row since. Forward the email to your ForwardThis address with a simple instruction saying which sheet it belongs on and what to record, like "add this to the Variations sheet with the plot, cost and delay". ForwardThis takes those details out of the email, adds the row, and replies to confirm with a link. The first time, you'll need a free account with Smartsheet connected, which takes about 30 seconds, and that's the entire Smartsheet email integration. Adding an email to Smartsheet as a row has a page of its own.
- How does it know which column each value goes in?
- It reads your sheet's own column titles and matches what you asked for against them, ignoring capitals, so "cost" lands under Cost. Nothing is guessed: where the sheet has no column for, it tells you which one it couldn't find rather than putting the value somewhere convenient.
- Can it attach the email's files to the row?
- Yes. Attachments are read straight out of the forwarded email and put on the row, so the drawing or the quote sits with the entry rather than in your downloads folder. It can also comment on a row, update one, or read a sheet or report back to you in a reply.
- What if it puts something in the wrong row?
- The confirmation email includes an undo that works for 24 hours. Smartsheet has no bin for deleted rows, so before undoing a row it added, ForwardThis checks whether anyone has edited that row since. If someone has, it leaves the row alone and tells you, because their work matters more than tidying up ours.
- How is this different from Smartsheet's own forms and update requests?
- Those point outward: a form collects answers from people you send a link to, and an update request emails a row out for someone to change. Neither one takes an email that has already landed in your inbox and turns it into a row; filling in your own form from a Gmail message is still copying it out by hand. ForwardThis is that missing direction, and if your emails all arrive in the same shape a rule in Zapier would do it more cheaply.
- Does this replace the Smartsheet for Gmail add-on?
- It does a different job. Smartsheet's Gmail add-on lets you add the email you are reading to a sheet as a row, or as a comment on one, choosing the sheet and the columns in the side panel. ForwardThis needs nothing installed: forward the email with a simple instruction and the row is added under the matching columns with the attachments on it, from Gmail, Outlook or a phone.