Automations that work with Smartsheet
39 automation jobs we can connect to your Smartsheet setup, from €99.
Automate Project Kickoff Document Assembly Auto-assemble the charter, RACI and timeline from intake answers so new projects start with real documentation, not a blank template. Automate Project RAG Status Reporting Calculate red/amber/green project status from real defined criteria, instead of a color a PM picks based on gut feel each week. Automate Vendor Milestone Payment Triggering Automatically trigger the milestone payment approval process the moment a contracted deliverable is accepted, instead of a separate manual reminder. Calibration and Equipment Maintenance Record Tracking Automatically track calibration and maintenance records per instrument, flag overdue equipment, and quarantine out-of-tolerance results. Change Order Documentation and Approval Routing Automatically document scope changes as they happen and route them for approval, instead of chasing sign-off after the work's already done. Collecting and Tracking Tax Residency Certificates Automatically identify which counterparties need a tax residency certificate, chase collection proactively, and track validity centrally. Contractor Deliverable Tracking Against SOW Track contractor and vendor deliverables against SOW dates automatically and flag slippage early, instead of finding out at the due date. Cross-Project Dependency Tracking Track dependencies that cross project boundaries and get warned when a delay upstream is about to hit a deliverable in a project you're not even running. Detecting Document Approval Workflow Bottlenecks Automatically analyze document approval workflows to identify which stage or approver is the recurring bottleneck, with data, not guesswork. Digital Services Tax Compliance Monitoring Automatically track digital services tax thresholds and obligations across jurisdictions, flagging a new obligation as revenue crosses it. Employee Grievance Document Review Automatically organize grievance case documents, flag missing steps against your procedure, and keep a defensible file for every complaint. Enterprise Onboarding Kickoff and Implementation Tracking Coordinate multi-stakeholder kickoff scheduling and implementation milestones so enterprise onboarding doesn't stall when a champion goes quiet. Fulfilling Tax Audit Document Requests Automatically route and track tax authority document requests to the right owner, with a complete response log for the audit file. Industry Levy Compliance Tracking Automatically calculate and track industry-specific levies beyond gaming duty, environmental, insurance, or sector levies, per jurisdiction. Internal Audit Finding Remediation Tracking Automatically track internal audit findings from issue through remediation plan to verified closure, with overdue items escalated. ISO Certification Renewal Document Preparation Automatically assemble the evidence package for ISO recertification, cross-checked against clauses and prior audit findings, ahead of the audit. Management Review Meeting Documentation and Action Tracking Automatically document QMS management review inputs and decisions, and track resulting actions to closure instead of losing them after the meeting. Matching Contractor Invoices to Deliverables Automatically match contractor invoices against accepted deliverables before approval, catching overbilling and premature invoicing early. Milestone Slippage Root Cause Tagging Automatically tag why each missed milestone slipped so patterns across projects become visible instead of buried in individually rescheduled dates. Monitoring Economic Nexus and Tax Presence Automatically track sales and activity against economic nexus thresholds by state or country, flagging a new registration obligation as it's crossed. Payroll System Migration UAT Documentation Automatically run parallel payroll calculations across old and new systems during migration, documenting every discrepancy before go-live. Payroll Vendor SLA Monitoring Automatically track your payroll provider's performance against contracted SLAs, turning issues into documented, evidenced conversations. Policy Document Translation Consistency Checking Automatically compare English and Maltese versions of policy documents to flag substantive mismatches, not just wording differences. Project Closeout and Lessons Learned Archival Automate the project closeout checklist and archive documentation in a form future projects can actually search and reuse. Project Issue Log Triage and Assignment Automatically triage and assign new project issues by severity and area, instead of a growing backlog nobody's sorted through since Monday. Project Portfolio Prioritization Scoring Score and rank the active project portfolio against consistent weighted criteria, instead of prioritization decided by whoever escalated loudest. Project Risk Escalation Routing Automatically route project risks to the right person by severity, so leadership sees the risks that need them without wading through every minor one. Project Risk Register Maintenance Automatically maintain the project risk register and flag emerging risks from real project activity, instead of a document nobody updates. R&D Tax Credit Documentation Support Automatically capture contemporaneous R&D project documentation and time allocation, building a defensible credit claim as the work happens. RAID Log Consolidation and Maintenance Automatically consolidate risks, assumptions, issues and dependencies into one maintained RAID log, instead of four documents drifting apart. Regulatory Change Impact Document Review Automatically map a regulatory change to every affected policy, procedure, and contract clause, so nothing is updated late or missed. Routing Tax Notices and Correspondence Automatically classify incoming tax authority notices, extract deadlines, and route each to the right owner so nothing sits unopened. Scope Creep Tracking Against Original SOW Automatically track how far current project work has drifted from the original SOW, catching scope creep while it's still small and reversible. Statutory Financial Statement Filing Tracking Automatically track statutory financial statement filing readiness and deadlines per entity, linking the audit sign-off to actual submission. Supplier Quality Audit Report Review Automatically extract findings from supplier quality audit reports, track corrective actions to closure, and flag repeat or worsening issues. Tax Treaty Benefit Eligibility Documentation Automatically track tax treaty eligibility and required documentation per counterparty, flagging expired certificates before reduced rates lapse. Tracking License Renewals and Regulatory Fees Automatically track license renewals and regulatory fee deadlines across jurisdictions, catching tiered fee changes before a payment underpays. Tracking Regulatory Filing Deadlines Automatically track non-tax regulatory filing deadlines across jurisdictions and entities, with escalating reminders before anything is missed. Tracking Withholding Certificate Renewals Automatically track expiry of W-8, W-9, and equivalent withholding certificates per payee, requesting renewal before the current one lapses.