Certain information set forth in this presentation may be “forward-looking information.” Except for statements of historical fact, information contained herein may constitute forward-looking statements. Forward-looking statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, many of which are and will be described in Smartsheet’s filings with the US Securities and Exchange Commission, and these risks and uncertainties may cause actual performance and financial results in future periods to differ materially from any projections of future performance or results expressed or implied by such forward-looking statements. Although forward-looking statements contained herein are based upon what Smartsheet management believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Smartsheet undertakes no obligation to update forward-looking statements except as required by law.

Smartsheet is a registered trademark of Smartsheet Inc. The names and logos of actual companies and products used in this presentation are the trademarks of their respective owners and no endorsement or affiliation is implied by their use.

Legal

Getting the Most out of Workflows

Anna MkrtchyanProduct Marketing Manager

Brainstorm

Jot down tasks you wish you could take off your plate

• Repetitive tasks – daily, weekly, etc. • Chasing down information• Reminding others to complete or update• Low value but necessary

Automated Workflows

Alert someone

Alert people about rows in your sheet

Request Information

Request update: Collect data from others with an easy-to-fill form

Request approval: Get an approval from others on tasks and projects

Row Action

Move rows to another sheet

Lock/Unlock rows from further edits

Actions

Automated Workflows

Alert someone

Alert people about rows in your sheet

Request Information

Request update: Collect data from others with an easy-to-fill form

Request approval: Get an approval from others on tasks and projects

Row Action

Move rows to another sheet

Lock/Unlock rows from further edits

Actions

Sheet activity

Rows added

Rows changed

Rows changed to X

Date

Specific date

Date column

Every day/week/etc.

Trigger

Automated Workflows

Alert someone

Alert people about rows in your sheet

Request Information

Update: Collect data from others with an easy-to-fill form

Approval: Get an approval from others on tasks and projects

Row Action

Move rows to another sheet

Lock/Unlock rows from further edits

Actions

Sheet activity

Rows added

Rows changed

Rows changed to X

Date

Specific date

Date column

Every day/week/etc.

Trigger Condition

If column X is ________

If Date column is in the past

If Status column is at risk

If Assigned To column is Anna

Automated WorkflowsActionsTrigger Condition

Request an update4 days before Due Date

Automated WorkflowsActionsTrigger Condition

When Status column is not Complete

Request an update4 days before Due Date

Automated WorkflowsActionsTrigger Condition

When Status column is not Complete

When Modified Date column is not Today

Request an update4 days before Due Date

Getting More out of Workflows

• Recurring Workflows

• Conditional Workflows

• Multi-Step Workflows

• New! Move Row

Getting More out of Workflows

• Drive transparency through accurate data

• Easily identify risks

• Free up time for valuable tasks

• React quickly to changes

• Achieve More

Demo #1: Product Roadmap

Requirements:

• Release notes from PM, 1 week before

• Training notified 1 month before release

• Webinars team notified of high priority

• Announce successful release

Demo #2: Audit ChecklistRecurring, Conditional, Send to Contact List

Requirements:

• Recurring (weekly, etc.) update needed

• Send automation only to Assigned To

• Stop sending after completion

• Don’t send if updated in last two days

Demo #2: Audit ChecklistRecurring, Conditional, Send to Contact List

Requirements:

• Send an update request to assigned contact weekly

• Don’t send if row is complete or has been updated in the last two days

Demo #3: Request ManagementSingle & Multi-Approval Workflows, Move Row

Process Requirements:

• Form submitted for paid training

• Two approvals required:

• Manager approval

• Finance approval

• Approved rows move to Department sheet

• Marketing, Product Management, Etc.

Demo #3: Request ManagementSingle & Multi-Approval Workflows, Move Row

Process Requirements:

• When new row is added, request approval from submitter’s manager

• When manager approves, request approval from Finance

• When Finance approved, move Marketing rows to Marketing sheet, etc.

Revisit Brainstorm & Next Steps• Review your brainstorm & note solutions

• Share your thoughts! • Visit the Automated Workflows booth• Visit the Design and Idea labs

• Suggested Sessions:• Preview the Smartsheet Product Roadmap Thursday at 11AM• A Complete Solution: Intake to Archive

Wednesday at 830AMCreate a complete workflows: Forms, automation, reports, and dashboards