Transfer Automation Smartsheet for Clients Tutorial Faster
Move client automations fast and without mistakes
- •Copy and paste full automation workflows from your template to each client sheet in seconds, avoiding manual setup and errors.
- •SSFeatures maps columns intelligently and preserves complex triggers so automations work across different client sheets and regions.
- •Save hours each week on repeat tasks.
I'm going to show you how to copy and paste automation workflows in Smartsheet. First, download SSFeatures. Then open your automation workflow. Click the copy button in the top right corner. Close this automation. Click the \"Create from scratch\" button to create a new automation. Click the paste button and SSFeatures will paste the automation for you. You can use this to copy and paste automation workflows between sheets and accounts.
Use Cases
Managing Multiple Sheets - When you have several sheets based on the same template, you can copy an automation workflow once and paste it across all of them without manual duplication.
Scaling Workflows Quickly - For large teams or consultants who manage many projects, you can scale automation rules faster by reusing existing workflows instead of rebuilding them each time.
Reducing Errors - By copying and pasting complex workflows, you minimize mistakes that often occur when recreating detailed rules by hand.
Frequently Asked Questions
SSFeatures will automatically match column names where possible. If no match is found, it will skip the unmatched values and notify you with a popup so you can review and adjust manually.
Yes. SSFeatures cannot copy Advanced Options, messages containing links to specific fields, or select destination sheets for Move Rows or Copy Rows actions. In these cases, you’ll need to make manual adjustments after pasting.
Yes. SSFeatures runs entirely within your browser and never sends data to outside servers. Copied workflows are stored locally in your browser storage, and SSFeatures simulates button clicks to paste them directly into Smartsheet.
SSFeatures has a 30-day free trial, so that you can try out all of the features of SSFeatures. You don't need a credit card. Just download the extension and start using SSFeatures, then your free trial will start automatically.
No, you do not need to provide credit card information or create an account. Simply download SSFeatures, start using Smartsheet, and then the free trial will begin.
Yes, SSFeatures is very safe. Here's why:
1. Your data stays private. SSFeatures runs inside your browser. It never sends your Smartsheet data to any outside server. Your info never leaves your computer.
2. Your settings are stored only in your browser. This means better privacy. If you uninstall the extension, you'll need to set it up again, but that's a fair trade to keep your info safe.
3. No API key needed. SSFeatures works with the page you're on, nothing more.
4. We're a Smartsheet Tech Partner. That means we work closely with Smartsheet to make sure our tools are safe and helpful.
5. You can check our code. SSFeatures is available on Chrome, Edge, Safari, and Firefox. All browser extensions must pass strict checks, and you can inspect our code yourself.
Learn more on our Security Page.
1. Your data stays private. SSFeatures runs inside your browser. It never sends your Smartsheet data to any outside server. Your info never leaves your computer.
2. Your settings are stored only in your browser. This means better privacy. If you uninstall the extension, you'll need to set it up again, but that's a fair trade to keep your info safe.
3. No API key needed. SSFeatures works with the page you're on, nothing more.
4. We're a Smartsheet Tech Partner. That means we work closely with Smartsheet to make sure our tools are safe and helpful.
5. You can check our code. SSFeatures is available on Chrome, Edge, Safari, and Firefox. All browser extensions must pass strict checks, and you can inspect our code yourself.
Learn more on our Security Page.
Thousands of Smartsheet users across many industries use SSFeatures every day.
What is SSFeatures?
- •SSFeatures is a browser extension that makes Smartsheet way easier to use
- •It adds dozens of time-saving features directly into Smartsheet
- •It will save you hours of work every week
Are you tired of wasting hours in Smartsheet doing the same tedious steps?
SSFeatures makes Smartsheet faster, smarter, and easier to use.
It's a simple browser extension, packed with powerful tools that save you hours every week.
Trusted by thousands of Smartsheet users with hundreds of five star reviews across Chrome, Edge, Safari, and Firefox.
Save hours every week in Smartsheet! Try SSFeatures free today!
Hide / Unhide Columns
Instantly hide and unhide specific columns.
Automatically Sort Rows
Keep your rows sorted, without manually clicking the sort buttons everytime.
Sheet Stats
See stats about your sheet, so you know how close you are to the sheet limits.
PDF Exporter
Export PDFs with grouped and summarized data, which is impossible without SSFeatures.
Import Data Into an Existing Sheet
Import data directly into your sheet, without needing to create a new sheet every time.
Copy and Paste Automation Workflows
Copy workflows between sheets, without tedious manual work.
Hear what users say
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
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Related Resources
| Smartsheet Automation Workflow Copy & Paste | Easily copy and paste automation workflows between Smartsheet sheets to save time and reduce errors. |
| Transfer Automation in Workspace Smartsheet Free - Save time | Transfer automation in your Smartsheet workspace free with SSFeatures. Copy and paste workflows, auto-map columns, reduce setup time. Try SSFeatures now. |
| Transfer Automation to All Sheets in Smartsheet Step by Step | How to transfer automation to all sheets in Smartsheet with SSFeatures. Copy/paste workflows, map columns, reduce errors, and apply changes fast. Try it free. |
| Transfer Automation to All Sheets in Smartsheet Automatically | Use SSFeatures to Transfer Automation to All Sheets in Smartsheet Automatically. Copy complex workflows across sheets and regions with smart column mapping. Try. |
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