Use “Smartsheet workspace portfolio digest” in Recued. It provides a scheduled, read-only Smartsheet portfolio digest.

How it works 19 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (19 steps)

■ current_user ?

■ workspaces_raw ?

■ sheets_raw ?

■ reports_raw ?

■ defaults defaults

Apply defaults

■ workspace_count count

Count items in workspaces

■ sheet_count count

Count items in sheets

■ report_count count

Count items in reports

■ has_items compare

Check if sheet count is greater than 0

■ notify_enabled compare

Check if setting notify when items equals true

■ should_notify all

Check if all conditions are true

■ notify ?

skip: step.should_notify not_equal true

■ workspace_rows slice

Take a subset of

■ sheet_rows slice

Take a subset of

■ report_rows slice

Take a subset of

■ workspace_table to_table

Format results as a data table

■ sheet_table to_table

Format results as a data table

■ report_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 7 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

channels setting = in_app

end hour setting = 10

weekdays setting = 1,2,3,4,5

row limit setting = 25

smartsheet setting =

start hour setting = 8

notify when items setting = true