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 recued-core.smartsheet.user.current

Current user on smartsheet

◆ workspaces_raw recued-core.smartsheet.workspace.search

Search workspace on smartsheet

◆ sheets_raw recued-core.smartsheet.sheet.search

Search sheet on smartsheet

◆ reports_raw recued-core.smartsheet.report.search

Search report on smartsheet

■ 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 core.notification.send

Send notification

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

▼

Output

summary card

table workspace_table

table sheet_table

table report_table

Settings 6 configurable

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

channels setting = [object Object]

end hour setting = 10

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

row limit setting = 25

start hour setting = 8

notify when items setting = true