Copy and Paste Workflow for Sales Smartsheet No Mistakes Pro
Copy sales automations between sheets without errors
- •One-click copy of sales automation workflows so your team avoids setup mistakes and stays consistent.
- •SSFeatures adds copy and paste buttons that map columns, handle complex triggers, and work across regions and templates.
- •Work confidently with fewer errors and more control.
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 with full access to all features. No credit card or account required—just download and start using it.
Yes. SSFeatures runs entirely in your browser and never sends your Smartsheet data to any outside server. We're also a Smartsheet Tech Partner. Learn more.
After 30 days, you can subscribe to continue using SSFeatures. We'll notify you before the trial ends. Pricing starts at $10/user/month when billed yearly.
Thousands of Smartsheet users across many industries use SSFeatures every day.
"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
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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?
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Hide / Unhide Columns
Unhide specific columns without using 'Unhide All'.
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 grouped and summarized reports to PDF.
Import Into Existing Sheet
Import Excel or CSV into your sheet—no new sheet required.
Copy and Paste Automation Workflows
Copy automation workflows between sheets in seconds.
Hear what users say
"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
Pricing
SSFeatures offers a 30-day free trial for all users with no sign-up or credit card required! After the trial, you can continue enjoying all features with our simple subscription plan.
You can manage your licenses and grant access to your company's domain in the SSFeatures dashboard.
How many users?
Premium Membership
$10/Month (USD)
Billed Yearly
Saves $24 per year
17% discount
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Enterprise Membership
Do you need more than 50 licenses for your company?
Please contact us and our sales team will reach out to you for more information.
Security and Privacy
SSFeatures runs entirely in your browser and never sends your Smartsheet data to our servers. We're a Smartsheet Tech Partner. Learn more.
Related Resources
| Smartsheet Automation Workflow Copy & Paste | Easily copy and paste automation workflows between Smartsheet sheets to save time and reduce errors. |
| Copy Automation Smartsheet Within Same Sheet No Setup - Fast | Copy automation in Smartsheet within the same sheet to clone workflows in one click. SSFeatures auto-maps columns, cuts errors, and saves time. Try it now. |
| Copy Automation Smartsheet To All Sheets Automatically - Bulk | Copy automation in Smartsheet to all sheets automatically with SSFeatures. Copy once, map columns across sheets, paste to many sheets, and save hours. Try it. |
| Copy Smartsheet Automation to Template Tutorial - Easy Guide | Copy Smartsheet automation to a template using SSFeatures with this easy tutorial. Learn copy/paste, column mapping, and rollout steps to save time. Follow now. |
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