Copy Workflow for Planning Smartsheet Guide - Save Time
Quickly copy planning workflows across sheets and avoid manual setup.
- •Copy complex planning workflows with one click so your project sheets get the same automation without redoing every rule.
- •Use SSFeatures copy and paste buttons to map columns and keep triggers, actions, and conditions intact—even when copying across accounts or 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 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.
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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!"
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"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!!!"
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Copy automation workflows between sheets in seconds.
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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. |
| Duplicate Automation Smartsheet To All Sheets Simple - Scale | Duplicate automation Smartsheet to all sheets simple with SSFeatures. Copy/paste workflows to every sheet, auto-map columns, and stop manual setup. Try it now. |
| Duplicate Automation Smartsheet From One Sheet To Another Quickly | Duplicate automation Smartsheet from one sheet to another quickly with SSFeatures. Copy/paste workflows, auto-map columns, and cut setup time. Try it now. |
| Duplicate Automation in Smartsheet for Tasks Fast: Save Time | SSFeatures duplicates automation in Smartsheet for tasks fast, copying workflows with smart column mapping to cut setup time and reduce errors. Try SSFeatures. |
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