Transfer Automation Smartsheet To Template Tutorial - Guide
Move complex workflows into templates in minutes.
- •Copy automations from a sheet into a template with one click so new sheets start with the same rules.
- •SSFeatures maps columns and handles complex workflow steps, even when sheet names differ or you copy across 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.
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
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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."
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Smartsheet Solutions Consultant at Better Work Week
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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.
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Saves $24 per year
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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. |
| Transfer Workflow in Smartsheet for Projects Without Retyping | Transfer Workflow in Smartsheet for Projects Without Retyping — SSFeatures copies automations, auto-maps columns, and prevents errors. Try SSFeatures. |
| Transfer Workflow Smartsheet To Multiple Sheets For Beginners | Transfer Workflow Smartsheet To Multiple Sheets For Beginners — SSFeatures copies automations, auto-maps columns, and prevents mistakes. Try SSFeatures. |
| Transfer Workflow in Smartsheet Within Same Sheet Easy Setup | Transfer Workflow in Smartsheet Within Same Sheet Easy Setup — SSFeatures copies automations, auto-maps fields, preserves triggers, and saves time. Try now. |
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