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Feature Requests
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Create SKILL for AI
Please create a official SKILL.md file with knowledge about SmartSuite formulas. So we can upload skills in Claude, for example, and create formulas super easily.
4
·
Automations
13
Add "this month" "this quarter" and "this year" options to automations
I want to be able to add an automation if the due date is in "this month" or "this quarter".
0
·
Automations
24
Find one records should have also if records are found not only "no records found"
Currently the Find Records action only has the "if no records are found" path option, and there's no inverse "if records ARE found, stop" option.
0
·
Automations
1
Outlook Calendar
We need an ability to link our Outlook appointments to records in SmartSuite for a better follow-up. The link should be working both ways: create or update a task in SmartSuite with new Outlook event gets created create or update events on the Calendar when Status of the record in SmartSuite changes
9
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Automations
·
planned
121
Test automation
id like to have a buttom that alolows for testing the automoation. Currently i have to eitehr wait for the schedule time or make a change in record etc to ensure irt runs proeprly.
14
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Automations
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planned
158
Whatsapp / Telegram / iMessage Integrations
Give us the ability to Verify Mobiles with OTP / 2FA Code and send messages / Transactional messages via Whatsapp / Telegram / iMessages. This will be a game changer! Email is so 2000! While an email is unique, each use can have multiple email address, but would at the most have 1 or 2 mobile numbers! This is better for identifying unique users than email.
2
·
Automations
33
On-Call Scheduling
We would like SmartSuite to support on-call scheduling with rotations, primary and secondary coverage, escalation paths, and notification routing, so incidents can be assigned and escalated automatically to the right responders at the right time.
1
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Automations
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in progress
17
Add condition to scheduled time
would like to run automations at specific times but only if additional criteria are met.
4
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Automations
·
planned
65
Export Automations
Automations are complicated. After spending time setting up and testing, I want to be able to save a "point in time" for later reference. I don't need to be able to import, I just want to see and reference how they were set up. I'm taking screen shots now of each section but that's slow and tedious. Any kind of export would be appreciated.
3
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Automations
·
under review
92
Google Drive Share Automation
Create an automation trigger that fires in response to a Google Drive item shared with the linked user. The trigger should be enabled via OAuth, making values like file name and path available for use in linked automation actions.
5
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Automations
·
planned
102
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