Breakout Session

Building high-impact forms to power your workflows

Wednesday, Nov 5 | 3:30PM - 4:30PM

Details

Unlock the full power of Smartsheet forms as a foundation for more efficient processes. In this session, you'll learn how to use forms not just to collect information, but to drive action. Capture approvals, gather updates from stakeholders, fill out documents, and trigger automated workflows. We’ll explore dynamic fields, conditional logic, and seamless sheet integration to help you build forms that turn manual steps into streamlined, end-to-end automation that keeps everything moving.

Content Track

Collaborative work management fundamentals

User Level

Introductory

Industry

All Industries

Speakers

Brian Bolduc

Senior Strategic Customer Success Manager

Brian Bolduc is a Senior Strategic Customer Success Manager at Smartsheet, where he partners with enterprise customers to drive adoption, innovation, and measurable outcomes. With over a decade of experience in customer success, account management, and leadership, Brian is passionate about building strong relationships, championing cross-functional collaboration, and elevating customer impact. Outside of work, he leads initiatives in event marketing and travel advising.