Cloud Storage to Smartsheet Auto-Attacher

By Lighthouse Consultings

Tired of manually uploading files to Smartsheet rows? This solution automatically detects new files in Google Drive or OneDrive and attaches them to the correct Smartsheet row based on the filename, saving hours of manual admin work.

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Auto-Attach Cloud Files

Manual document management is a bottleneck for growing teams. This solution uses an automated trigger to watch your cloud storage folders. When a file is uploaded, the system extracts key identifiers (like Project IDs) from the filename, locates the matching record in Smartsheet, and attaches the file directly to that row. It ensures your system of record is always up to date with the latest contracts, receipts, or project assets without a single click.
The automation monitors your Google Drive or OneDrive for new uploads. It instantly parses the filename to extract unique identifier such as a Project ID or Client Name, ensuring the file is mapped to the correct destination from the start.
Once identified, the system performs a real-time lookup in Smartsheet to find the matching row. The file is then attached directly to that row as a native attachment, keeping all your project documentation centralized and easily accessible.