Monthly updates move through an owned reporting path
Approvals route with status visibility and reminders
Review tracking keeps follow-up work from disappearing
Missed handoffs and deadlines become visible
The challenge
The team was spending time every month compiling status updates, chasing approvals, and checking whether key reporting steps had happened. The work was important, but the workflow depended on people remembering every handoff.
The solution
Wizard of Sheets designed connected Smartsheet automations for monthly status reporting, vendor invoice approvals, and performance review tracking. Each workflow now has owners, reminders, status visibility, and a cleaner path from intake to completion.
The outcome
- Reduced manual reporting and workflow effort by roughly 80%.
- Moved recurring status and approval work into connected Smartsheet automations.
- Created a clearer operating trail for missed deadlines, approvals, and performance review status.
Talk through your Smartsheet system"I will say reduced around 80% of the effort that we used to put in elsewhere when we were doing manually."