Enable a routine to automatically share the regular artifact with specified teammates | Community
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Enable a routine to automatically share the regular artifact with specified teammates

Related products:Reporting
  • Nov 13, 2026 4:13 PM UTC
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Lauren

I’m creating a routine to look at our csat No’s (using a custom workflow) and the related customer conversations every day and create a report. It then creates an artifact report to refer to now or later. I want to tell the routine to share every day’s artifact with the same set of colleagues so they can view the data without me having to make a further daily human action of sharing it every day. If i’m not working, they cannot access the findings which makes it harder for if someone is covering me etc.