What is the primary method for sending a snapshot of a Smartsheet when a workflow is triggered?

The primary method for sending a snapshot of a Smartsheet when a workflow is triggered is to send it as an email attachment in PDF or Excel format. This approach ensures that the recipient receives a formatted and easily readable version of the sheet at a specific point in time. By using attachment formats like PDF or Excel, you can maintain the visual integrity and structure of the data, which is essential for effective communication.

Sending a snapshot as an attachment is particularly useful for stakeholders who may not have immediate access to Smartsheet or who prefer to review materials offline. It allows for quick sharing of important updates, ensuring that everyone involved is kept in the loop with accurate and timely information.

In contrast, sharing a link through a chat application or posting on a team’s collaboration platform may not provide the same level of assurance regarding the recipient's access to the most recent data in a specific format. Moreover, exporting the sheet to a local drive does not facilitate immediate sharing or instant access for stakeholders who need to be informed as part of the workflow process.