Supercharge Smartsheet with the Outlook Plugin

So you have your integrated management system (quality, safety and environment) set up in Smartsheet, but when you receive updated information via Outlook it is a bit of a pain, because you have to:

Save the files from Outlook to your computer
Open Smartsheet
Open the correct sheet/register
Attach/upload the files back to the correct row on the register

Right? Wrong. All you have to do is install the Smartsheet plugin for Outlook and you’ll be able to save information directly from your email straight to the sheet where you need to store it, in just one step.

Emails are saved in the comments field and any attachments are saved as row attachments. You can also add new rows and update row information if required.

The Smartsheet plugin works with locally installed Microsoft Outlook or Office 365 Outlook, so give it a try today and streamline your workflows.

If you need help setting up Smartsheet to manage your quality, safety or environmental management system (or your ISO/IEC 27001:2022 information security and ISO 42001 AI management systems), then contact us today and one of our experienced ISO consultants will be in touch.

More information on the plugin is available from the Smartsheet marketplace.

Talk to us about Smartsheet for your management system

Streamline builds ISO management systems that are designed to certify first time, with an experienced ISO auditor on every job. Email hello@streamline.business, call Brisbane 07 3667 8280, Sydney 02 8315 7780 or Melbourne 03 9034 3990, or get in touch here.

General guidance only. This article is general information, not legal, financial, safety or compliance advice, and it does not take account of your specific circumstances. Streamline ISO Consultants are ISO management-system consultants, not lawyers or licensed advisers. Standards, laws and regulator guidance change, and details were correct only at the time of writing. Always seek professional advice before acting. See our full Disclaimer.