What is a Workflow Build?
If your team is managing a process in spreadsheets, emails, or inconsistent sheets, we design and build a structured Smartsheet workflow that creates clarity, automation, and real-time visibility.
A Workflow Build is the perfect fit for you if:
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You’re building or redesigning a single business process
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Your current workflow is manual, messy, or inconsistent
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Teams are using Smartsheet differently
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You want intake → tracking → reporting in one clean system
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You need automation and dashboards that actually reflect reality
What You Get:
Agilize can build a structured Smartsheet solution that creates clarity, automation, and real-time visibility.
Process Mapping
We map your stages, roles, and data flow so the workflow is structured before anything is built.
Role-Based Reports
Filtered reports that show each team member exactly what they need to see.
Core Sheets
We'll build a set of clean, organized sheets designed to support daily workflow execution.
Real-Time Dashboard
A live dashboard with metrics, status visibility, and quick links to key assets.
Automations
Smart alerts, reminders, and status changes that reduce manual work and keep the process moving.
Recorded Training
1–2 live training sessions to ensure adoption and confident usage.
How It Works
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Discovery Call: We chat briefly to understand your goals.
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Process Mapping Session: We map your workflow stages, ownership, and data structure in a focused working session.
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Build Phase: We design and build your sheets, automations, reports, and dashboard based on the approved map.
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Review and Refinement: We walk through the completed workflow together and make any scoped adjustments.
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Training & Handoff: Your team receives live training that's recorded for future reference, two-four weeks of post-build support.
Examples of Workflows We Build
Marketing project intake & tracking
Product Launch Tracking
Internal Requests Management
Sales Pipeline Management
Construction Project Management
Client or Employee Onboarding
Agilize Consulting provides custom Smartsheet solutions from certified Smartsheet consultants. Learn more about our Smartsheet consulting services. Get started by booking a free discovery call.