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SmartSuite: Send a Notification

Send an in-app message to the Notification Center of one or more members from an automation, with no email.

Written by Peter Novosel

The Send a Notification action posts an in-app message to the Notification Center of one or more workspace members when an automation runs. Add it under Then do this, choose who receives it and write the message; no email is sent.

Plan Availability

All plan types.

Permissions

Administrators, in any solution, and Solution Managers, in the solutions they manage, create and manage automations.

Platform

Web

Related Reading

My notification did not arrive: check these four things, in order

Administrators and Solution Managers can open History and change the automation. If you have neither role, send this page and the link to the record to the person who manages the solution.

  1. The automation did not run. Open the automation and select History; if no run is listed, the trigger never fired. The checks are in Fix an automation that did not run.

  2. Send To. The setting is required. It accepts members or teams picked from the list, email addresses typed in, or fields of the triggering record that hold members, email addresses or text. Examples are Assigned To, Email, Text, a Formula that returns text, or a Lookup of one of these. See Who can receive the notification?.

  3. The Notification Center, not email. The action posts an in-app message to the recipient's Notification Center; no email is sent.

  4. The message. The Message setting is required and is plain text, and a message over 150 characters shows only its first 150 characters. See What goes in the message?.

Still stuck: select the chat button in the lower-right corner of SmartSuite. The panel shows the current service status under Search for help; to reach support, select Ask a question. Include the automation link (the three-dot menu, then Copy Link), the start time of the run, or the time it should have run, and the link to the record. To copy it, open the record and select the link icon next to its number, or choose Copy Link in the record's three-dot menu. The full fix guide is Fix an automation that did not run.


What does Send a Notification do?

The action sends a short in-app message to members when a trigger fires, for example when a record is created, when a record is updated or when a record matches a condition. The message appears in the recipient's Notification Center, which makes it a light alternative to an email for in-context updates.


How do I add the action?

  1. In the top navigation, open the Solution menu (the arrow beside the solution name) and select Automations.

  2. In the Automations dialog, select Add Automation.

  3. Set the trigger under When this happens.

  4. Under Then do this, select Add Action and, under SmartSuite Actions, select Send a notification.

The SmartSuite actions list in the automation builder with Send a notification selected

Who can receive the notification?

The Send To setting is required. It accepts:

  • Members or teams: select the + button. The list opens on Fields from Trigger; select the back arrow, then Members or Teams, and pick from the list. Email addresses: type the address and press Enter.

  • Values from the record: select the + button; the list opens on Fields from Trigger. It shows the fields of the triggering record that hold members, email addresses or text. These are Assigned To, Email, Text, Formula fields that return text, Lookup fields that show one of these, First Created, Last Updated and Followed By. Linked Record fields are not offered.

Mix both to send to one member, a group or the people named on the record.

The Send To setting of the Send a notification action with members and record fields selected

What goes in the message?

The Message setting is required and is plain text; SmartDoc formatting is not supported. Type your text, and select the + button to insert values from the triggering record (Fields from Trigger). The list offers any of its fields, and Current User, Record ID, Record URL (Link to Open Record), Solution Name, Table Name, Today's Date and Workspace Name. The setting is empty when you add the action.

The Send a notification action with Send To and Message filled in

How does the notification read in the Notification Center?

When the run has a record context, the notification reads: An automation for record {Trigger Record Name} from {Trigger Table Name} sent a message: {Custom Message}. Without a record context it reads: An automation sent a message: {Custom Message}.

Note: The message is limited to 150 characters. You can type more, but the notification shows only the first 150 characters followed by "...". The run still completes.

Last verified 29 Oct 2026.

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