The SmartSuite team was thrilled to have over 100 participants in today’s advanced training session! 🙌 We dove deep into permissions, automations, and formulas within SmartSuite, and your enthusiasm made it an incredible experience.
This event was hosted by some of SmartSuite’s finest who shared their expertise:
🔹 Peter Novosel - Our CTO & Co-founder, and the mastermind behind many of our technical solutions.
🔹 Artem Kunytsia - Our dedicated Product Manager, who ensures every customer request is thoughtfully integrated.
🔹 Brian Dollen- Our Technical Onboarding Specialist, who makes solving complex issues look easy.
What We Covered:
We started with a quick overview of SmartSuite, and then delved into three key areas:
🔒 Roles and Permissions – Artem walked us through the nuances of managing roles and applying permissions across different levels in SmartSuite.
⚙ Advanced Automations – Peter showcased powerful automation features, including the highly anticipated merge records action and smart task assignments using the find records action.
🔢 Formulas and Calculations – Brian rounded off the session with a deep dive into complex formulas and multi-layer record linking, helping you harness the full potential of your data.
Q&A and Final Thoughts:
Our team addressed a range of questions, offering insights into SmartSuite’s functionalities and upcoming features. From custom AI for formulas to advanced automation flexibility, we covered it all!
View the full event recording here!
Thank you once again for making this session so engaging and interactive. We’re excited to see you in our future sessions!
💡 If you're new to SmartSuite or looking to solidify your foundational skills, don’t miss this month's 2-Part Monthly Training Session on August 29th tailored for more amateur users. Register here!