On a schedule

Email yourself a weekly copy of a sheet

Every Monday you receive an export of the sheet, so you always have last week's version on hand.

Runs: On a schedule
Apps: Smartsheet
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 7am export my Smartsheet 'Budget 2026' sheet as a CSV and email it to me as a backup.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A Smartsheet used to run payroll approvals, a client project plan or an inventory list is a single point of failure. Someone deletes a column, sorts the wrong range or pastes over a block of formulas, and the earlier version is gone, unless you happen to have saved a copy. Smartsheet has version history and a recycle bin, but the history only covers so much, and the people who need yesterday's numbers are rarely admins. Backups are made before audits, not before accidents.

Every week, ClickRuntime requests the sheet from Smartsheet in CSV format and emails it to you as an attachment or as plain text. The result is a dated copy outside Smartsheet, in a format any spreadsheet program opens, ready to restore from or to compare with the live sheet.

It fits sheets that other people edit heavily, and those that serve as the source of truth for a process.

What you get out of it

Accidental deletions are recoverable
If a column disappears or formulas are overwritten, last week's copy shows what was there. Re-creating the sheet from a file is far quicker than trying to rebuild it from memory.
A copy exists outside the tool
A backup in your own mailbox does not depend on Smartsheet access, workspace permissions or the person who owned the sheet staying at the company. It also survives the sheet being moved, unshared or deleted by accident.
Changes can be compared over time
Two weekly files can be placed side by side to see how a project plan shifted, which gives you hard evidence when a discussion about scope or dates comes up later.
Audit requests are answered quickly
When an auditor or client asks what the sheet looked like at the end of a quarter, you find the dated email and hand over the exact file. That saves hours of digging through version history that may not go back far enough.
It requires no habit
A backup that depends on someone remembering to export every Friday will eventually stop. A scheduled one carries on during holidays, reorganizations and staff changes. Reliability matters most for the weeks when nobody has time to think about backups.

How it works

What happens, step by step

Every Monday at 7am, ClickRuntime opens your Smartsheet sheet.
It downloads the whole sheet as a spreadsheet file (CSV).
The file is emailed to you, so you always have a recent copy.

Before it runs live

Connect Smartsheet

What you get

RunsOn a schedule

Email yourself a weekly copy of a sheettoday, 9:00Succeeded

Email · Budget 2026 backup (CSV)Category,Q1,Q2,Q3,Q4 Marketing,42000,38000,45000,51000

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Smartsheet steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

weekly_sheet_backup_emailed.pyexample

from clickruntime import on_trigger, notify, http, credentials

SHEET_ID = 4583173393803140  # your 'Budget 2026' sheet

@on_trigger
def run(event):
    resp = http.get(f"https://api.smartsheet.com/2.0/sheets/{SHEET_ID}", headers={
        "Authorization": "Bearer " + credentials.connection("smartsheet", "main"), "Accept": "text/csv",
    })
    resp.raise_for_status()
    csv_text = resp.text
    notify.email_me("Budget 2026 backup (CSV)", csv_text)
    return {"rows": csv_text.count("\n")}

FAQ

Common questions

Is CSV the only format available?

The sheet is requested as CSV, which keeps the content simple and opens in Excel, Google Sheets and Numbers. Formatting, attachments and comments in Smartsheet are not part of a CSV, so treat it as a data backup.

Can I back up several sheets?

Yes. List each sheet and the run will fetch them in turn, sending either separate emails or one email with several attachments. A different schedule, such as daily for a critical sheet, can also be used. Add as many as you need.

Does the backup contain formulas?

The CSV contains the displayed values of cells, not the formulas behind them. It will show what the sheet looked like, but to preserve formulas you would also want to save a copy inside Smartsheet.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (on a schedule). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

On a schedule