Our Services

Smartsheet Solution Design & Build

We design custom Smartsheet solutions tailored to your business workflows — from project portfolios to resource planning and executive dashboards.

  • Set up project management systems, intake forms, resource management, ticketing systems, etc.

  • Build scalable templates and control versions across departments

  • Create dashboard portfolios with KPIs, health indicators, and visual status tracking

Workflow Automation & Optimization

We automate your busywork. From intake to reporting, we build workflows that save hours and deliver real-time visibility.

  • Advanced automations for approvals, alerts, escalations, and reminders

  • Setup of Control Center, Data Shuttle, Dynamic View, and/or Bridge integrations

  • Cross-platform integrations (Google Workspace, DocuSign, SharePoint, Salesforce, etc.)

Smartsheet Training & Enablement

We don't just build it — we teach you how to own it. Get customized Smartsheet training designed to build confidence and drive adoption across your team.

  • Live team training sessions (basic to advanced topics)

  • Custom training videos, quick-start guides, and resource hubs

  • Ongoing support packages (coaching, troubleshooting, minor updates)

Let's Build Better Workflows Together

At Workflow Pro, we specialize in creating smart, scalable solutions that empower your team to work more efficiently. Whether you're looking to streamline project management, automate processes, or build a customized Smartsheet system, we're here to help.

📩 Tell us a little about your project, and we'll be in touch within 1-2 business days!

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