I’ve been battling with trying to build an automated report that generates from a trigger in SmartSuite. I have a set up an automation in Make.com that works for a simple report and it looks great. It’s built in Gamma with data from a record in SmartSuite and is exactly what I’m after (for that particular report). However, for a more complex report where I need the data pulled from linked records in SmartSuite, organised then added to the report in a particular structure/format I simply cannot do! I’ve spent a few long days / nights trying to work this out. I’m fairly inexperienced in this space so instead of spending even more time on this I’d like to get some pro support!!
Thanks
Jamie (COO)
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Hello @Jamie_Abbott , welcome to make.com community, I have worked and have experience with Make.com and l will love to collaborate with you on this you can schedule a call Here and you can checkout my upwork profile Here, for my pastworks and certifications
Hi Jamie,
I completely understand the challenge — pulling and structuring linked record data from SmartSuite for dynamic report generation in Make and Gamma can definitely get complex. I’d be happy to help you set this up properly.
I’m a Make Advanced Certified Expert with a strong background in automation, SmartSuite integrations, and custom reporting workflows. You can review my profile and connect with me directly on Upwork here:
https://www.upwork.com/freelancers/~01f504bd107505e346?mp_source=share
Once connected, we can go over your current setup and plan the best approach to streamline your report generation.
Best regards,
Ankit Singh
Hey Jamie,
This is a really thoughtful setup — combining SmartSuite, Make.com, and Gamma for report automation is a smart move. You’ve already done great work getting the basic version running; scaling it to handle linked records and structured data formatting is totally achievable with the right Make logic and data mapping.
I’ve helped several teams build dynamic reports that pull nested and relational data from SmartSuite, organize it, and automatically generate clean visual reports in Gamma or Google Docs. I can definitely help you get yours working smoothly.
Just to understand better before I jump in:
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How are your linked records structured — one-to-many or multiple cross-links?
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Do you already have a sample report layout or section order you’d like to follow?
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Should the final report auto-send via email or stay stored in Gamma?
Once I have these details, I’ll draft a simple project quote and realistic timeline so you know exactly what to expect.
Let’s have a short discovery call to walk through your current scenario — or we can chat securely through Fiverr Workspace if that’s easier.
— Mavin C
Hey @Jamie_Abbott, I totally understand the struggle SmartSuite’s linked records can get complicated fast, especially when you’re trying to pull and format data for structured reports. You’ve already done a great job setting up the base in Make and Gamma now it’s just about handling those nested relationships cleanly.
I’ve built similar workflows before where linked SmartSuite data is organized and passed into formatted reports automatically. I can jump in, fix the data mapping, and make the process reliable end-to-end.
You can schedule a call with me here so we could have a discussion about this.
I completely understand your challenge — SmartSuite’s linked record data can be tricky to handle, especially when you need to format it dynamically for reporting. I’ve built several SmartSuite-to-Gamma automation flows using Make.com, so I can definitely help you set this up efficiently.
Let’s connect to review your existing setup and outline how we can enhance it to generate the complex reports exactly the way you want.
Check my profile: https://www.upwork.com/freelancers/farhana401
Book a quick call:Calendly - Automaxion
Totally get where you’re coming from — SmartSuite’s linked-record logic can be tricky when you need nested data structures and clean formatting. We’ve built similar setups using Make.com + SmartSuite + Gamma where the scenario pulls hierarchical data (main + linked records), restructures it via Function modules, and pushes it to report generators like Gamma or Google Docs with precise section control and dynamic tables.
One of our recent projects, the AI-Powered ESG & Sustainability Platform, used the same multi-source data organization approach and automated report generation.
Case Study
Happy to take a look at your current Make scenario and suggest the cleanest way to handle the linked-record data transformation — or even jump in to finalize it end-to-end if you’d like.
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Thank you everyone - this has now been resolved
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