Emma Montgomery

Onboarding Specialist

Emma Montgomery is an Onboarding Specialist at SmartSuite, working directly with customers to implement and customize SmartSuite solutions. Emma ensures each customer’s workflows, reporting, and automations are efficient and effective. Emma offers live consulting sessions to answer questions, discuss best practices, and assist with complex implementations. She has consulted hundreds of customers, helping them create successful no-code implementations and watching their businesses thrive with SmartSuite.

All articles by Emma Montgomery (-)

What's New in SmartSuite: September 2024
What's New

What's New in SmartSuite: September 2024

The anticipated release of Next Generation Dashboards is here! These new Dashboard features empower you to go beyond traditional dashboard displays, allowing for the creation of visually stunning, interactive portals and personalized workflows.

15 minutes

Emma Montgomery

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Guide to SmartSuite Whiteboards with 10 Use Case Examples
Use Cases

Guide to SmartSuite Whiteboards with 10 Use Case Examples

In the dynamic world of project management, digital whiteboards have become an indispensable tool for teams seeking to visualize ideas, streamline workflows, and collaborate seamlessly. In this guide, we’ll take you through the essentials of SmartSuite Whiteboards and explore 10 practical use cases across various industries to demonstrate how you can leverage this feature to enhance your workflows.

10 minutes

Emma Montgomery

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How to Automate Document Creation Based on Record Data
SmartTips

How to Automate Document Creation Based on Record Data

Join Jeff as he shows how to automate document creation with SmartSuite! Learn how to generate dynamic PDFs effortlessly

7 minutes

Emma Montgomery

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How to Use a Pivot Table In a Dashboard View
SmartTips

How to Use a Pivot Table In a Dashboard View

Discover how to use a pivot table in a dashboard view with our detailed walk-through. Jeff Gonzalez breaks down tables, configurations, and settings. Don't miss out—join in and comment below!

7 minutes

Emma Montgomery

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What's New in SmartSuite: July 2024
What's New

What's New in SmartSuite: July 2024

Discover the latest enhancements and features in SmartSuite's What's New July Edition! Two Factor Authentication, Shared Dashboards, Automation updates, and more!

15 minutes

Emma Montgomery

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Top 5 Workflow Improvement Ideas to Boost Productivity
Productivity

Top 5 Workflow Improvement Ideas to Boost Productivity

In today's fast-paced work environment, finding ways to streamline workflows and boost productivity is more important than ever. Whether you're a seasoned pro or just starting out, here are five practical workflow improvement ideas to help you take control of your workload and achieve your goals. Let's dive in!

7 minutes

Emma Montgomery

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What's New in SmartSuite: April 2024
What's New

What's New in SmartSuite: April 2024

Discover the latest enhancements and features in SmartSuite's What's New April Edition! From conditional record sections to dynamic Slack channels, optimize your workflow with these cutting-edge advancements. Stay ahead of the curve and elevate your experience today. Read more on our blog

10 minutes

Emma Montgomery

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What's New in SmartSuite: March 2024
What's New

What's New in SmartSuite: March 2024

Explore our latest product updates including merge record automation action, view descriptions, record cover image, new formula functions for related records, time tracking as a nested field in formulas, and more!

15 minutes

Emma Montgomery

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5 Ways to Greatly Improve Workflow Efficiency
Project Management

5 Ways to Greatly Improve Workflow Efficiency

Discover actionable strategies to enhance workflow efficiency in your organization, from streamlining communication to leveraging the power of SmartSuite. Learn more!

8 minutes

Emma Montgomery

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Featured Writers

Peter Novosel

Peter Novosel

Co-Founder & Head of Product
Nate Montgomery

Nate Montgomery

Solutions Engineer
Artem Kunytsia

Artem Kunytsia

Product Manager

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