I have a deal pipeline that I’d like to make, in which a deal is negotiated by my sales team and recorded CRM. Ideally I’d like it to be that when its status changes to “done” then a new board is created for my “delivery team”, in work management which provides them
a) a filled out template document with key information (date, location, number of participants etc) that they can download/receive in their email
b) a board with the relevant information populated into a table .
I tried to make this automation and I learned that monday.com doesn’t currently support an automation that creates an entirely new group** on another board directly when a status changes — it can only create new items in an existing group.
What would you suggest as a workaround for this (slightly surprising) limitation?