Hey, monday.com champions!
We all know that the more you share your progress with stakeholders, the more invested they become in your project’s success. Think of your project as a small flame—each update you share with investors adds fuel to the fire, helping it grow into something unstoppable🔥!
But let’s be real: not all stakeholders, especially investors, are monday.com power users. Sending them a board link? It might leave them scratching their heads. They’re asking the big picture questions:
- What tasks were completed and drove progress forward?
- How have budgets and costs shifted?
- What tasks are overdue?
Sure, you could dig through the activity log, but that’s a time sink.
And then you face:
And that’s when even more questions come up:
- How do you present that data clearly and concisely?
- How do you share it efficiently?
This is where Board Email Reports📨 has your back!
We created a simple way to keep stakeholders in the loop about project progress. Here’s how it works:
✅ Automated Aggregation – The app pulls together key project changes over any time period you choose and delivers them as xls-reports right into inboxes.
👀 Stakeholder-Friendly – Investors and clients don’t need a monday.com login to understand the project’s progress.
📅 Scheduled Reporting – Get reports on crucial project updates delivered straight to stakeholders’ inboxes as often as needed.
📤 Flexible Sharing – Send reports to anyone directly from an automation rule—no need to add them as guest users.
