Hi Taylor, Tim here from Mint Consulting! Can I ask how you’re storing the policies in monday.com (via link maybe, or are you directly uploading the file into the item?) It would be better to do it via link, as you can hit the storage limitation in monday pretty quickly over time. Also, if it’s via link, then we can ask you to check whether Master Data, an app we developed, can be used for your use case.
So what our app does is it syncs the item and its values on one board to a Master Board. Say you have all of these different volunteer boards, we can have the items/policies added there be synced into one Master Board. The way we would do it is create a volunteer template board with the corresponding app automation recipes installed on it so everytime a new volunteer comes in, you just duplicate said template board.
I understand cost is also an issue with apps that deliver similar functionality, and I think that’s where our app also excels. It starts at only 10$ per month and that applies to all of your account already! Try it for free here
We’re happy to jump with you a call about the app here, or anything monday.com in general. We also do custom-built integrations with Make.com, in case you have a more specific use case.