Adding automated enail to email & activities

Platform discussions
, ,
1

I would like to send an automated email every time a culumn change. But - I want this email to be shown in the specific email & activities section of this item as well as all the corresponence about this email. Right now when creating a new email automation for this address is show the email in the “Updates section” and I want to show it in the email & activities section.

1 Like
2

Hi @idoputer ,

  • Currently, Monday.com automations often default to logging emails in the “Updates” section. To have the email logged in the “Email & Activities” section, you’ll need to link the email integration.
  1. Open the Email & Activities section in your item.
  2. Click on Connect Email and follow the prompts to integrate your email account.
  3. Ensure your automated email uses the same email address linked to this integration.

Zaki
Business Workflow Consultant
Ready Logic

3

Here’s a more humanized and approachable response:

Answer:
Hi Ido,

I totally get where you’re coming from. It’s super helpful to have everything related to an email in the “Email & Activities” section for better tracking.

Right now, automated emails created through Monday.com automations usually show up in the “Updates” section, and unfortunately, there isn’t a built-in way to automatically move them to the “Email & Activities” section.

One thing you could try is using the “Email & Activities” app with Gmail or Outlook integrations. Emails sent through these integrations can be linked to the “Email & Activities” section. You’d just need to manually connect the email to the item after it’s sent to make sure everything stays in one place.

I know it’s not fully automated yet, but it might help bridge the gap until Monday.com adds more options.

4

Hi @idoputer, an automated email should show in the emails and activities section as long as two criteria are met

  1. the email that is being used to create and send the automated email must be connected in the emails & activities app

  2. The person’s email who you’re sending the email to should be in a column on the board of the item triggering the email.

Let me know if you have any questions

5

To have the automated email show up in the “Email & Activities” section instead of the “Updates” section, you may need to adjust how you’re triggering the automation or where the email is being logged.

In many CRM systems (like HubSpot), emails sent via workflows or automations are typically logged in the “Updates” section by default. To have them logged in the “Email & Activities” section, ensure the email is being sent as part of the Contact Record Activity or related directly to the communication history.

You might need to check if the email is set as a conversation or a custom activity, which could affect where it’s stored. Also, verify that your CRM allows automatic logging of emails in the “Email & Activities” section based on the trigger you’re using.

6

Thanks. It sounds like you right and that is the closest solution we have for fully automate process.

בתאריך יום ג׳, 14 בינו׳ 2025, 21:45, מאת Gary_ProBackup via monday Community Forum ‏<notifications@monday.discoursemail.com>: