Advice for deals pipeline

Platform discussions
1

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?

2

Great question — and you’re absolutely right about the limitation. Monday.com currently doesn’t support creating an entirely new group on another board via automation. But there are workarounds to get your desired workflow up and running smoothly. Here’s a good approach:

:white_check_mark: Recommended Workaround Using a “Template Board” + Integration:

Step 1: Create a “Template Delivery Board”

  • Set up a board that your delivery team will use for every new deal.
  • Include the table structure, fields, and sections (columns) your team will need.
  • Optional: Add a group like “New Projects” or “Incoming” — this will be the landing place for new items via automation.

Step 2: Use Automation to Create an Item in the Delivery Board

  • Use the built-in automation:

“When status changes to Done, create an item in Board X and link them.”

  • Map the key fields (date, location, number of participants, etc.) from the CRM board to corresponding columns in the Delivery board.

Step 3: Use Monday Docs or Files Column for the Template Document

  • Attach a template document (e.g., a Monday Doc or uploaded Word/Google Doc) in a Files column.
  • Create an automation or manual process where a customized version of the doc is generated. For example:
    • Use an external tool like DocuGen, Formstack Documents, or Integromat/Make.com to pull info from the CRM item and auto-generate a document.
    • Email the generated document to the delivery team or attach it to the new item.

Step 4 (Optional): Trigger Email with Attached Info

  • Use a second automation:

“When item is created in [Delivery Board], send email to [Delivery Team]”

  • In the email body, include the summary details from the CRM board and/or a link to the filled doc or item.

:light_bulb: Why this works well:

  • Avoids the limitation of creating new groups.
  • Keeps things scalable — all new deals feed into a central delivery board.
  • The delivery team starts every project with pre-filled data and attached resources.
  • You can still filter/group/sort on that delivery board by deal, region, date, etc.

Hope that gives you ideas to try! if it helps leave a like or reach out for more support :slight_smile: