Hi everyone, I’m trying to implement a matching solution in monday.comonly — no external integrations allowed (no Make/Integromat, Zapier, API scripts, custom apps, or any third-party tools).
I have two boards:
Board A (requests) — each item has:
Min (number)
Max (number)
additional fields that must match Board B (e.g., Type / Region / Category / Status and possibly more)
Board B (options) — each item also has:
Min (number)
Max (number)
the same matching fields (Type / Region / Category / etc.)
What I need
For a given item in Board A, I need to find the items in Board B that match based on multiple criteria, including:
Range overlap (dynamic ranges, can be large — up to millions):
Match when:
B.Min <= A.Maxand
B.Max >= A.Min
Additional exact matches (examples):
B.Type = A.Type
B.Region = A.Region
etc.
What I do NOT want / constraints
I do not want to connect Board A to all items in Board B first and then filter/validate.
Ranges are dynamic (not fixed buckets/tags).
Again: NO external integrations.
Question
Is there a way to do this insidemonday.comonly (including the new Workflows and/or AI blocks if needed), so that for an item on Board A I can get the list of matching items on Board B (or otherwise identify them)?
If yes, I’d appreciate the exact workflow/action/feature name and an example of how to configure the conditions.
You’d need to create multiple Connect Boards columns - one for each field you want to match (Type, Region, Category, Status, etc.).
On either board, create this automation: “When column changes, connect the item where this column matches another column in another board by this logic.”
Use a status (or similar) column as the trigger.
Configure one automation per matching Connect column/field (Type ↔ Type, Region ↔ Region, etc.).
When triggered, each automation connects Board A items to Board B items that match on that specific field.
Then:
Add a Formula column to check whether the item is connected across all required Connect Boards columns.
If all connections exist → Matching
If any are missing → Not matching
This stays fully native but does require maintaining multiple connect columns and automations.
Option 2: Single Connect Board + Mirror + Formula
Another setup that I think could also work is:
Create one Connect Boards column between Board A and Board B.
Mirror all required fields from Board B (Min, Max, Type, Region, Category, etc.).
Use the same Connect Boards automation above to establish the connection.
Create a Formula column to:
Compare mirrored fields with the local fields
Apply the range logic (B.Min ≤ A.Max and B.Max ≥ A.Min)
Output Matching / Not matching
Note: There’s also another version of this automation available if you want this logic to run only for newly created items (instead of existing ones), using the “When an item is created…” trigger rather than a column-change trigger.
Hello @TheKribus unfortunately no. monday.com doesn’t currently support true cross-board matching based on dynamic numeric ranges and multiple conditions without first connecting items.
Why
Automations and Workflows only evaluate the item that triggers them. They can’t scan another board, compare Min and Max values across many items, and return a list of matches.
Closest native workaround
You can get partial visibility using Connect Boards and Mirror columns with filtered views.
How
Connect Board A to Board B
Mirror A.Min, A.Max, Type, Region, etc. into Board B
Create a filtered view on Board B with conditions like
Min is less than or equal to mirrored A.Max
Max is greater than or equal to mirrored A.Min
Type equals mirrored Type
Region equals mirrored Region
Limits
You still have to connect items first
No automatic discovery of matching items
AI blocks can summarize matches but can’t perform the matching logic
Bottom line
If you need automatic multi-criteria range matching with no pre-linking, monday.com alone can’t do this today. The filtered-view approach is the closest native option.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
