Automate Export View to PDF + automatically send it as an email

Hi all

I’m using Monday for a lot of boards, and every month I need to update a lot of stakeholders on different montly data.

I averagely export 16-20 views → PDF → download → put on mail myself.

Is there any way to automatically export & mail a pdf view of an entire tab?
Tabs contains multiple widgets, mostly graphs.

3 Likes

you can try our app, it has board export and send on email directly feature - https://monday.com/marketplace/listing/10000567/docgenerator---pdf-export-automations.
let us know if any feature missing we will be able to add quickly

It sounds like you’re looking for a way to streamline your workflow with Monday. One option you can consider is automating the export process through integrations or using a third-party tool like DocGenerator, which can export boards to PDFs and automatically send them via email. Another approach could be using Monday’s native automation features, if they fit your use case, to set up a process where it sends reports periodically.

Hi Jasper,

I hate promoting without a solution so if my app ActionLink solves your problem shoot me a DM and I’ll give you 1 year of free access.

With actionlink you can share boards, items or subitems in many different ways with a client as a portal. So the client gets a link, clicks on it and can see a live report of how everything is going. Feel free to DM me if you want a demo.

I would love to sit down with you and your team to develop features on top of what already exists to nail down your requirements.

@JasperDemeurie

can you please give us some screenshots of the kind of views you are talking about?

Hello Jasper,

Check out the newly released DocCreate app — the only app in the marketplace that generates PDF documents from your board data, including all column types. Most importantly for your use case, images can be automatically embedded into the final PDF and emailed directly to your client list.

Interested in integrating it into your workflow? Visit the DocCreate FAQ page to learn more.

Or contact us and we schedule a free consultation to assist you in this process.
We offer free support to help you get the most out of DocCreate. :e_mail: Email us at support@doccreate.io or :telephone_receiver: Schedule a call using the calendar link on our DocCreate Contact Us page—we’d love to connect! https://doccreate.io/contact/

:sparkles: Build faster, smarter, and with less effort using DocCreate.

From proposals and reports to contracts and evaluations, DocCreate brings clarity and automation to every step.

1 Like

++1 vote for this without needing a 3rd party app/integration

2 Likes

Monday actually implemented this, but with a very low maximum of PDF exports.
For our version it’s 5 scheduled PDF exports. Which is way too little for me & upgrading specifically for this is kinda stupid.

A halfbaked solution, sadly.