Hello Monday Community,
I’m working on a monday.com implementation with the following requirements, and I’m trying to determine whether they can be achieved using native monday.com automations or the monday API, without using third-party tools (Make.com, Zapier, n8n, etc.).
Requirement:
Automatically add newly created project boards to the Portfolio board. The boards are created via an automation from a template folder without needing to manually rename them.
Secondly I would like all boards in the template folder to be renamed to the project name. Currently the automation only allows renaming of the parent folder.
Question:
Is there a supported way—either via monday.com’s built-in automation features or the monday API—to automatically rename each new board (or otherwise uniquely identify it). After the rename, the first board (Project tasklist) should be added to the portfolio board without manual intervention?
Any guidance or best practices would be appreciated.