I’m using the “Time Off Request” template and modifying it. A non-Monday.com user completes the web-form for their leave request and includes their email. I created an automation to send the requestor an email when it is approved.
The problem is the automation uses one outlook account to send the acceptance email from. So all approval emails will come from that one email account. I’d like the email to be sent from the approver’s email. Is there a way to do that?
If I am understanding correctly, you’d like to connect a different Outlook account to send emails for those approved requests - is this correct?
If so, you should have the option to connect a different Outlook account by selecting the Outlook symbol when creating the recipe:
Let me know if this helps!
There are multiple approvers possible but, I don’t see a way to change the email of the automation to the approver. I ended up creating a “email@example.com” so I could attach that account to the automations. That way it’s not coming to my email because I set up the automation. And these “approval” emails shouldn’t require any extra communication from the automated email response. I added a do not reply to this email on the automations as well.
Ah apologies for my confusion here! I am glad you were able to sort this on your end, but feel free to reach out to me via direct message if you’re still needing an extra hand in changing the email of the automation- you’re welcome to send additional screenshots too as I might need a visual to better understand the roadblock
The noreply email is definitely a workaround for now.
The ideal solution would be a way for the automation to be sent from the approver’s email.
When employee A submits a leave request and approver A approves the leave, the email automation comes from approver A’s email.
When employee B gets approved by approver B the email automation comes from approver B’s email.
Not sure if that makes sense or is even possible.
Thanks for sharing this information.
I am interested in you could slightly adjust the automation to get this working as you’d like. You still will need to manually connect each email, however once it is set up it should work seamlessly.
In order to have the email send from the specific approvers email, you’d need to include a condition/column to indicate which approver is assigned to which leave request - for example including a people column and assigning each approver within the column. Once you’ve set this up, you can then adjust the automation recipe like so:
In this example, you’d connect Sarahs Outlook account so that the email would send from her email. You’d set this up for each approver that is responsible for approving leave requests.
Does this make sense? Let me know!
Would I have to log into their email profile from my Monday login? I know others are logged into their email with Monday, but I only see my email and the new NoReply email as options.
If those users have permission to create automations/integrations they should be able to connect their own Outlook accounts themselves. Alternatively you can connect their Outlook accounts although would need access to their credentials etc. Does this make sense?
That makes sense, but they don’t have automation rights. I think the noreply email is working ok for now. If later on it isn’t working, we can look at this option again. Thanks for all the help!
Ah, makes sense! I am glad you have been able to set a solution up for the meantime. Let me know if you need a hand with anything else