Hey, I am looking for a way to send a full overview of a specific board through email. When I used Jira, they had these apps called Better PDF Exporter and Better PDF Automation. Part of the reason why I switched to Monday is because the interface was too difficult to work with, but essentially, I need to be able to automatically export a PDF at a certain time every day (which I can do with BoardPrint to PDF) and then create an automation that sends that PDF out in email every day at a specific time. Is this possible? What apps should I use to make this happen?
Hi @marciere
You can use the app DocExport PDF Generator to create a PDF in your own design including information from your board including mirror and connect columns. If you combine it with our automation “Every time periode create board report”, you can completely automate the process.
You can even create a Custom Email Template and include information from your board in the email as well - PDF as attached.
If you send us a screenshot of your board structure, we can send you more detailed instructions: support@docexport.com
Here’s a quick video tutorial of how to set DocExport up. It’s for the use case ‘Event Ticket’, but it’s a similar use case with the same logic:
