Copy text data from a column into a word/text document and save it with attachements

Platform discussions Special workflows & use cases
, , ,
1

Good afternoon all - my first posting.
Can anyone give me a steer on this, I am just setting up our board in a Production environment. I have a form that “Marketeers” use to submit briefs, and auto populates into the board. One of those fields is a “Brief” box where they input instructions and notes. This fills in a “Brief” column on the board. Is there a way to copy that text and create a new TXT/Word/PDF file, save it with the attachments to be archived in our job folders on our server when we work on it? It would make it much easier for the team to work - at present they are copy/pasting the text into a Word Doc and saving that - all a bit clunky when the app is supposed to automate and make our lives easier… I’m not a total idiot when it comes to programming - but neither am I an expert, so any pointers would be fantastic. TIA Clive

2

Hi Clive, this is MK from Mindflows. Yes, you can automate this in Monday.com using tools like Make or Zapier.

Here’s how:

  1. Trigger: Set it to run when a new item or update happens on your board.
  2. Action: Use the “Brief” column text to create a TXT, Word, or PDF file.
  3. Action: Save that file (plus any attachments) to your job folder—either on cloud storage (e.g. OneDrive, Dropbox) or a network drive (via Power Automate or a small custom script).

If you want to keep it no-code, Make integrates really well with Monday.com and can handle file creation and storage.

1 Like