Hello there!
We have created an content asset creation board. Every week, assets get completed by various people.
I am trying to set an email to be sent every Monday morning showing a specific board view of all the assets that have been completed the previous week.
I can easily do it in AirTable but seem to be restricted in Monday. The goal is to have it in an email. No need to open Monday.
Anyone has a clue how I could achieve this?
Thank you!
MAC
@ReturnOfTheMac@Chenry if an add-on is an option, I suggest to take a look at the Analytics & Reports by Screenful. You can create reports and schedule them to be sent daily/weekly/monthly to the selected recipients. Here’s an example report:
Hello Sami,
this looks great indeed, I’d have to try it.
To me it’s something that should be available out of the box in Monday without the need for another monthly fee.
Thank you for the recommendation. I’ll try it out and see if I can use it as we expect.
MAC
We developed an app called Board Report Automations that provides reporting capabilities which are based on actual reports (static docs) and not dashboards. It allows to solve this exact case. Here’s an example →
@ReturnOfTheMac , did you ever find a solution to this? We are running into the same issue. We have a dashboard that we would like to have emailed to our clients automatically and have not found a work around yet.
What about sending an automated PDF report every day/week, etc.?
With our app PDF Report Generator, you can create PDF reports and send them via email.
You can use the report builder to create your own layout for the PDF, or if you need more flexibility, create a docx template. The app uses Word templates with placeholders. So you can specify which columns you want to export and create your own design. You can also use tables inside the Word template to reproduce the look of monday or create your own version. https://www.pdfreportgenerator.com/help/template/
As a starting point, you can also use one of the pre-made templates from our Template Gallery.
Thanks for this, I will look into it. Can this be used for a dashboard page as well or only individual boards? The Monday automation generates an email with a link to the dashboard, but some of the boards that the dashboard pulls from is not able to be fully visible to the clients due to sensitive information. So when they click on the link it says they cannot view their dashboard.