Hello - is there a way to automate sending an update via custom automations? Our use case is we have a google group email address that we want to receive all of our updates made on a specific board. I tried to create a custom automation, but I don’t see “update” as one of the available “auto populate fields from board items:”
I also tried to use “share update” email feature directly on the item’s update but it seems like it won’t send to emails not associated with the board? Any help is greatly appreciated!
I am checking with the team internally on whether we plan to support updates in custom automations / if there’s specific recipes that are supported? I will circle back as soon as I have a response
While Bianca confirms whether Monday automations support this, you can use Zapier to create a custom automation and push updates wherever you like.
Zapier is a third party website that allows you to connect different apps together.
There is a trigger available, whenever there is an update in a board, and then you can route that data to an email, summarize it using chatgpt, or whatever you’d like to do with it.
In case you need any help setting it up let me know here and I’ll be happy to assist.
Thank you for being so patient with me and I apologise it’s taken so long to update you
At this stage, we don’t have concrete plans to include this in our future roadmap - I apologise for the inconvenience here! I will be sure to update you if anything changes. Thanks for your understanding in advance!
Hello @erusso ,
The Board Email Reports got you back with this case.
It’s the unique app that provides reports on item updates. The types of reports:
On a board/project level:
New and updated tasks
Status updates
Budget, Costs, Revenue changes
Timeline and deadline overdue
Time Tracking changes
On an item/task level:
Updates by a specific employee
Updates mentioning a specific employee
Updates containing attachments
Status updates
Last updates
The app consolidates item updates over a specific period and automatically delivers them via email with a roundup of changes and detailed xls-report as an attachment. This is how it looks:
The best part is that you don’t need to add users as guests to your monday account, just add their emails into the automation rule.
You can test the app and check if it works for you. I hope you’ll find it helpful.
