Daily dashboard and metric reminders to users and guests

[FWMortgages (Ben Giesen)]

Hi Team,

I would like to have a feature where users and guests can get sent a daily notification regarding different metrics and reminders to users and guests across multiple boards.

For example, to be able to send a daily task reminder that stipulates how many tasks are outstanding.

Would this be possible to incorporate?

[sl1nna (Sami Linnanvuo)]

@FWMortgages if an integration is an option, I suggest taking a look at the Analytics & Reports by Screenful. It provides a drag & drop tool for creating reports and you can schedule them to be sent to the selected recipients daily/weekly/monthly. Here’s an example report:

It can contain charts and lists of tasks, and you can add your own commentary as well.

You can learn more about this add-on, or start a free trial to give it a try with your own data.

[Iryna_Belaya]

Hello @FWMortgages ,
If you’re open to the app, Board Email Reports seems like work for your case!
On a board/project level:

1. New and updated tasks
2. Status updates
3. Budget, Costs, Revenue changes
   4**. Timeline and deadline overdue**
4. Time Tracking changes

On an item/task level:

1. Updates by a specific employee
2. Updates mentioning a specific employee
3. Updates containing attachments
4. Status updates
5. Last updates

• You can schedule reports to be sent at set intervals, so you always compare of what the board looked like at different points in time.
• The reports come in xls-format, making it easy to compare changes and reuse data.
• You get to choose which columns to track, so you’re only keeping the data that matters.
• And the best part? You don’t have to invite users as guests as guests to your monday.com board—just enter their email in the automation, and they’ll get the reports.

Here’s how it works.

1. You set up the following automation rule:

The email will include a detailed Excel attachment with all the relevant data, so you don’t have to open monday.com:

You can install the app and test whether it works for you.