Hello, I work for a construction company and we are using Monday.com boards to manage progress on our job sites with each item in a board representing a job site. Right now we have our workers fill out a form template at the end of each workday to send to the client and update them on progress and any issues. We do currently have workers fill out the form from a template using Jobber, but we would like to migrate that capability into Monday.com to use a single platform.
Does anyone know of a way to easily fill out and email forms in Monday.com using a form template? Thanks!
I can think of a couple of workflow variations to set that up for you - I would love to connect and discuss further to run my ideas past you with your requirements in mind - lets check it out together.
I’m available to chat when you’re free and looking forward to connecting.
Reach me any way you like!
The solution can be achieved in Monday.com by utilizing a document generation plugin, in conjunction with Monday forms and the Email & Activities feature. To provide a more tailored workaround, I would need additional details about the existing form template and the structure of your board.
Let me know!