We have automations that send emails when a new lead comes in, a rep is assigned a lead, and several other triggers.
When the email automation runs, it automatically publishes an update for each email it sends which muddies the updates, making them hard to navigate.
Has anyone found solutions to this?
I changed to using ‘notify’ instead of ‘email’ which cleans that up. If you use ‘notify’ and they have their notification settings turned on, they’ll still get an email.
Desiree - www.thecleverclovers.com
Desiree,
Thanks for the advice! I think I found another workaround as well which was setting up the notification automation outside of Monday - this can be done in Make or Zapier.
Appreciate the reply!
-Sam - golfvx.com
@sam.golfvx Another possible workaround in monday.com — if you’re on a Pro or Enterprise plan — is to use automations or workflows to send emails. This method doesn’t log the email records in the item’s update section.
Thank you for the feedback, Yogesh!