We would love to be able to set up an automation where when an email is sent and received where the subject is matched by a specific column then this email is picked up and pulled into the “emails and activities” on the deal on the board.
Hey Jasmine!
Charlotte here for the monday team! Happy to help out with this!
My apologies if I am misunderstanding what you’re looking to set up but have you taken a look at the following type of automation recipe?
Ignore the Oreos Factory example! The idea here is you can choose “subject”, “subject or body”, “recipient”, “sender”, etc and then input what words will trigger this automation.
Let me know what you think about this! If it’s not quite what you need, could you provide some more context or an example about the ultimate process you’re trying to set up here so we can provide