Help to create new client workflow - Glasgow/Scotland/UK

Hi there,

We are using multiple boards to track marketing campaigns for a client including data like media type booked, cost of advertisement and invoice date.

The client is billed for multiple campaigns each week, therefore we need to create a master view of all items, across multiple boards to filter up to a weekly board view. For example Ad X Costs £200 on Board 1 and Ad Y costs £300 on Board 2. The master board should show a total spend of £500 for that period.

I am unsure if this needs an integration, but we would ideally like someone to help us set this up soon.


Business Type: Marketing Agency
Location: UK
Timeline: ASAP

Hi @stephlindsay82 - and welcome to the community! You have certainly come to the right place as there are numerous fantastic resources here to assist.

We have developed many master board solutions in the past. Basically, what we can do is reverse the usual approach. In summary, the Master board will feed the child boards. We can then roll all the Master board details up into Overview boards which summarize the data any way you want to visualize it (+ dashboards, etc).

It’s best for us to connect for a complementary 1hr session to discuss this in a little more detail to ensure we fully understand your needs and can tailor the perfect solution.

Feel free to send me a message at and check us out online to see what we do!

Thank you and looking forward to speaking with you more.

Hi @mark.anley thank you, I’ll email you now! Cheers!

1 Like

Sounds great! Talk soon!

Hi @stephlindsay82

Welcome to the community! My team and I have previously set up something similar for our clients. I offer a complimentary 1-hour initial meeting to review your current set up, and I can show you options going forward. You can book a session through this link.

I’ve specialised in for three years now and love the software! I also have a background in management and projects, allowing me to streamline my clients’ processes with ease! On my team, I also have another Monday specialist, project manager and a developer/Zapier expert, so you will never have to wait for answers.

I look forward to hearing from you.

Kick Consulting

Hi Stephanie,
If you are still looking out for some help, I would be interested as what you are needing done is well within my area of expertise.
You can reach me on
Best Wishes and Have a great day,