How could I mail merge and integrate Monday.com so I could send physical template letters to customers

Hi there, using Monday.com in the UK for our small start-up B2C company. Whilst we live in a world which largely revolves and focuses on Social Media and PPC and online form submissions etc. We operate in a field whereby we deal with elderly customers who really do prefer to receive a good old fashioned letter. Is there a way in Monday.com currently (or am I totally missing it) that could allow a button to be clicked and certain client details should as name and address etc, could be automatically merged into a Word document for example so that we can use Monday.com as a total package and track customers but also liaise with them through our preferred means, which is most definately, writing letters.

Hi @UKMS,

At this stage, this is not possible within monday.com.

However, with the release of monday.com Apps, this is definitely possible to build in the future!

We have had a few requests similar to this from our customers, and we are looking to build this in the future. In the initial phase, it would most likely be using a tool like Google Docs. Would this suit your use case? You can quite easily export a Google Doc to a Microsoft Word document.

I would love to have a quick chat about this use case with you -> https://hello.jtscloud.com/meetings/mitchellhudson/mondaycom-apps-exploration

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