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

Feature requests
,
1

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.

2

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

3 Likes
3

Hi there we have a very similar request. We operate in Business Development and use Monday.com as a CRM/Sales Pipeline tool whereby we deal with customers who need to be sent proposals, letters, etc. Is there a way in Monday.com currently (or am I totally missing it) that could allow a workflow or a button to be clicked and certain client details from within a board item such name and address etc, could be automatically merged into a Word document? We currently do it the old fashioned way then have to save it in word and make a PDF on our PC’s then we have to upload docs into Monday and it is very time consuming. Any Apps or plug ins that I a missing? I searched the web and saw something called Integromat but it looks like a whole other platform?

Ricardo

1 Like
4

Answer was posted here: https://community.monday.com/t/ms-word-templates-from-board-fields/18062/3

Spoiler alert, it’s DocuGen to the rescue!

1 Like