How to extract blocks of text from MondayDoc to fill a Long text column?

Platform discussions
, ,
1

Hello,
We use a MondayDoc template for a meeting - which is had pre-project to inform/plan with external associates. That MondayDoc has subtitles - Project Overview (text), Roles and Responsibilites (which is a table format), Timeline (text), etc etc.

I want to be able to extract the block of text from Project Overview, the text from within Roles and Responsibilities (which is specific to the particular person), and the Timeline. I want the extracted data to sit within Text columns on the same board (or could be another board..not fussy!) which then, using an app I can build a letter of agreement with a specific associate that can then be emailed to them.

The app (David Simpson App, MS365) works fine, and I can get the developer to help me with anything I need, but extracting from the MondayDoc seems near impossible. Extracting address, name etc for a word doc template is fine and already done, but the block text is what matters…

Any help would be appreciated.

Thanks

2

Hi there,

Thanks for the detailed explanation—this is a great use case, and I totally get where you’re coming from. Extracting structured block text from a MondayDoc into board columns can be a bit tricky, since MondayDocs aren’t natively integrated into boards in a way that allows direct automation or data extraction (like you can with Item columns).

That said, here are a two workarounds and options you could consider:

:hammer_and_wrench: Option 1: Use the Monday API

If you’re comfortable (or your developer is), you can use the Monday.com API to retrieve content from a MondayDoc—but only if it’s linked to an item. Here’s how it might work:

  1. Link the MondayDoc to a board item.
  2. Use the API to query the doc block tied to that item.
  3. Parse the returned content (which comes in a structured JSON format) to extract:
  • The Project Overview text block
  • The Roles and Responsibilities table (filtering for just that associate)
  • The Timeline section
  1. Push the parsed text into the relevant Text columns in your board or a new board.

Your dev could write a script that runs when you tag or update the item, triggering the extraction and transfer.

:puzzle_piece: Option 2: Convert the MondayDoc to a board format

Another idea—if you’re okay with changing workflows a bit—is to stop using MondayDoc for this step and instead use a structured board or form where:

  • Each associate fills in a form or item with the Project Overview, Roles, and Timeline (or you do it manually).
  • That way, all the data already lives in item columns (Text, Long Text, etc.).
  • Your app can then generate a Letter of Agreement from those fields directly.

It’s less elegant, but often much easier to automate and maintain.