I created an automation in Monday.com that sends an email to my client when I change the status to “Done.” Yesterday, after I change the status to “Done,” the automation sent an email with a PDF attachment for my client to review. However, instead of the PDF being attached to the email, it turned into a link.
The problem is that my client cannot open or download the PDF from the link because they do not have a Monday.com account.
Is there a way to ensure my client can access the PDF without needing a Monday.com account?
@Jit02 we often share boards with our clients as “View Only” and lock down any internal only / sensitive information. Its free to add guests / viewers to the boards. Check out this option to "Sharing views publicly " its a great way for them to see the information. Would you want to consider giving them limited access to see it directly from the board?
You could look to a more technical solution Utilize Third-Party Automation Tools:
If you prefer to send the PDF as an actual attachment rather than a link, you can use automation tools like Zapier or Make to facilitate this process. Here’s a general approach:
Zapier:
Set up a Zap that triggers when the status changes to “Done” in monday.com.
Add an action to retrieve the file from monday.com.
Add another action to send an email via your preferred email service (e.g., Gmail or Outlook), attaching the retrieved file.
Make:
Create a scenario that watches for status changes in monday.com.
Add a module to download the file from monday.com.
Add a module to send an email with the downloaded file as an attachment.
These tools can automate the process of sending emails with actual file attachments, ensuring your client receives the PDF directly.
By implementing one of these approaches, you can ensure that your client can access the PDF without needing a monday.com account.
Instead of sending Monday.com file links that require a login, The PDF Maker allows you to generate PDFs and email them directly as file attachments to your clients — no login required. You can set up an automation so that when the status changes (e.g., to “Done”), it triggers the PDF generation and sends it out as a standard attachment.
This ensures that your client receives the PDF directly in their inbox without needing a Monday.com account.
Every new response triggers PDF generation automatically.
I noticed a common question about sending PDF documents to clients via Monday.com. As @Clarey explains it Perfectly, using a third-party automation tool like Zapier can help with this.
To add value, sometimes you’ll need a supporting app—like Google Drive—to host your document. Just upload the PDF to Drive, get the shareable link, and be sure to set it as a “public URL” so it’s accessible and downloadable.
