Is there a way to create a mail with content based on missing columns

Platform discussions monday CRM
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1

Hello,

I have a Monday CRM which recieves filled in forms from a linked website.
But sometimes crucial information is missing from those forms.

Is there a way where I can generate 1 template the gets filled in based on the missing columns?

For example:

Thanks for filling in our form!
To create an accurate picture of your needs, I need a bit more information:

{if x is missing} I need some more information about X
{if y is missing} When looking at y, I require some more details
{if z is missing} Can I get some extra input on z?

With this extra input I can make an accurate offer.

Kind regards,
Pausie

Since there are up to 6 different things that can differ, i don’t fance creating 32 different mail templates and automations :grimacing:

Thanks in advance for your help!

2

Great question — and you’re absolutely right not to want to create 32 different templates! While monday.com doesn’t natively support conditional logic in email templates, you can achieve this using custom automations + integrations. Here’s a streamlined approach:

:white_check_mark: Option 1: Use Make (formerly Integromat) or Zapier

These platforms let you:

  • Check which fields are empty in a monday.com item.
  • Dynamically build a message based on missing fields.
  • Send a personalized email using Gmail, Outlook, or another service.

You can create a single template like:

Thanks for filling in our form!

To create an accurate picture of your needs, I need a bit more information:

{{missing_fields}}

With this extra input I can make an accurate offer.

Kind regards,  
Pausie

Then dynamically fill {{missing_fields}} with logic like:

  • If X is empty → add “I need some more information about X”
  • If Y is empty → add “When looking at Y, I require some more details”
  • etc.

:white_check_mark: Option 2: Use a Formula Column + Email Integration

A more basic workaround:

  • Create a Formula column that checks for missing fields and builds a message.
  • Use an automation to send that formula content via email.

Example formula:
"Thanks for filling in our form! " &

IF({X}=“”, "I need some more information about X. ", “”) &

IF({Y}=“”, "When looking at Y, I require some more details. ", “”) &

IF({Z}=“”, "Can I get some extra input on Z? ", “”) &

“With this extra input I can make an accurate offer. Kind regards, Pausie”

Let me know if you would you like help setting up one of these options

3

Hi Clare,
Thanks for your answer!

I’m currently already using Zapier, so that might be the way to go.
Hadn’t thought about the options to mail through Zapier so I’ll investagate that option.

I’ll contact you if I can’t find a solution myself through Zapier.

Thanks for your help and ideas!

4

No problem! Hope it works for you!