In the Contact → Overview screen, emails are logged. My problem is that Monday.com seems to be sniffing out any loose relationships between a given contact and heaps of other irrelevant emails, through subtle connections it detects through the way our boards are connected.
This leads to a lot of unhelpful noise in the logged emails, to the point where the logged emails appear basically random and useless.
My question is - Is there a way to limit email logging to simple to/from a given contact? Just every time an email is sent between a Monday.com Contact’s recorded email address, and any integrated email address of our Monday users, it is recorded against the contact?
I have clicked around in the ‘filters’ tab but no setting seems to reveal the simple and elegant results set I have described above. And asking folks to Bcc Monday every time they email an email they want recorded isn’t a solution either.
Thanks for replying Wahed. I can’t make this work for me. If I take a given contact, and filter my Outlook sent items for that contact, there are 31 Sent Items from me alone. But when I filter for the contact in Monday email logging as you suggest, just 4 emails for the whole organisation are returned.
hi @Moracle! This is a common frustration with E&A - once boards are heavily connected, monday starts logging emails based on indirect relationships, and the Contact timeline gets noisy fast.
If you want cleaner, direct to/from logging only, you might want to look at *Email to Task*.
It logs emails strictly based on the actual sender/recipient match (not board relationships), so the activity stays tied only to the relevant contact or item. No mirrored-board bleed, no “loose relationship” noise. You also get more control over what gets created or logged instead of relying on monday’s automatic detection logic.
It’s helpful when you want predictable CRM logging instead of inferred connections.
Thanks for the suggestion Mariia. I think this app would steer our processes too much, rather than just logging emails in the background, unobtrusively to our workflows. Nor do we use gmail …
I’ll post the reply I got from Monday.com support clarifying how it works, just to save the Community the time and effort of misunderstanding the email logging feature like I did:
Isaac here once again from the monday.com team, thank you for your sharing the video and letting me know of the behavior you are experiencing regarding the Email and Activities feature. I wanted to clarify how Emails & Activities works in monday.com when connected to Microsoft Outlook.
When you connect your Outlook account inside Emails & Activities:
• You can send emails directly from monday.com.
• Replies to emails that were sent from monday.com will be logged in the item timeline.
• Email history is tracked only for emails initiated through Emails & Activities, so if you started first email sent from Email and Activities, other emails following the thread will be logged (if answered either way from Email and Activities or directly from the email end, either way you use Outlook or Gmail).
Currently, the app does not automatically record emails sent directly from Outlook, even if:
• The same email account is connected.
• The recipient email exists in a monday.com item.
So, for example, if Brett emails Erica directly from Outlook, that email will not appear in Emails & Activities unless it was part of a thread originally started from monday.com.
Emails & Activities works like an email tracker connected to specific items, not like a full mailbox sync. It only logs emails that monday.com can associate with an item conversation.
I hope this helps clarify things! Please feel free to let me know if you have any further questions regarding this, I will be glad to keep assisting you.
