We are using a structure in Monday where a “People” column is linked across a number of boards:
Users: declares user name, a “People” column (with that person linked), role (Account Executive/Account Manager) and their Slack ID (for direct Slack notifications)
Billing Entities: links Billing Entities to Account Executives
Advertising Accounts: links an Advertising Accounts to Billing Entities
Orders: links Orders to Advertising Accounts
Launch Requests: links Launch Requests to Orders (last check of credit check, invoice issued, etc…)
User information of the Account Executive, such as their “People” column and Slack ID tricke down throughout the entire structure via Connected Boards and Mirrored Columns.
We need to be able to notify the respective Account Executive directly in case there has been an Order Launch Request created in the respective board. However, “notify” action under automations does not appear to recognize the mirrored “People” column (the “People” column that has trickled down all the way: Users > Billing Entities > Advertising Accounts > Orders > Launch Requests). Right now we have to notify the entire “Sales” team of such requests (as team notification is as narrow as I can get with current Automations functionality), but that is far from ideal as these unnecessatily bother the entire team and don’t serve their primary purpose - to let the Account Executive know that there’s a request pending for a launch of an Order belonging to their Advertising Account.
There are 3P solutions that would solve this (VLOOKUP auto-link app), but I don’t feel we should pay extra for a functionality that should - in our opinion - be built in into the core Monday.com app.
Is the above a limitation of automations (or are we missing something)? Is there a workaround? If it is a limitation, is it in the pipeline for implementation and if not, would it be possible to add it as a feature request?