Notify a person from a mirrored "People" column in an automation

Hi,

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?

Thank you!

Regards,

Vitaly

hi @devitus and welcome back to the community.

Mirror columns can be seen as a visual representation of data living somewhere else. The mirror column itself does not hold that data and therefore standard automations will not work. This is a limitation of the way mirror columns are implemented and some 3P developers has solved this by avoiding mirror columns and copy / sync data between boards. On of those is: monday.com: Apps Marketplace

Hi @devitus - While I realize you are wanting to avoid bringing another system into the mix, you can automate this with Integromat.

Hi @devitus!

You’re absolutely right!
There’s an app called vLookApp that does exactly what you need, it’s just like a regular spreadsheet LookUp function only for Monday.

Oh, and the best part, it’s free :upside_down_face:

Here’s a little explanation on how to use this recipe:

If you got any questions just let me know.

3 Likes

Hi Yoggie, thanks for you recommendation! I’ve installed your app and have been trying to set up the integration, but the value just wouldn’t show up in the column.

  1. Do vlookups only get triggered on change in source column?
  2. Can a “Person” value be returned to another “Person” column, or do you only support text and numbers?

Quick question on the column names, should the “Item name” column be typed in as “Item name” or “Name”? Technically I’ve tried both but couldn’t get it to work :frowning:

Thanks for your suggestions!

Thanks for the idea. I’ve tried the integromat path, but couldn’t figure it out just yet, specifically it appears that each Monday.com module in integromat would require a specific item to be selected. May dig around a bit more.

Hi!

  1. Yes!
  2. Text only for this one.

You must have permission to both boards (target and source) in order for it to work properly.