Send notification if someone else but me create a task

Platform discussions
1

I went through the articles to see if i could find an answer.

I would like to send an email to a PM when someone else but the PM created the task. I want to do the following.

  1. if item is created update “creator” field with Creator.
  2. If “creator” changes and the “creator” is not the PM then notify the PM.

Help is highly appreciates

2

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?

3

Hi Desiree,

We have a Pro license, and this is about Work management.

I appreciate your help.

4

Hi Desiree, I responded to your questions. Do you have any feedback on my original question?

I am finding automations a real challenge at the moment, as it seems that the current Monday.com is very limited in automations.

Assistance would be appreciated.

5

Hey there, sorry. I overlooked your response. Do you have a single PM or multiple? Do you have a lot of additional people that ‘could’ create? Just trying to think through number of automations you’d need to set up.

Have you used your 5 ‘free’ workflows yet? This would be an instance, where that would come in super handy if this notification is that important. You can use a workflow like below. When item is created, if person is NOT (choose a specific user OR choose the PM column), then notify…

Desiree - www.thecleverclovers.com

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6

Hi Desiree,

Thank you for your email.

To answer your questions, we have multiple PMs. There are two ways to check this. You can either hard-code the name in the workflow or use a column, as you indicated. There could be multiple people who potentially create new tasks.

I do not understand your question about “five free workflows”. If the automation were as easy as your flow above, I would have been ecstatic.

To date, I have tried the following

  • created a helper column.
  • Workflow 1: When a new item is created, the helper column is updated with the creator
  • Workflow 2: when the creator is assigned, AND the helper column is NOT the PM (hard-coded or column), then notify the PM.
    Unfortunately, using NOT is not an option.

I tried other options with additional helper columns, but the problem of not being able to use NOT just prevents me from creating an automation for this activity.

There are several workflows I wanted to create, but due to limitations, this is not possible.

Could you please direct me to some relevant documentation/videos, or learning materials that could assist me?

Your help is appreciated.

7

Hi @jbg You could do this with an AI block instead of building a whole workflow.

Then when the status changes- you can set an automation that notifies

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