So I have done some digging and can’t find how to do this. We have a board that we use to track our students progress, and we have a status column that we change to identify at what stage they are at. One of them is a status that tells us we are waiting on the student to send us some paperwork.
What we need is an Automation that say, every Friday, checks the board for all records that are in this status, and sends an email to them all reminding them they need to send us paperwork.
We’ve had a user with a similar need. In their case, staff had to submit field reports within a set number of days (duration). Once a task was started, the status would change and track against that timeline.
The “every Friday” part can definitely be automated to send notifications to the right people, along with other actions that fit your workflow. Sending emails directly to students isn’t something built in, but the first part of what you’re looking for is absolutely doable with Smart Timeline + Duration.
Yes, this is possible directly in monday.com using their automation features. You can set up a weekly automation that checks the status column and sends emails to the relevant people. Here’s a simple approach:
Use the “Status” column to track items that are waiting on student paperwork.
Create an automation: Look for something like “Every Friday, for all items where Status is [Waiting on Paperwork], send an email to [Assigned Person or Email Column].”monday.com has built-in automation recipes that let you filter by status and schedule recurring actions.
Test it: Before going live, try it on a small subset of items to make sure the emails are sent correctly.
This way, every Friday, all students who haven’t sent their paperwork will automatically get a reminder email without any manual work.
Hi John!
This sounds like a great use case for monday.com’s built-in automations combined with the email integration. You can set up a rule like: “Every Friday, if status is ‘Waiting on paperwork’, send an email reminder.”
From our apps, Time in Status for monday.com could help you track how long students have been stuck in that status, so you can identify bottlenecks more easily. However, for the automatic sending of reminder emails, the native monday automations and integrations would be the best fit.
I like this idea automations that trigger off a status change would make things way smoother and save a lot of hassle. I’ve been setting up my own workspace to feel more motivating too even added a neon from MiamiNeons to keep it fun while working
