Using Monday Automations to Create Cell Content

Platform discussions
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1

Hi all, first discussion here… I have a board set up in Monday CRM to mange leads where, amongst others, there is a ‘Cancelled Date’ (Date) column and a ‘Cancelled Reason’ (Long Text) column. A lead can go from a live status, to a “Cancelled” status, and at this point a user would decide if it should be put live again. If they are going to set it live again, I want to take the content of the ‘Cancelled Date’ cell and prefix it to the text in the ‘Cancelled Reason’ cell, then clear the ‘Cancelled Date’ cell.

I’ve tried doing this using a Monday automation:

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The Use AI step has the following instruction -

If the {pulse.date_cancelleddate} column contains a valid date, append it to the end of any text in the {pulse.long_text_cancellationreason} column. If the {pulse.long_text_cancellationreason} column is empty, return just the date. If there is no date in the {pulse.date_cancelleddate} column, return an empty string.

The automation gets to this step and fails. Can anyone shed any light as to why? Is what I am trying to do just not possible with basic automations, or can anyone suggest another, better way, to do what I want to achieve.

Thanks in advance.

2

Is AI filling in the cancelled reason or is a user? I think for this, I’d recommend using a normal automation and not AI?

3

I think you’re right, using a standard automation might be more straightforward for this task. Since the user is the one filling in the cancellation reason, it makes sense to keep it simple.

I’ll try setting up a normal automation to achieve that prefixing and clearing of the date. I appreciate your help!

4

The user fills in the Cancelled Reason via a web form and there is another automation that adds the date of the cancellation to the Cancelled Date - based on the Cancellation Reason being completed.

When the lead is to be reallocated we want to basically reset the cancelled date but not lose the data. This is why we want to prefix the reason with the date and then clear the date cell to show that it is no longer cancelled.