In searching for the right project management tool, we have a very specific email need. I need to know if this is possible through Monday.com/ Zapier.
A - Project tasks are updated daily by employees/ management
B - Project status is reflected in dashboard/ reports
C - Dashboard has schedule implemented wherein once a week, a link to the Dashboard/ Reports is auto-generated.
D - Link to dashboard/ reports is then automatically placed in an auto generated email (outlook) that is then sent out to client associated with that specific project.
E - Client opens email, clicks on link, and is taken to their projects dashboard/ report
This is a straightforward need that nobody has been able to offer me. I don’t see why I need so many work arounds for something like this. It should be relatively easy to have as a feature.
Would using Monday.com with Zapier allow for this?