It's 'mail merge' for monday.com boards and items — builds HTML emails based on your monday.com data.
The templated HTML email generation automations allow users to generate HTML from templates, pull data from your monday.com boards and send them as emails to email addresses in an email column. These automations allow you to generate all your professional documents, invoices, quotes, letters or any other type of file from your own templates.
Key features
- Generate and send HTML emails on status change or button click
- Use your own custom templates with your own branding, stored on SharePoint Online
- Populates data from items and subitems
- Send the email from your email address using your Outlook account
Prerequisites
Prepare your HTML templates containing tags which match your monday.com board structure:
Store your document templates using a unique and easy-to-remember name in a SharePoint site.
Example templates
Browse the Email template gallery to view examples.
Get a free support session to help with your templating needs.
Included automations/triggers
- Create document on button press
- Create document on status change