How To Automate Emails In monday.com (2024)

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[@Powerfull_Systems]

My question is regarding the email address on the board. I'm using mirror columns to add in contact information and tie that to a board. In order to do the mass email I need to add an email column but I cannot link it to my contacts. Do I have to do a manual entry of the email again even though I have already added the contact and connected it to my board and specific entry record?

[@felih1068]

So every time I want to automate an email sending out a feedback form to a client once the project is done, I might as well send it out by myself without automation as I have to edit the automation every time for a new client

[@andrewrichardson9417]

This was an excellent video. Thank you!

[@FelypeCampos]

Can i cc different team members from a column to an external email?!

[@sukantkumarsahu6985]

can we send bulk emails or bulk sms to multiple item names in a board through the automation?

[@WaaayPastBed]

Say we have some fieldworkers entering daily progress reports and each day once they enter their data I would like to send their corresponding update for that day to an external clients (so multiple external email addresses ) Is that possible? Right now we’re having to manually extract the board and then send an email with the update.

[@lizzkl89]

But i want the next email will be sent by replying previous email, can monday do that?

[@FabienVlems-zn4kc]

Is there a way to add a link to the automated email?

[@NickBoardman]

Yes you would need to have a link column on your board, and select that within the email template!

[@FabienVlems-zn4kc]

@@NickBoardman But no way to insert the link in the text?

[@NickBoardman]

I’m not sure I follow? 🤷‍♀️

[@FabienVlems-zn4kc]

@@NickBoardman if we want to add 'click here' and add the hyperlink to the text itself so it becomes clickable without having the whole link added in the email 😊

[@SignetX]

@@FabienVlems-zn4kc You could probably put your link into a short URL generator - might get you closer.

[@Austinechi45]

Lovely keep it up