1.Runs monthly on your scheduled day
Integrate Schedule by Zapier and scheduling tools to run your monthly trigger at the configured day and time.
Send monthly grouped project objectives summary to team
Automatically run a monthly sweep of project objectives across monday.com, Code by Zapier, AI by Zapier, and Microsoft Teams. Instantly send grouped objectives summaries when scheduled day arrives, open objectives appear, or contributor notes changeβso you can align stakeholders, reduce follow-up, and archive updates without manual reporting.
How this automation accelerates your monthly alignment
When your monthly schedule fires, status updates can pile up and fall out of sync. This automation pulls objectives from monday.com, groups them with contributor context, polishes with AI, and posts to Microsoft Teamsβso your team can see progress quickly.
Schedule by Zapieror swap with your favorite app
2.Queries board items and objectives
Integrate monday.com and project board tools to execute board queries and pull item names, contributor text, projects, and objectives.
monday.comor swap with your favorite app
3.Transforms and groups objectives
Integrate Code by Zapier and data transformation tools to parse fields, group objectives by project, and build a message payload.
Code by Zapieror swap with your favorite app
4.Polishes concise project summaries
Integrate AI by Zapier and summarization tools to polish the message payload and return human-ready summaries.
AI by Zapieror swap with your favorite app
5.Posts markdown summary to channel
Integrate Microsoft Teams and team messaging tools to post the AI-polished summary to the configured channel.
Microsoft Teamsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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