1.Detect new worksheet row
Integrate Microsoft Excel, spreadsheet automation, and mapping fields to detect qualifying intake rows and centralize task brief data.
Create ad design task from new request rows
Automatically monitor new row submissions in Microsoft Excel across design request intake spreadsheets. Create ad design tasks and notify owners when advertisement is flagged, due dates are provided, or spec links are attachedβso you can skip manual triage, brief rewriting, and back-and-forth emails.
How this automation prioritizes ad design tasks
When new request rows arrive in Excel, designers can miss complete briefs and timelines. This automation filters for advertisement work, creates monday.com task items with specs, and emails ownersβso your team can start faster with fewer follow-ups.
Microsoft Excelor swap with your favorite app
2.Filter for advertisement requests
Integrate Zapier and workflow rules to filter out non-ad requests and continue only eligible rows.
Email by Zapieror swap with your favorite app
3.Create marketing request item
Integrate monday.com and task tracking to create a new board item, map fields, set New status, and attach spec links.
monday.comor swap with your favorite app
4.Send designer notification email
Integrate Microsoft Outlook and email templates to notify recipients with the item name and long-text brief, and include spec links.
Microsoft Outlookor swap with your favorite app
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Explore all design request intake automations
Accelerate request triage with automated form capture, project creation, and stakeholder alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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