1.Every week schedule trigger
Integrate Schedule by Zapier and scheduling tools to start the weekly run to kick off the portfolio update email.
Send weekly portfolio update email to configured inbox
Automatically monitor weekly project updates across monday.com. Create and update a formatted newsletter in AI by Zapier and send it via Gmail each weekβso you can share wins, in progress work, and at risk items without manual reporting.
How this automation delivers weekly executive updates
When weekly runs begin, scattered project updates can stall decision making. This automation finds items in monday.com, generates a structured newsletter with AI by Zapier, and sends it through Gmailβso your team can brief stakeholders faster.
Schedule by Zapieror swap with your favorite app
2.Find items in the last week
Integrate monday.com and project tracking tools to search the configured board and map items into a dataset to power the newsletter.
monday.comor swap with your favorite app
3.Generate newsletter subject and body
Integrate AI by Zapier and text generation tools to create a subject line and formatted newsletter sections to draft the email content.
AI by Zapieror swap with your favorite app
4.Send the weekly newsletter email
Integrate Gmail and email delivery tools to send the generated newsletter subject and body to configured recipients to share updates.
Gmailor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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