1.Monitors updated column value
Integrate monday.com to pull changed item details and project reference fields for matching workbook updates.
Update cashflow model rows from project board changes
Automatically monitor updated column values on your project board across monday.com. Update financial model rows when project details change or required cost fields fillβso you can locate matching workbook rows, update Projects worksheet fields, and keep cashflow forecasts current without manual reconciliation.
How this automation updates your cashflow model
When updated column values land on the project board, delays can make cashflow forecasts stale and inaccurate. This automation watches board changes and updates workbook rows and fieldsβso your team can reflect current project data fast.
monday.comor swap with your favorite app
2.Finds item context
Integrate monday.com to find the item and map project reference fields to the workbook lookup key.
3.Finds workbook row
Integrate Microsoft Excel and reporting systems to locate the matching row in the Projects worksheet.
Microsoft Excelor swap with your favorite app
4.Updates model row
Integrate Microsoft Excel and financial planning tools to update schedule, numeric cost, and status fields from the board.
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