1.Captures new PTO request fields
Integrate monday.com and board data tools to capture requestor display text, date range, leave type, urgency, and coverage notes to trigger review setup.
Send leadership email for new PTO requests on board
Automatically monitor new PTO requests across monday.com and email summaries. Send a single reviewable leadership message when new PTO item added, date range overlaps, or urgency is flaggedβso you can notify leadership, reduce duplicate reviews, and capture key fields without manual follow-up.
How this automation protects PTO review speed
When new PTO request items are added, delays and duplicate reviews can slow leadership decisions. This automation captures request fields and waits, checks for duplicates and formats dates, then sends a leadership review emailβso your team can move faster.
monday.comor swap with your favorite app
2.Waits for board updates
Integrate Delay by Zapier and automation timing tools to wait 1 minute to let board formulas and integrations populate derived fields.
Delay by Zapieror swap with your favorite app
3.Finds matching PTO requests
Integrate monday.com and board lookup tools to find Item by Column Value and avoid duplicates before continuing with the email workflow.
4.Normalizes names and dates
Integrate Formatter by Zapier and text transformation tools to capitalize requestor name and format start and end dates for the email summary.
Formatter by Zapieror swap with your favorite app
5.Sends leadership review email
Integrate Microsoft Outlook and email templates to send a leadership message with subject details, formatted dates, coverage notes, and the direct item review link.
Microsoft Outlookor swap with your favorite app
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