1.Detect column value change
Integrate monday.com and workflow triggers to watch for a specific column value change in your configured board.
Send compliance PDF to client when task completes
Automatically monitor done state changes across monday.com, Google Drive, and Gmail. Get instant email sends when status changes to done, done state matches, or board item enters doneβso you can attach the right compliance PDF, email the client, and respect send delays without manual follow-up.
How this automation delivers compliance PDFs to clients
When a task completes in your board, delays can risk compliance gaps and incomplete communication. This automation filters done-state items, waits briefly, extracts the recipient email, finds the matching PDF in Drive, and sends an email with the documentβso your team can deliver on time.
monday.comor swap with your favorite app
2.Continue only when done state matches
Integrate Filter by Zapier and workflow rules to continue only when the updated column matches the configured done state.
Filter by Zapieror swap with your favorite app
3.Wait before sending
Integrate Delay by Zapier and batching timers to wait five minutes before the email send happens.
Delay by Zapieror swap with your favorite app
4.Extract recipient email
Integrate Formatter by Zapier and data formatting to extract the recipient email from the board lookup fields.
Formatter by Zapieror swap with your favorite app
5.Find the matching compliance PDF
Integrate Google Drive and document libraries to find the first matching PDF link by client or firm template.
Google Driveor swap with your favorite app
6.Send the PDF email
Integrate Gmail and email delivery to send an HTML email with the Drive PDF attached to the extracted address.
Gmailor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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