1.Detect board item column changes
Integrate monday.com and workflow mapping tools to detect board item changes and map item title, file link, and submitter email for review requests.
Send ad review request email to submitter and ops
Automatically monitor board item column changes across monday.com and email tools. Send a review request when ready stage is reached, submission link is added, or submitter email existsβso you can send review emails, generate cc recipient lists, and request same day approvals without manual chasing.
How this automation speeds up same day approvals
When board item column changes on the ready stage, delays can block same day approvals. This automation maps item details and filters qualifying records, then generates CC recipients and sends a templated review emailβso your team can get decisions faster.
monday.comor swap with your favorite app
2.Filter for qualifying ready records
Integrate Filter by Zapier and data validation tools to continue only for records with the ready stage plus required link and submitter email.
Filter by Zapieror swap with your favorite app
3.Generate CC recipient list
Integrate Code by Zapier and rules engines to determine cc_emails and prepare CC recipients from submission metadata.
Code by Zapieror swap with your favorite app
4.Send templated review email
Integrate Gmail and email delivery tools to send the review email with mapped To, CC, file link, and item title subject.
Gmailor swap with your favorite app
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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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