Documentero + monday.com

Generate documents and send as email attachments in Documentero for new items in board on monday.com

Streamline your document creation in Documentero every time a new item is added to your monday.com board. With this automation, a freshly curated document will be generated and promptly delivered as an email attachment whenever there's a new item in your board. This workflow enhances efficiency, saving you significant time and effort.

Streamline your document creation in Documentero every time a new item is added to your monday.com board. With this automation, a freshly curated document will be generated and promptly delivered as an email attachment whenever there's a new item in your board. This workflow enhances efficiency, saving you significant time and effort.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    DocumenteroDocumentero
    Generate Document and Send as Email Attachment

    Generate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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documentero logo

About Documentero

Documentero is a cloud service that can generate simple and advanced Word, Excel or PDF documents based on .docx / .xlsx templates.
Learn more

Related categories

  • Documents
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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