Generate a weekly client update doc in Google Docs using Monday CRM
Automatically creates and emails weekly client update reports by pulling project details from your CRM into professional documents.
APPS:
Michael Pang @ JoJo Ventures
This Zapier workflow automates client updates via Monday CRM which generates a "Weekly" Client update document which pulls sub items from Monday CRM and populates it into a Google Document then automatically send its over to the clients "Contact" email. Super helpful as Monday doesn't support this kind of function natively.
