Templated HTML email generation

It’s “mail merge” for monday.com boards and items – builds HTML emails based on your monday.com data.

The templated HTML email generation automations allow users to generate HTML from templates, pull data from your monday.com boards and send the them as emails to email addresses in an email column..

These automations allow you to generate all your professional documents, invoices, quotes, letters or any other type of file from your own templates.

How the automation works

Here’s a walkthrough video to show how the automation works:

🔥 // TODO: video here

Key features

• Generate and send HTML emails on status change or button click

• Use your own custom templates with your own branding, stored on SharePoint Online

• Populates data from items and subitems

• Send the email from your email address using your Outlook acount

Prerequisites

1. Prepare your HTML templates containing tags which match your monday.com board structure

   • Preparing your HTML email templates – for how to add templating blocks to your HTML files

   • Email template gallery – for examples of prebuilt Word templates

2. Store your document templates using a unique and easy to remember name in a SharePoint site.

Example templates

• Browse the 🔥 Email template gallery to view examples of how to create your own email templates.

• Get a free support session to help you with your templating needs

Included automations/triggers

• Create document on button press

• Create document on status change