Are you looking to connect your inbox with your monday.com workflows? With the Gmail and Outlook integration you can transform emails into action items, and automatically align everyone to stay seamlessly connected.
How to add the integration?
From there, select "Gmail" or "Outlook" as below:
Once you click on the "Gmail" or "Outlook" integration banner you will find the 8 recipes our integration offers:
- When an email is received, create an item in a group
- When a status changes to something, send email to someone
- When a column changes, send email to someone
- When a new item is created, send an email to someone
- Every time period, send email to someone
- When an email with this email column is received, add it as an update
- When status changes from something to something else, send an email to someone
- When date arrives and status is something, send an email to someone
Select the integration you wish to create!
Set up the Gmail integration
Connect you gmail account
Once you click on one of the recipes you will be asked to connect your monday.com account with your Gmail account :
Choose the email account you want to associate with monday.com:
Woohoo! It's that easy 😀 You have successfully connected your account to Gmail. Now you can get busy building recipes to communicate efficiently with your team!
How to unsync your Google Account from monday.com?
1. Go to https://myaccount.google.com/security
2. Scroll down and click ‘Manage third-party access’
3. Click monday.com, and then click the blue ‘Remove Access’ button
4. Recreate the integration with a new connection
Set up the Outlook integration
Once you click on one of the recipes you will be asked to connect your monday.com account with your Outlook account:
After choosing your Outlook account, a permissions screen will appear. In order to continue with the set up click "accept:"
You have successfully connected your account to Outlook. Now you can get busy building recipes to communicate efficiently with your team!
How do I know if my Outlook account will integrate?
In Outlook, click account preferences and locate the email provider icon on the top of the Account's screen. if there's an Outlook icon, then the email account will integrate with monday.com.
Example of an Outlook account that's not hosted by Outlook.
How to unsync your Outlook Account from monday.com?
So how does it work?
Once you've chosen one of the seven recipes and authorized monday.com to integrate with Gmail/ Outlook, you will arrive to the integration window. This is where you will be able to set up your automation. You can customize the email message and the frequency, as well as the action of the email.
- Use case 1: Every certain days, send email with subject to someone
This can be a great way to stay on top of recurring weekly tasks or to have continuous follow-up with prospective clients.
First begin by choosing day and time you want the email to be sent. You can then customize the subject line, and email message they receive as well as who receives this.
- Use case 2: When an email is received, create an item in a group
This can be a great way to update all your important client emails and inquiries straight into monday! No more copy paste and never miss an important email. You can choose to have any email create a new item in a board:
Or you can have filter the conditions that must be met to create an item:
Does the email integration support files?
Currently the email integration does not support files. That being said, if you want to send files to your monday.com account, we do have a work around!
You can send a file to a board or to an item (in the updates section). Check out this article to learn the step by step process.
Does the email integration support multiple email addresses?
YES! The email integration now supports multiple emails!!
We have now added an increment that will serve both Outlook and Gmail integrations where you can define multiple emails in a Text Column separated by ";" and the email will be sent to each of those emails separately 💥💥
For example in this recipe:
If you choose the Email (column) option from the resulting menu >> And choose a text column:
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!
And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]