This guide walks you through the process of setting up email automation in monday.com in straightforward steps. Follow the instructions to select automation templates, set up triggers and email parameters, and activate the automation to streamline your communication process.
Let's say you want to email everyone in this particular column.
You want to make emails send when you click the Send Text button. To do this, you'll need to set up an automation.
Open your monday.com board and click on the integration button.
Go to the Templates tab.
Look for the EasyMails app.
Click on the EasyMails app in the list.
You'll see different automation templates for various actions. Choose one that works for you.
In our case, we'll use this specific template.
A window will appear where you can set the trigger button, email account, HTML design template, and recipient column for the automation.
Pick the Send Text button to start the automation.
Select the Welcome email template.
Choose the email account you want to send emails from.
Decide which column should receive the emails.
Save the automation by clicking Add to board.
The automation is now active and ready to use.
When you hit the Send Mail button, the automation will send emails using the chosen sender account and template to the selected column.
You successfully completed the guide!