3 Easy Ways to Connect Email to monday.com (Integration & Automation Tutorial) скачать в хорошем качестве

3 Easy Ways to Connect Email to monday.com (Integration & Automation Tutorial)

If you’re looking to save time inside monday.com and stop sending repetitive emails manually, this video is your step-by-step guide to using email integrations the right way. Tara walks you through three powerful automation setups—explained in simple, real-world examples—so you can communicate with clients faster and more consistently. Note: In this tutorial, you’ll see the examples built using Gmail, but everything shown works the same way with Outlook. Just choose the Outlook integration instead of Gmail and follow the same steps. This video is perfect if you want to reduce manual work, improve customer communication, and let monday.com handle the follow-ups, reminders, and notifications you shouldn’t be doing yourself. Here’s what you’ll learn: 💡 How email integrations work inside monday.com 📬 How to automatically send emails when a status changes 🆕 How to send emails when a new item is created (great for onboarding + payments) 🗓️ How to send emails before a date arrives (renewals, reminders, follow-ups) 🧩 How to customize emails with dynamic fields pulled directly from your board ⚙️ How to add conditions so only certain clients receive specific emails 📌 How to build both preset integrations and custom automations 🚀 When to consider workflows for more advanced logic and multiple variations By the end, you’ll know exactly how to build automated emails that save you hours every week—whether you’re managing payments, onboarding clients, or keeping customers updated. No overwhelm, no confusion, and no technical experience needed. If you need help creating a custom setup for your team, book a free consultation here: https://calendly.com/simple-day/30-mi... ⏱️ Chapters 00:00 Intro — What you’ll learn about email integrations in monday.com 00:18 Meet Tara & SimpleDay (certified monday.com partner) 00:41 Integration #1 — Send an email when a status changes 04:28 Integration #2 — Send an email when a new item is created 07:16 Integration #3 — Send an email before a date arrives 09:56 Final thoughts + next steps ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://calendly.com/simple-day/30-mi... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ WORK WITH ME 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://calendly.com/simple-day/30-mi... 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Take the next step: master monday.com with a full on-demand course. 43 practical videos to teach you everything you need to build your perfect workflow. https://simpledaysolutions.com/on-dem... 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templa... ================================================================================ JOIN THIS CHANNEL 💥 Join this channel to get access to perks: ‪   / @mastering-monday   KEEP IN TOUCH 🔗 LinkedIn: Connect with me on LinkedIn:   / tara-horn-571858a   🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ OTHER MASTERING MONDAY.COM VIDEOS ►►    • A Step-By-Step Guide To Building High-Leve...   ►►    • Manage Multiple Projects with Time Trackin...   ►►    • How To Build A KPI Dashboard In monday.com...   ►►    • Track Tasks Or Overall Project Progress Us...   ►►    • How to Automate Time Tracking in monday.co...   ►►    • Automating Cross-Board Information Matchin...   ►►    • The Ultimate monday.com Hack: Showing Subi...   ►►    • Leads Management In Minutes with monday.co...   ►►    • Connect Multiple Boards in monday.com #mon...   ►►    • How to Use a Mirror Column in Automations ...   ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners