Remember mail merge?
Way back when, mail merge consisted of combining mail and letters and pre-addressed envelopes or mailing labels for mass mailings from a template letter.
Secretaries around the world dumbfounded other office workers with their magical ability of combining data from spreadsheets, with letters and address labels in early word processors such as WordStar (and later Microsoft Word) to produce piles of letters which were then franked and delivered in read life by the postal service.
Templated Document Generation
Things have moved on somewhat since the 1980s, So we've taken the concept of mail merge, but brought it right up to date.
We've expanded our Microsoft 365 • Automate & Embed app for monday.com to generate Word documents and HTML emails from monday.com data.
With templated document generation, we're:
- taking the data from your monday.com boards, items and subitems
- combining it with templated Word documents from Microsoft 365
- produce documents filled with current monday.com board data
- saving those documents safely in SharePoint Online
- optionally, sending a PDF copy of the document to an email address from a column
Templated HTML Email Generation
With templated HTML email generation, we're:
- taking the data from your monday.com boards, items and subitems
- combining it with templated HTML files from Microsoft 365
- combining the HTML with monday.com board data
- sending the HTML email to an email address from a column
Our updated version of mail merge is so easy to use that everyone can enjoy the magic.
How?
You build Word templates and HTML email templates and save them in a SharePoint site.
If you don't want to start from scratch, we provide some templates for you:
You use the predefined monday.com recipe sentences to configure the automations between Microsoft 365 and monday.com.
When?
Our automations can be triggered from either a button press or when the {status} changes to {something}.
Benefits of our solution
- Unlike other solutions, our templated document generation automations are super easy to use as all configuration is completed in a simple recipe sentence, without the need to use an external board view for configure.
- Each separate button column or status change can be used to generate a different document, based on the unique data you supply to the recipe sentence.
- All generated documents are versioned and stored safely within Microsoft 365.
- PDF versions of the document can be sent directly to clients and colleagues
- HTML email generation using our app means you don't need to install yet another app to send beautiful emails
What our customers are saying
We couldn't be more satisfied with Microsoft 365 • Automate & Embed from David Simpson Apps.
Using this app saves us many hours of work each week, reducing our admin workload by 50%.
– Christopher Thompson, Managing Director, Chadley Group.
Photo by Samuel Isaacs on Unsplash
