How we modernised mail merge for the monday.com generation
Templated document and HTML email generation for monday.com and Microsoft 365
David Simpson
Last updated: November 19, 2024
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 real 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.
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
Free trial for 14 days. No charge for up to 2 users.
What our customers are saying
The Microsoft 365 integration for monday.com from David Simpson Apps has allowed us to halve our office workload and streamline everything. The support has been phenomenal, accelerating and complementing monday.com as a platform.
