You can automatically trigger creating and sending a proof from your monday.com board, without leaving monday.com. Here’s how.
To automatically create and send out a proof from monday.com
Step 1
In PageProof, ensure you have a proof template set up. A proof template allows you to set up what information will be preset when creating and sending a proof – for example, the message to reviewers, the owners, the workflow template, proof settings, and more.
Step 2
On your monday.com board, make sure you have a files column, and also a status column. In your status column, create a new status called ‘send 1st proof’ for example.
Optional
You can also have a due date column, people column (for who might be owners, and for who might be approvers), and name column. These can all pass information into creating the proof.
Step 3
Click integrate and use the following template:
Step 4
Set the following:
Status: Select the status column.
Something: Select the new status you added in step 2. For example, ‘send 1st proof’.
Proof: Map any additional optional detail from your monday.com board columns for creating the proof in step 2. For example, the name, due date, or people (who will be added as proof owners, or proof approvers in the last step of the workflow) for the proof.
Proof template: Select the proof template you set up in step 1.
Column: Select your files column.
Your template might look something like this:
Click add to board.
How to use the template
Add the file you want to proof in your files column, and make sure any other column information is correct – for example, name, due date, and people that you might have mapped to the proof in step 4 – then change the status to ‘send 1st proof’. This will now create and send a proof out directly from monday.com.
Note:
If you have used a people column to map to approvers, if the proof template presets a workflow template, if the workflow has approvers in the last step, the people will be added into this last step as well when the proof is created.
Tip: The proof template's workflow template doesn't need to have any approvers in the last step if you only want to use the people column on your monday.com board to map to approvers.
Please reach out to our team via the in-app chat on your dashboard for any assistance with setting up this monday.com integration recipe to automatically create proofs.