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. This is for the proof files.
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. This is for the proof due date.
A people column. This is for who might be owners of the proof.
A people, email, or text column. This is for who might be approvers of the proof.
A people column can be used for multiple monday.com users.
A text column can be used for multiple email addresses – use a comma to separate email addresses.
An email column will allow for a single email address.
A name column. This can be for the name of the proof.
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 your proof template includes a workflow:
If the workflow has approvers in the final step, any people or email addresses you’ve mapped to approvers from your monday.com board will also be added to this step when the proof is created.
If you’d prefer to use only the people column from your monday.com board to assign approvers, you don’t need to set approvers in the last step of the proof template’s workflow.
If the proof template’s workflow has owners, or the proof template itself has owners, any people or email addresses you’ve mapped to owners from your monday.com board will also be added to these when the proof is created.
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.