Connect Gmail to monday.com
Ideas
What you can do with Gmail and monday.com
Get a monthly lead report from your monday.com board
On the 1st of each month you get an email summarising your leads by status and source, with short AI commentary.
See how it worksEmail the team a daily summary of risky monday.com items
Each weekday morning your team gets an email listing stuck, overdue and at-risk items from your monday.com board.
See how it worksStart onboarding in monday.com and send a welcome email
When a client or new hire fills in your form, an onboarding item with all its steps is created in monday.com and they get a welcome email.
See how it worksDraft personal emails for new monday.com leads
New leads on your monday.com board get a personalised outreach email drafted in Gmail, ready for you to review and send.
See how it worksTurn labelled Gmail emails into monday.com items
Emails you label in Gmail become items on a monday.com board with the sender and full text, and the label is cleared once logged.
See how it worksEmail clients from Gmail when monday.com work is Done
When an item on a monday.com board is set to Done, the address in its Email column gets a completion email sent from your Gmail.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Gmail and monday.com, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Gmail and monday.com automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
Only create a monday.com item when AI judges the email is a real request with an action, and reply to the sender with the item name.
Every Friday, email each client a list of their monday.com items that changed status this week, and skip clients with no changes.
Use cases
Why people connect Gmail and monday.com
How the two apps work together
- A check every few minutes reads Gmail for labelled or matching emails, or monday.com sends a webhook when an item is created or a column changes.
- The script creates or updates monday.com items and fills columns such as status, person and date.
- Going back, it sends emails or drafts from your Gmail address based on items and their columns.
Agencies turning client emails into items
A client request arriving in Gmail becomes an item on the monday.com client board with the sender, subject and due date. Requests stop living only in someone's inbox.
Project managers sending status emails
A weekly email to each stakeholder lists items by status column for their project. People outside monday.com stay informed.
Ops teams onboarding new clients
When a new client item is created, a welcome email with next steps goes out from Gmail. Every client gets the same start.
Team leads chasing overdue items
Items past their date column trigger a reminder email to the person assigned. Fewer things slip.
More apps
Gmail, monday.com and other apps in one automation
Request to item with Slack ping
When an email labelled "request" arrives, create an item on my monday.com Requests board and post it to #requests.
Due dates on my calendar
When a monday.com item assigned to me gets a date, add it to my Google Calendar and email me a reminder the day before.
Save attachments with the item
When an email with attachments creates a monday.com item, save the files to a Google Drive folder and put the link in the item's link column.
Setup
Connect Gmail and monday.com once
Gmail
- At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
- Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
- Under Data Access, add the scopes you need, such as
https://www.googleapis.com/auth/gmail.modify, orgmail.sendif you only want to send. - Under Clients, create an OAuth client of type Web application with the redirect URI
https://clickruntime.com/oauth/callback. - In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.
monday.com
Project management
- In monday.com, click your profile picture and open Developers.
- Under API token, click Show and copy the token. Admins can also find it under Administration, Connections, Personal API token.
- In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for monday.com.
FAQ
Questions about connecting Gmail and monday.com
How does ClickRuntime connect to monday.com?
Which address are the emails sent from?
Will it email clients without my review?
Does it work with any board?
Can it add the email as an update on the item?
Can it match replies to existing items?
Does it need admin rights in monday.com?
Related pages
Keep exploring
Tell your assistant what Gmail and monday.com should do together
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