monday.com boards kept current without chasing updates

Ideas to put to work

Boards that reflect the real state of the work, ready for the partner meeting.

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  Board status for the partner meeting

  Sofia reads items, statuses and updates across boards and builds the status deck in PowerPoint for the partner meeting.

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  Onboarding item for each new client

  When a HubSpot deal is won, Sofia creates the onboarding item on your board with the client's details, with your approval.

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  Updates posted from client email

  Sofia reads client emails in Outlook about a project and, with your approval, posts an update on the matching item.

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  Workload across boards

  Sofia reads items, owners and statuses across boards and shows who is overloaded and which work has no owner.

Works well with

• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• HubSpotCRM and marketing platform for growing businesses
• Microsoft OutlookMicrosoft's email and calendar
• AsanaWork management for projects and tasks
• ClickUpProject management for tasks, docs and goals
• JiraIssue and project tracking
• LinearIssue tracking and project planning
• AirtableSpreadsheet-style database for teams