- How to automatically send an email notification in Gmail for new items in Monday.com
- 1. Create your playbook and set the Monday.com trigger as "New item added"
- 2. Add the "Send email" in Gmail automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Gmail and Monday.com
- Related blog posts
How to automatically send an email notification in Gmail for new items in Monday.com
Create your playbook and set the Monday.com trigger as "New item added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New item added" under Monday.com. Then, select details like the board. This will allow your playbook to automatically detect the new item added in Monday.com and initiate necessary actions.
If this is your first time using a Monday.com integration in Relay.app, a prompt will guide you through the connection process.
Add the "Send email" in Gmail automation
Integrate the Gmail automation into your playbook to ensure the prompt sending of an email via Gmail for each item added in a specific board in Monday.com.
Click the "Add step" button, then locate the "Send email" automation for Gmail and input the mandatory and relevant details.
If your Gmail account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the sending of an email via Gmail. Once turned on, it will respond whenever a new item is added in Monday.com by sending an email via Gmail without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.