Installation
Open your gmail & then click plus sign on right sidebar to get add-on. Search here for
Gmail monday Connector by Apprely Technologies. select it to install.
Authorize monday App
To initiate the installation of the monday Connector, click on "Install monday Connector," which will open the monday authorization window.
Review the permissions required, and then proceed to click "Authorize." Once you have completed the authentication, you can close the window.
Settings
To configure your monday board, simply click on the "Settings" button. Then, select
your workspace and click "View Boards." Choose the specific board you want, and
finally, click "Save Board."
Add email
Once you've saved your workspace, board, and column configurations, you can start adding emails to your monday board. To do this, simply select the email you wish to include on your board. This action will open the "Add to monday.com" page. You have the option to modify the item's name or keep it as is, then proceed to click "Add item to board."
Add email with attachment
If you have emails with attachments that you'd like to incorporate into your monday board, you can do so as well. You can attach up to five files, each with a maximum size of 25 MB. To add an email with attachments, choose an email with the attachments you want, enable the "Send attachments" option, and then click "Add item to board." Give it a try!
Note: You have to open your add-on for this.
monday Recipe Integration
Once you've completed the setup of the Gmail add-on, you can elevate its functionality by integrating it with a specific monday board. This integration includes a recipe that populates selected columns with the sender's Email and Name, providing valuable insights for future analysis.