Schedule and send selected Smart Spreadsheet views as XLS files — straight to your inbox with the Smart Spreadsheet Report feature. It lets you easily share spreadsheet data with people outside your monday.com account.

Use cases:

  • Sending regular spreadsheet reports to clients or teammates

  • Keeping a snapshot of your board on a specific date

To enable the automation:

  1. Go to the Automation Center

  2. Type Smart Spreadsheet

  3. Select the automation recipe and set it up as needed


If you need an automation that works for your specific case, freely reach out to our team!