Who is this workflow for? This n8n workflow template provides a set of utilities to extend Monday.com’s functionality beyond the capabilities of the official Monday node. It offers streamlined access to columns, board relations, subitems, and file uploads, enabling more efficient and customizable automation within your Monday.com environment..

What does this workflow do?

  • Credential Setup
  • Create a Monday.com credential within n8n.
  • Update the workflow nodes to utilize your Monday.com credential.
  • Column Value Retrieval
  • By Name:
    • Connect a Monday.com node that retrieves an item to the COLUMN BY NAME node.
    • Edit the COLUMN BY NAME node by entering the desired column name.
  • By ID:
    • Locate the column ID following Monday.com’s instructions.
    • Connect a Monday.com node that retrieves an item to the COLUMN BY ID node.
    • Edit the COLUMN BY ID node by entering the column ID.
  • Board Relation Management
  • Connect a Monday.com node that retrieves an item to the GET BOARD RELATION node.
  • Specify the column name in the GET BOARD RELATION node.
  • The PULL LINKEDPULSE node will automatically retrieve all linked pulses.
  • Subitems Handling
  • Connect a Monday.com node that retrieves an item to the PULL SUBITEMS node.
  • The GET EACH SUBITEM node will retrieve all subitems associated with the item.
  • File Upload Automation
  • Replace the Convert to File node with your node that outputs binary file data.
  • Enable the MONDAY UPLOAD node.
  • If your destination column is not named “file”, edit the MONDAY UPLOAD node to match your column name by changing column_id:"file" accordingly.

🤖 Why Use This Automation Workflow?

  • Dynamic Column Access: Retrieve column values by name or ID, ensuring consistency even when board structures change.
  • Advanced Data Retrieval: Easily pull related pulses from board relation columns and manage subitems efficiently.
  • Seamless File Management: Automate file uploads to specific columns, enhancing your data handling processes.
  • Customization Flexibility: Integrate these utilities into any workflow, allowing tailored automation suited to your specific needs.

👨‍💻 Who is This Workflow For?

This workflow is designed for project managers, automation specialists, and teams using Monday.com who seek to enhance their workflow automation with n8n. It is particularly beneficial for those looking to manage complex data interactions and streamline their project management processes without extensive technical setup.

🎯 Use Cases

  1. Dynamic Reporting: Automatically generate reports by fetching column data by name, ensuring reports remain accurate despite board changes.
  2. Linked Project Management: Retrieve and manage all related pulses from board relation columns to maintain comprehensive project overviews.
  3. Automated File Handling: Upload and organize files directly into Monday.com items, saving time and reducing manual data entry.

TL;DR

This n8n workflow template for Monday.com offers robust utilities that enhance data access and management capabilities. By leveraging these building blocks, you can create more reliable and flexible automations, ensuring your Monday.com workflows are both efficient and resilient to changes.

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