Monday.com Report Automation Setup
Budget: $30 – $250 USD
My team relies on Monday.com every day, and the manual work of pulling weekly and monthly performance reports is slowing everyone down. I need the workspace configured so these reports generate themselves, land in the right place, and keep stakeholders updated without human involvement.
Scope of work
• Design or adapt boards, views, and dashboards so the required data points are captured cleanly.
• Build custom automations or integrations that trigger report creation on the chosen schedule.
• Ensure the reports are formatted, filtered, and delivered automatically—whether by email, in-platform notification, or a shared link—ready for leadership review.
• Test the full flow end-to-end, confirm accuracy of the generated numbers, and provide a short hand-off note so my team can tweak timing or recipients later.
To be considered, please share past work that proves you have already automated report generation inside Monday.com (screenshots, short Loom, or live examples). No need for a lengthy proposal—results speak louder than words.
Scope of work
• Design or adapt boards, views, and dashboards so the required data points are captured cleanly.
• Build custom automations or integrations that trigger report creation on the chosen schedule.
• Ensure the reports are formatted, filtered, and delivered automatically—whether by email, in-platform notification, or a shared link—ready for leadership review.
• Test the full flow end-to-end, confirm accuracy of the generated numbers, and provide a short hand-off note so my team can tweak timing or recipients later.
To be considered, please share past work that proves you have already automated report generation inside Monday.com (screenshots, short Loom, or live examples). No need for a lengthy proposal—results speak louder than words.