Hi - I'm trying to create an automation that accomplishes the following:
- When a new email lands in my inbox with specific credentials (Subject line contains the word “invoice”), a new item is created in a Monday.com board with the email’s subject line as the Item ID (i.e., Item name)
- The invoice PDF will be uploaded to that item line by matching the Item ID under the Files column on Monday
The Problem: I’ve found that this automation works when the Item ID is a static value, but does not work when I select a dynamic value (i.e., the subject line of the email).
The goal is to pull all of my emails that contain upcoming invoice payments due into Monday.com because I receive a lot of emails. I’ve been filtering emails already in Gmail’s labeling function, but I actually receive a lot of emails from those same email addresses that aren’t always invoices. Plus, it’d be nice to see all my invoices in one spot.
Monday’s current free automations don’t achieve this and I use Monday as a hub that integrates all of the different data I use in one place.
