Monday.com to Google Sheet - create or update multiple spreadsheets

How To
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1

Hello Community!

It is my first post here. I was trying to find a solution, but no luck.
Only similar issues, but mine is a little more complex.
I have already spent a good amount of hours trying to figure it out, but I need help.

Scenario goals:

  1. take all the items from specific monday.com board (it is Leads referred by multiple referrers visible on one board)
  2. group them by specific column (Referrer)
  3. if the Referrer is new guy, create a Google Sheet for him/her from a template and fill rows with his/her Leads (I am successful here)
  4. if the Referrer is already with us, update his/her spreadsheet accordingly. If there are new entries, add them. If old entries got updated, update values. (having troubles here)
  5. Prepare draft in Gmail ready to be sent. Use spreadsheet URL in the template. (I am successful here).

Biggest challenge is with updating the rows. I can only force it to update the first rows in the files or, after multiple iterations, I end up with all the rows being updated with values from 1 row only.

So in the very last module Update Row in the output I get i.e. 5 bundles from previous modules, which is correct, but then I can see that in the input it has all the same values, most likely from the first operation in previous modules.

I am attaching a blueprint of my Scenario.

If you’d like to help, you need a monday.com board with columns:

  1. Name (of the Lead)
  2. Status
  3. Comission Value
  4. Invoice number
  5. Referrer

If I am missing anything, please let me know.
Please do not mind Gmail module floating. I know it is OK, but it was easier to unlink it for testing purposes.
Plus, I have set up a filter to match name with “test”, so that I only get a narrow portion of data to work with. So you should name your Leads “Test {{number}}”

Thank you in advance for any advices!

blueprint-monday-sheets.json (212.5 KB)

2

Hey Mac_W_92,

Welcome to the community!

We can set up the scenario, and process to update referrers’ Google Sheets with the latest lead information from your monday.com board. We’ll ensure each referrer’s spreadsheet is accurately updated without incorrectly overwriting data.

First of all, Extract leads from the monday.com board and group them by referrer.
then Check if a referrer already has a Google Sheet. If not, create one from a template. update their Google Sheets by matching existing rows and adding new ones without overwriting Utilize Google Sheets API to pinpoint rows that need updates and ensure accurate data placement.

We can pull lead data to the Monday.com API and Apply Google Sheets API for checking and updating specific rows by comparing unique lead identifiers and then Handle new leads by appending rows to the respective Google Sheets. Finalize by generating a draft email in Gmail with the updated spreadsheet links.

Let’s Schedule the call and discuss this in more detail. I look forward to talking to you and your team should they join us.

We can help you with your integrations, implementations, support, improvement, training, and services and you can also learn along the way!

3

Thank you very much for swift answer.
As I understand sometimes it is best to turn to professional consultants.
However in this case I’d like to learn to control the flow to my needs and challenge myself a bit.
Nevertheless, let’s keep your post so that maybe I’d need a fallback like that :sweat_smile:

5

Hey @Mac_W_92

I have updated your workflow in terms of sheet update and also to save some unnecessary operation cost.

I’m not aware of your issue completely and unknown to the data structure you have from google sheet.

Please download the updated blueprint I attached below and give it a try.
blueprint (19).json (198.7 KB)

If you require additional assistance, please don’t hesitate to reach out to us.
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