Daily Task Status Snapshots from Monday.com to Google Sheets Creation Workflow

Workflow overview

Why this workflow matters

Improves internal consulting operations and productivity. Relevant for managed services and support workflows.

This workflow pulls all tasks from your Monday.com board each day and logs them into a Google Sheet. It creates a daily snapshot of your project’s progress and statuses for reporting, tracking, or analysis. ⚙️ Setup Instructions 1️⃣ Connect Monday.com API In Monday.com → go to Admin → API Copy your Personal API Token Docs: Generate Monday API Token In AlekSystem → Credentials → New → Monday.com API → paste your token and save 2️⃣ Prepare Your Google Sheet Copy this template to your own Google Drive: Google Sheet Template Add your data in rows 2–100. Make sure each new task row starts with Added = No. Connect Google Sheets in AlekSystem Go to AlekSystem → Credentials → New → Google Sheets (OAuth2) Log in with your Google account and grant access In the workflow, select your Spreadsheet ID and the correct Sheet Name 🧠 How it works Trigger**: Runs on click or via schedule (e.g., daily at 9 AM). Get many items (Monday.com)**: Fetches all tasks and their current status. Today's Date Node**: Adds the current date for snapshot logging. Map Fields**: Normalizes task name and status. Google Sheets (Append)**: Saves all tasks with status + date into your sheet for historical tracking. 📬 Contact Need help customizing this (e.g., filtering by status, emailing daily reports, or adding charts)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

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