monday.com Button Click Email Automation

meta_description: “monday.com buttons can only trigger one automation and can’t send emails with CC groups. Learn why button workflows are limited and how BoardBridge enables rich button-triggered actions.”

You need a button that sends an email to a client with three form links, CC’s your production team, updates two status columns, and logs the send date.

In monday.com, your button can do ONE thing: trigger ONE automation recipe.

If you want the button to send an email AND update statuses, you need to:

1. Create an automation for the email
2. Create a second automation for the status updates
3. Hope both fire when the button is clicked
4. Manually track which emails were sent (no logging)

And the email? No CC. No formatting. No conditional content.

Automation Pain Point #9-14: Button Columns Have Severe Limitations

Here’s what teams need from button-triggered emails:

• One button click → send email + CC team + update status + log timestamp
• Email with CC recipients — client gets the email, team gets CC’d
• Multiple column values in email body — 20+ fields formatted in the message
• Conditional email content — different template based on column values
• File attachments — send PDFs or forms with the email
• Button label customization — “Send Travel Forms” not “Click Me”

What monday.com offers:

Button column capabilities:

• Trigger ONE automation recipe
• Automation can send email (plain text only, no CC)
• Button label says “Click Me” until automation is connected
• No multi-step workflows from one button
• No email formatting

Missing:

• No CC or BCC
• No rich text/HTML emails
• No conditional email templates
• No multi-action workflows (email + status update requires two separate automations)
• Button text customizable via UI but NOT via API
• Formula columns invisible to email templates (cannot include calculated values)
• No ability to send email FROM the clicked-user’s mailbox (always sends from the automation creator)
• No clickable action buttons within email body (approval/reject flows require external links)

What Monday.com Users Are Saying

Thread: Custom Automations and Action Button / Command Button Column [Source: https://community.monday.com/t/custom-automations-and-action-button-command-button-column/2530] — August – October 2020

“Make it compatible with Subitem automation recipes (example create subitem instead of item)” — hlopezvc, August 11, 2020

“please also consider adding additional (all) field options to the additional conditions (currently limited to person and status).” — mcallarse, October 6, 2020

Monday.com staff confirmed the button column was released but did not address advanced functionality requests.

Thread: Introducing the Button Column [Source: https://community.monday.com/t/introducing-the-button-column/10279] — 2020 – 2022 (19 replies)

“will there be any kind of confirmation that the action has been completed? A dot, a bubble, something momentary to say the button engaged.” — Susan Bolles, August 19, 2020

“I wish you could view and edit the automation for the button instead of having to delete and create it again.” — Talita Feuerstein, October 2, 2020

“Has anyone come up with a solution that when a button is clicked you know when it has been clicked? Like once it is clicked it turns to a different color” — Brett Johnson, December 15, 2022

No confirmation feedback. No visual state change. No logging.

Thread: Change button text through API [Source: https://community.monday.com/t/change-button-text-through-api/19122] — April 2021

“Is there a way to change the button text through the API (‘Click me!’). I can query it by boards{items{column_values{text}}} but the ‘Click me!’ text is not in the JSON returned” — Bas de Bruin, April 22, 2021

Monday.com staff (Helen) confirmed:

“at this time there’s no way to customize the button text [via API]. However, you can change the column title to be more specific if you’d like.”

As of 2026, button text can be changed via UI Settings but still NOT via API.

Thread: Formula columns not available when composing emails in automations [Source: https://community.monday.com/t/formula-columns-not-available-when-composing-e-mails-and-notifications-in-automations/72188] — December 2023

“Formula columns…are not listed in the UI when composing an automated message.” — Foobart, December 4, 2023

“The formulas in the formula column are calculated in your client (browser)…those columns can’t be used in any automation.” — Bas de Bruin, December 4, 2023

Formula columns are client-side computed → invisible to server-side automations → cannot be included in button-triggered emails.

Email formatting thread (2025):

“It’s 2025 and the developers at Monday haven’t cottoned on to the fact sending out plain text emails is exceedingly 1990s?” — inspiredearth, June 2025

Monday.com staff confirmed email body does not support HTML coding. No bold, no italics, no lists, no formatting.

Thread: Formula columns not available when composing emails in automations — December 2023

“Formula columns…are not listed in the UI when composing an automated message.” — Foobart, December 4, 2023

“The formulas in the formula column are calculated in your client (browser)…those columns can’t be used in any automation.” — Bas de Bruin, December 4, 2023

Issue: Formula columns are computed client-side, not server-side. Automations run server-side and cannot access calculated values. If you need a calculated field in an automated email, you must mirror it to a regular column first.

Thread: When button is clicked, send email FROM the user who clicked the button — November 2023 [Source: https://community.monday.com/t/when-button-is-click-on-a-board-send-an-email-from-the-user-who-clicked-the-button/69715]**

“I have a board with a button that when clicked sends an email. Since I was the one creating the automation the emails are sent from my mailbox but what I need is that the email is sent From the mailbox associated to the user who pressed the button.” — User, November 1, 2023

Issue: Emails always send from the mailbox of the automation creator, not the person who clicked the button. No workaround available. If you need emails to appear from different team members’ accounts, you can’t do it natively in monday.com.

How BoardBridge Solves This

1. Multi-Step Workflows from One Button

Scenario: “Send Forms” button should:

1. Send email to client with 3 form links
2. CC production team
3. Update status to “Forms Sent”
4. Update second status to “Pending”
5. Log send timestamp

BoardBridge rule:

• Trigger: Button “Send Forms” clicked
• Actions:

1. Send email (template: “Show Forms Email”)
2. Update status column “Form Status” → “Forms Sent”
3. Update status column “Workflow Stage” → “Pending”
4. Update date column “Forms Sent Date” → Today

All four actions fire from one button click.

Native monday.com: You’d need 3-4 separate automations, manually coordinated.

2. Email with CC Groups

BoardBridge email configuration:

• To: Client email (from “Contact Email” column)
• CC: Production Team (pre-defined CC group: 5 email addresses)
• Subject: “Your Event Forms — {Event Name}”
• Body: Rich text HTML with 20+ column values inserted

Native monday.com: No CC. No BCC. To field only.

3. Conditional CC Based on Column Values

Advanced scenario: CC different people depending on item data.

BoardBridge conditional CC rules:

• If “Event Type” = “Wedding” → add wedding coordinator to CC
• If “Guest Count” > 200 → add logistics manager to CC
• If “VIP Client” = Yes → add account director to CC

All CC recipients are automatically added based on the item’s column values.

Native monday.com: Not possible.

4. Rich Text HTML Emails

BoardBridge email body:

“`html Hi {Client Name},

Here are the forms for your event on {Event Date}:

Show Form: {FORM_URL_SHOW} Teebox Form: {FORM_URL_TEEBOX} Production Form: {FORM_URL_PRODUCTION}

Please complete them by {Due Date}.

Best regards, The Team “`

Rendered with:

• Bold headings
• Clickable form links
• Dynamic column values
• Professional formatting

Native monday.com: Plain text only. No formatting.

5. 20+ Column Values in Email Body

BoardBridge emails can include unlimited column values:

• {Event Name}
• {Client Name}
• {Contact Email}
• {Event Date}
• {Venue}
• {Guest Count}
• {Event Type}
• {Budget}
• … (all board columns available)

Native monday.com: Limited column insertion, no formatting.

6. Conditional Email Templates

Scenario: Send different email based on event type.

BoardBridge rule:

• If “Event Type” = “Wedding” → send “Wedding Forms Email” template
• If “Event Type” = “Corporate” → send “Corporate Forms Email” template
• Else → send “Generic Forms Email” template

One button, three possible email templates, dynamically selected.

Native monday.com: You’d need three separate buttons (one per template) or manual selection.

Real-World Example: Send Show Form Button

Event Overview Board:

• Event Name: “Acme Corp Annual Event”
• Client Email: sarah@acmecorp.com
• Event Date: March 15, 2026
• Event Type: “Corporate Event” (Dropdown)

Button: “Send Show Form”

When clicked:

Step 1: Send Email

• To: sarah@acmecorp.com
• CC: production@taskrhino.com, logistics@taskrhino.com, coordinator@taskrhino.com
• Subject: “Your Event Forms — Acme Corp Annual Event”
• Body: Rich text HTML with:
• Event name, date, venue
• Show Form link (unique to this event)
• Instructions
• Team contact info

Step 2: Update Statuses

• “Form Status” → “Show Form Sent”
• “Workflow Stage” → “Awaiting Forms”

Step 3: Log Timestamp

• “Forms Sent Date” → March 1, 2026 (today)

All three steps execute automatically. Total time: 2-3 seconds.

Button Label Customization

BoardBridge buttons:

• “Send Show Form”
• “Send Teebox Form”
• “Send All Forms”
• “Send Travel Email”
• “Trigger Production Workflow”

Labels are fully customizable and descriptive.

Native monday.com: “Click Me” by default. Can be changed via UI Settings (per board) but not via API.

Form Links in Emails

BoardBridge emails can include unique form links per item:

Email body: “ Show Form: https://forms.boardbridge.io/f/show-form/item-12345678 Teebox Form: https://forms.boardbridge.io/f/teebox-form/item-12345678 Production Form: https://forms.boardbridge.io/f/production-form/item-12345678 “

Each link is specific to the event item. When the client clicks, the form knows which monday.com item to update.

Why this matters: Forms update existing items, not create new ones. The email links are pre-personalized.

Email Logging

Every button-triggered email is logged:

• Sent to: sarah@acmecorp.com
• CC: production@taskrhino.com, logistics@taskrhino.com
• Subject: “Your Event Forms — Acme Corp Annual Event”
• Timestamp: March 1, 2026 2:45 PM
• Status: Sent successfully
• Trigger: Button “Send Show Form” clicked by user@taskrhino.com
• Item: Acme Corp Annual Event (ID: 12345678)

Searchable and filterable in the admin panel. Full audit trail.

Native monday.com: No email logging. No record of which button sends triggered which emails.

File Attachments

Buttons can trigger emails with file attachments:

Example: “Send Contract” button → email with PDF contract attached.

Attachments are configured per email template. The same file is sent every time, or you can configure dynamic attachments based on column values (advanced setup).

Limitations You Should Know

Button actions are fire-once, no retry logic. If the email send fails (e.g., invalid recipient email), it’s logged but not retried. You’d manually resend.

Formula columns are not available as dynamic variables. If you need a calculated value in the email, store it in a non-formula column first (via monday.com formula → mirror/automation workaround).

Button visual state doesn’t change after click. The button doesn’t turn green or show a checkmark. Status column updates provide visual feedback instead (e.g., “Forms Sent” label).

Unlock Rich Button-Triggered Workflows

Without multi-action buttons and CC-enabled emails, teams either build 5+ separate automations (complex, fragile) or skip button workflows entirely (slower, less elegant).

BoardBridge lets one button click trigger complex, multi-step workflows — send emails with CC groups, update multiple statuses, log timestamps, fire cross-board triggers. All from one button, all fully logged.

Ready to make your buttons powerful? Book a free 30-minute demo: https://calendly.com/rp-spaceo/call-with-rakesh-est-timezone

Related Articles

• How to Add CC and BCC to monday.com Email Automations — Email CC groups that work with button triggers
• monday.com Conditional Automation (If-Then Logic) — Conditional email templates based on column values