monday.com Button Click Email Automation

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 runs one custom automation. That automation can take several actions, so one click can send the email, update both statuses and set the date (monday.com Help Center).

The limits are in the email itself:

1. The standard Gmail/Outlook email action has no CC or BCC field
2. Classic recipes send plain text; HTML needs the New Automation Builder or workflow email blocks
3. A different template per item takes If/Else branches in the workflow builder

And the email? No CC in the standard action, and formatting and conditional content need the newer builders.

Button Column Emails Have 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:

• Run one custom automation, which can include several actions
• Send email through Gmail or Outlook (no CC or BCC in the standard action)
• Change the button text and colour in the Button settings
• HTML email formatting only in the New Automation Builder and workflow email blocks (monday.com Help Center)

Missing:

• No CC or BCC in the standard Gmail/Outlook email action (monday service’s workflow Send new email block has them, on Pro and above)
• No rich text/HTML in classic email recipes
• No conditional email templates in a single classic recipe (the workflow builder can branch with If/Else)
• Button text is customizable in Button settings; changing it via API isn’t documented
• Formula columns: monday.com suggests copying a formula result into a regular column for automations (monday.com Help Center)
• The docs don’t say whether the email can come from the mailbox of whoever clicked; the action uses a connected Gmail or Outlook account (see sender name and reply-to)

Our guide to monday.com automations covers the other limits and their workarounds.

How BoardBridge Solves This

BoardBridge — Form & Workflow Automation for monday.com — sends emails from a button on the item.

1. Email with CC Groups

Native monday.com: No CC or BCC in the standard Gmail/Outlook email action; multiple To recipients only. (monday service’s workflow Send new email block, Pro and above, has CC and BCC.) Our guide to CC and BCC in monday.com email automations compares every route.

2. Conditional CC Based on Column Values

Advanced scenario: CC different people depending on item data.

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

Native monday.com: Not possible in the standard email action.

3. Rich Text HTML Emails

BoardBridge email body:

Hi {Client Name},

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

Show Form: {Show Form link}
Teebox Form: {Teebox Form link}
Production Form: {Production Form link}

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 in classic recipes; HTML formatting in the New Automation Builder and workflow email blocks.

4. A Custom Sender Name

BoardBridge emails can carry a custom sender name, so the client sees your team rather than whoever set up the automation.

Native monday.com: The email comes from the connected Gmail or Outlook account.

Example: Send Show Form Button

Button: “Send Show Form”

Form Links in Emails

BoardBridge emails can include unique form links per item. Each link is specific to the event item, so when the client opens it, 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. See sending a form link from a button.

Tracking Button Emails

Native monday.com: Each automation has a Run history (the item acted on and who triggered it) and an Analytics tab, and the board’s Automation center has a Run history tab with trigger, trigger user and outcome (monday.com Help Center).

Frequently Asked Questions