This template demonstrates how to build an automation in monday.com to periodically notify configured users about the items that have changed in the board for previous period (configurable). Get started to learn more.

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📋 Overview

This template demonstrates how to build an automation in monday.com to periodically notify configured users about the items that have changed in the board for previous period (configurable).

🖊️ Setup

Follow these steps to configure the template with your board:

1. Open the Send a weekly notification reporting status changes of items in a board template.
2. Click Create a Workspace on the top right corner of the screen.
3. Review the Workspace name, Description and Add to a team fields. You can change these if needed.
4. Click Create.
5. On the left side of the screen, under API Connections, select Complete API Connection Setup.
6. Select your monday.com connector in the Uses connector field.
7. Click Save.
8. On the left side of the screen under Scheduled Triggers, select Create new Scheduled trigger.
9. Configure the Scheduled Trigger section based on your need. You can choose any interval and update NUMBER_OF_DAYS_TO_SUMMARIZE to match your schedule.
10. Select the notifySummaryOfItemsThatChangedStatusInAGivenWeek from the script to run dropdown.
11. Click Save.
12. Navigate to Parameters and and edit the following parameters:
    • BOARD_ID - Enter the board ID that you want to check.
    • STATUS_COLUMN_ID - Enter the ID of the Status column value to check updates for.
    • USERS_TO_NOTIFY - Enter the emails of users to notify. They should have board access.
    • NUMBER_OF_DAYS_TO_SUMMARIZE - The number of days you want to receive summaries for. This needs to be the same period as your trigger.
13. Click Save.

🚀 Usage

Once configured and saved, a notification will be sent each week on Monday, listing all items that had a status change in the configured period.

Remarks

This can also be used as a starter script to summarize information for a given time period. E.g. Summary of costs, efforts etc.

import Monday from "./api/monday";

export default async function(event: any, context: Context): Promise<void> {
    const { BOARD_ID, STATUS_COLUMN_ID, USERS_TO_NOTIFY, NUMBER_OF_DAYS_TO_SUMMARIZE } = context.environment.vars;

    const LIMIT = 100;
    let pageNumber = 1;

    const fromNumberOfDaysAgo = new Date();
    fromNumberOfDaysAgo.setDate(fromNumberOfDaysAgo.getDate() - NUMBER_OF_DAYS_TO_SUMMARIZE);

    let updates:any[] = [];
    let hasMoreEntries = true;

    const users = await Monday.User.getUsers({
        args: {
            emails: USERS_TO_NOTIFY
        },
        fields: {
            id: true
        }
    });

    const userIds = users.data.users.map((user: { id: number; }) => user.id);

    while(hasMoreEntries) {
        // Get the last updated items from activity logs as we don't have any other way of filtering items by update date yet from monday.com
        const resp = await Monday.Board.getBoards({
            args: {
                ids: [BOARD_ID]
            },
            fields: {
                activity_logs: {
                    args: {
                        column_ids: [STATUS_COLUMN_ID],
                        limit: LIMIT,
                        page: pageNumber,
                        from: fromNumberOfDaysAgo.toISOString()

                    },
                    fields: {
                        data: true,
                        created_at: true,
                        entity: true
                    }
                }
            }
        });

        pageNumber++;
        let logs = resp.data.boards[0].activity_logs;

        if (logs.length < LIMIT) {
            hasMoreEntries = false;
        }

        updates.push(...logs);
    }

    // format the notification message
    let notificationMessage = "<b>The status of following items was updated last week:</b> <br><br>";
    updates.forEach(log => {
        const logData = (JSON.parse(log.data) as UpdateLog);

        // Filter by item updates as activity logs also has logs from updates to status column settings
        if (log.entity === 'pulse') {
            notificationMessage += "Item: " + logData.pulse_name + "<br>";
            notificationMessage += "Status: " + logData.value.label.text + "<br>";
            notificationMessage += "Updated at: " + new Date(Number(log.created_at)/1e4).toISOString() + "<br><br>";
        }
    })

    // create the notification for all users
    for(const userId of userIds) {
        await Monday.Notification.createNotification({
            args: {
                user_id: userId,
                target_id: BOARD_ID,
                target_type: 'Project',
                text: notificationMessage
            },
            fields: {
                text: true
            }
        })
    }
}

class UpdateLog {
    pulse_id: number;
    pulse_name: string;
    value: StatusValue;
}

class StatusValue {
    label: Label;
}

class Label {
    text: string;
}