Apps for monday.com
client portals and
Excel reporting

Are you looking for a way to send emails with attached Excel spreadsheets through monday.com automations? In this guide, we'll explore how to recurrently email Excel reports based on monday.com boards.

Yes, monday.com has a Customer Portal for monday service. For broader external client access to projects, files, and board data, Client Portal Builder may be the better fit. Learn more about the options.

Give clients a dedicated and focused place to review and approve work while feedback, approval statuses and next steps stay connected to your internal monday.com workflow.

Configure, publish and maintain one client portal for all clients while showing each stakeholder or external user only the monday.com items, pages and information relevant to them.

Sharing monday.com boards with external users and guests is easy. In this post, we’ll cover the built-in options, their pros and cons, and why a monday.com client portal is often the best solution.

Let clients or external stakeholders submit structured requests through forms in their monday.com client portal while your team manages every submission directly in your monday.com workspace.