Client portals for monday.com

Learn what a weekly project status report should include and how to turn monday.com data into a structured Excel workbook for recurring stakeholder reporting.

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.

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.

Both Client Portal Builder and Softr can build client portals on top of monday.com. We compare how they differ in setup, flexibility, client access, communication, automations and pricing.

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.

Are you looking for ways to embed your monday.com boards directly into your website? In this guide, we'll explore all the options of embedding a monday.com board seamlessly into websites.