How to use dynamic boards in Spreadsheet Gorilla

Dynamic boards within a template configuration lets you make use of dynamic data across different boards. Basically, a dynamic board in a template allows it to adapt and use data based on specific board contexts.

Example

Use case for leveraging dynamic boards

Imagine your team uses multiple monday.com boards for project management, creating a new board for each project. While these boards contain different data, they share the same structure. You need to send weekly Excel reports to each customer via email with automations. Previously, you had to create a new spreadsheet template for each board and configure it individually, such as removing specific columns, adding filters, or building custom formula columns.

With dynamic boards, you can configure a "Master Template" once and apply the dynamic board option to your main board. Now, you can easily edit the template in the board view of each new project board and only need to recreate the automations in its automation center. All preconfigured settings and message templates remain intact, while the board data updates dynamically.