How to create custom PDF from Monday Board with Eledo

Monday Board contains a lot of information about your daily tasks with custom columns. Those information are valuable and in many cases you would like to put them into a document or fill them into a form. Eledo makes it possible in an easy and automated way. In this article we will show you how to integrate Eledo PDF document automation into your Monday Board.

Adding Eledo into your Monday Board

You can find Eledo App in Monday Marketplace or simply click on below button:

Add to monday.com

In both ways you will need to authorize Eledo App to access your board by click on Authorize button. This will authorize Eledo to read your Boards data in order to put them into your PDF document and write back to your Boards the document created. Reading Assets is necessary when including image attachments.

Setting up your Eledo PDF template

With Eledo you can create custom PDF document, but also upload PDF Form you would like to fill in. In both cases you will need to write data expressions to let Eledo know which information you would like to include from Monday Board into your PDF document. Data expressions consist of field names only, or you can use some functions and operations to modify them. To make it simple you can connect Eledo template with Monday Board and our expression builder will help you to write them properly.

To connect them you will need to know your Board ID. Where to find board item and column-IDs article from Monday will help you. Then navigate to Input Fields in Eledo template editor, fill in Monday Board id and click Import:

Eledo Template data structure import from Monday Board

Field names from your Board should appear below as Imported Fields including custom columns. Now expression builder will show you suggestions which field you can use and where. Don't forget to re-import fields after you change your Board columns to keep Eledo template data structure up to date.

Eledo Expression Builder showing Monday column suggestions

Setting up Monday integration Recipes

When your document template is ready you are just one step away from your document automation. Deciding when your document is generated is very important. Usually you want to create document when your task information are complete and you want to handle them for further processing using PDF document or store them as a PDF document for evidence. Creating same document multiple times for one task is usually a waste your Eledo subscription limits, so please setup your Recipes wisely.

You can find Eledo integration Recipes directly in your Monday Board. Click on Integrate button and look for Eledo:

Monday Board Integrate button

We have prepared multiple Recipes:

Eledo integration Recipes for Monday

By choosing one you will need to complete Recipe sentence and add it to your board. Once everything is setup your PDF should be created automatically from now on. In case something is not working as expected, don't hesitate to contact Eledo Helpdesk for help.

We at Eledo hope you will enjoy this automation and it will save you a lot of time! We will be also happy for your feedback.

Open Eledo Feedback Form