You’re tracking important details—like client names, email addresses, order IDs, or employee roles—on one board. But you need that same data replicated on another board, or even in another column, to support linked workflows.

You try to do it manually. You even consider duplicating columns and building automations. But it’s clunky, error-prone, and doesn’t scale.

Why This Problem Gets in the Way

Without a way to auto-copy column content:

• You rely on manual updates that can break or go out of sync.
  
• Team members see incomplete or mismatched data.
  
• Automations, reports, and formulas fail due to missing fields.
  
• The more your boards grow, the more your data integrity suffers.
  

The Smart Fix: Use VLOOKUP to Auto-Copy Column Values

With VLOOKUP by Jetpack, you can automatically fetch and copy values from one column into another—across boards, views, or workflows.

It’s like having a dynamic “copy-and-paste” action that runs in the background, constantly keeping your data in sync.

Step-by-Step: Copy Column Values Automatically with VLOOKUP

Step 1: Install VLOOKUP from the monday.com Marketplace

Search for “VLOOKUP Auto-Link” in the App Marketplace, then install it to the boards you’ll be using.

Step 2: Identify Your Source and Target Columns

• Source Column: Where the original data lives (e.g., Email, Client Name, Order Code)
  
• Target Column: Where you want the copied value to appear
  

This works across two separate boards or within the same board.

Source board

Target board

Step 3: Create a VLOOKUP Recipe

In the VLOOKUP dashboard:

• Select your Source Board and Target Board
  
• Choose a unique key that exists on both (like ID or Name)
  
• Set the Source Column and Target Column
  
• Save and activate the recipe
  

Step 4: Choose When It Should Happen

Pick an activation trigger—like:

• “When item is created”
  
• “When item is changed”
  
• “When sub-item is created”
  

This ensures the copy action happens exactly when you need it.

Use Case Examples

• Client onboarding: Automatically copy an email from an intake form board to a communication tracking board.
  
• HR processes: Copy employee role data into a performance review board.
  
• Finance: Sync order amounts or invoice numbers from a billing board into reporting boards.
  

The Outcome: Clean, Synced Data—No Extra Effort

You don’t need to retype. You don’t need to guess. VLOOKUP handles the column sync behind the scenes, reducing overhead and improving team accuracy.

Recap

If your monday.com workflow relies on the same data showing up in multiple places, VLOOKUP gives you the most efficient way to copy column values—automatically, accurately, and at scale.