Create team members repository on monday.com

Auto assigns a person to another person column in another board (an alternative to connected boards) on monday.com using VLookup.

To get started, you’ll need to;

Step 1

In order to use VLookup, you need to install the VLookup app first from monday.com App Marketplace. Here’s an article on how to install VLookup.

Step 2

Install the VLookup Board View on the target board.
Click on the + icon located below the board title in your source board.

Step 3

• Create a repository board with person columns, and create items matching between the two person columns.

Step 4

Create a recipe by adding the VLookup recipe to your target board, and connect the source and target board columns. The trigger here is the “Owner” which is the target board key value. When you set the owner column in the target board, it will automatically populate the same data in the person column “Manager” on the same board.

Step 5

You can choose the triggers that are best suited for your use case.

Step 6

Once the VLookup triggers have been installed, the Automation Center will appear as shown below, featuring three VLookup webhooks installed.

See it in action!