Automatically link internal files to other sharable boards on monday.com using VLookup

With monday.com, you can use the file column to upload your files and automatically link them to another board. This is a great way to collaborate with your team and improve your workflows.

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 the file columns in both the source and target column

Step 4

Create a recipe by adding the VLookup recipe to your target board, and map the file columns that we just created in Step 3.

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.

VLookup has been used successfully by a variety of organizations to streamline their processes and improve their productivity. To get a better understanding of how VLookup can be applied in different contexts, browse the following use cases

See it in action!

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