How to set up monday.com reports and alerts in Slack | Geckoboard blog
When your team uses both monday.com and Slack, it’s beneficial to leverage their native integration for reporting on overall team performance using data from monday.com.
When managing goals that extend beyond individual tasks, having a holistic view of monday.com activity in a report can help align your team around their objectives. Reports compile performance information into one location, simplifying review processes.
What are the benefits of displaying monday.com metrics in Slack?
Here are three key benefits of automating monday.com reports and alerts in Slack:
- Alignment: Regularly sharing reports containing monday.com KPIs fosters alignment around the shared data.
- React fast: Alerts that highlight important changes to key metrics enable quick responses.
- Time saving: Automating reporting via Slack saves time that would otherwise be spent on manual data creation and sharing.
How to set up automated monday.com reports in Slack
Step 1: Create a Geckoboard account and connect monday.com
Sign up for a 14-day free trial of Geckoboard to connect your monday.com account, along with over 90 other data sources like Google Ads and Shopify.
Select ‘Items’ from the monday.com data source and follow instructions to connect. You’ll need your API V2 token.
Step 2: Create a widget
After connecting Geckoboard to monday.com, start by creating a widget to visualize your data in various formats, such as numbers, gauges, or charts.
Step 3: Build a dashboard
Use widgets to visualize essential team metrics from monday.com. Customize the data by changing visualizations or filtering it based on categories such as deadlines and task statuses. Keep focus on KPIs that matter for the overall goal.
For more information on dashboard design, refer to our full guide here. A useful tip is to place your most important metrics in the top-left corner for visibility.
Example dashboard including data from monday.com
Step 4: Set up a Slack snapshot
After finalizing your dashboard, set up automated reports for Slack. Go to the ‘Share’ button in your Geckoboard account and select Slack to connect it, then schedule reports as needed.
You can also schedule the same reports via email through the ‘Email’ tab.
Your dashboard will then be sent to Slack or via email based on your schedule.
How to set up Slack notifications and alerts for monday.com
Another useful feature while integrating monday.com with Slack through Geckoboard is KPI notifications. This allows sending alerts to Slack channels when KPIs breach set limits.
KPI notifications are critical for monitoring essential metrics and quickly reacting to fluctuations. For instance, alerting when overdue tasks exceed a certain limit can prompt swift action by the team.
To enable KPI notifications, status indicators are needed on the targeted KPIs. Once thresholds are set, you can configure notifications for your preferred Slack channel.
Share your goals, metrics, and data on a live dashboard
Geckoboard simplifies making crucial information visible to your team.