Monday.com Email-to-Item
Built for Legal Operations Teams.
Read inbound request emails, open the matching Monday item with the right column values, and confirm back to the sender, reducing manual triage for legal operations teams.
The manual work this replaces
Legal ops staff read inbound matter and project requests in Outlook and Gmail, then manually create the Monday item with the right board, group, and column values.
How the automation runs
This process creates a Monday item from an inbound email. It reads the inbound Outlook or Gmail message, classifies the request type, identifies the right Monday board and group, creates the item with the extracted column values, attaches any files from the email, and replies to the sender with a confirmation that includes the Monday link.
What changes after Caddi
Turns inbound request email into a populated Monday item with the right routing, without staff doing the data entry.
Want Monday.com Email-to-Item automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.