Updated: Aug 9
In this guide, we will walk you through the new features added to the monday.com integration by Bitskout. These features include a new recipe for extracting files from email updates, direct actions for custom automations, and automatic field output creation in different boards.
Video Overview - monday.com updates
New recipe - extract data from a task from an email update
If you use Gmail or Outlook integration to monday.com, you probably experience the issues of transferring a file from a newly created task to the File column. To solve that we've created a recipe that analyzes a new email update, analyzes the file, and moves it to a File column.
Bitskout Direct Actions in your custom recipes
We've added direct actions to the list of available actions when creating custom automations. This means you can now use Bitskout actions without the need to create a separate plugin. To create custom automation using direct actions, follow these steps:
Navigate to the monday.com board where you want to create the custom automation.
Click on the "Automations" button and select "Create new automation."
Choose an appropriate trigger for your automation (e.g., when the status is changed to "Process").
In the actions list, find the Bitskout actions and select the one you need (e.g., extract data from an invoice in the invoice column).
Additionally, we've released new templates - this time focusing on US IRS forms:
Form 1120 - U.S. Corporation Income Tax Return
Using the Form 1120 template you can automatically extract data from Form 1120. You can start testing it right now, check the below video for details.
Form 1120-S - U.S. Income Tax Return for an S Corporation
Using this template you can automatically extract data from Form 1120 which stands for U.S. Income Tax Return for an S Corporation. The template is also ready for you to use right away.
Form 1065 - U.S. Return of Partnership Income
Another template in our list of IRS templates - form 1065. Form 1065 is used to report the income of every domestic partnership and every foreign partnership doing business in the U.S.
Form 1040 - U.S. Individual Income Tax Return
Form 1040 is used by U.S. taxpayers to file an annual income tax return. The template is now ready to be used - check the video for details.
July was a busy month for us and we are continuing to innovate in terms of adding more templates. During the month of August, the plan is to add more IRS templates and release the beta version of the Bitskout agent apps for Slack and Teams.