Updated: Jul 14
Using make.com and monday.com to build a visual dashboard for notifications
An average business today uses around 8-10 SaaS and cloud applications to manage various aspects of its operations, ranging from project management to customer relationship management. Each of these applications sends notifications to users regarding updates, messages, and other important information.
However, the problem is that these notifications can quickly pile up, leading to a cluttered email inbox that can be difficult to manage. It takes time to sort through these notifications and determine which ones require immediate attention and which ones can be ignored. This can result in valuable time being wasted, leading to a decrease in productivity.
On the other hand, having a real-time dashboard to manage multiple tool notifications in one place can help businesses stay on top of important updates without wasting time. With a dashboard, users can quickly view and prioritize important notifications without having to switch between different applications or dig through a cluttered email inbox.
And you don't have to be a tech expert to build such a dashboard. You just need three tools and half an hour of your time.
Tool Notifications Dashboard
In this article, we will build a tool notification dashboard that will connect and watch our emails, detect notifications, and put them into a dashboard. This way leaders can see everything in one place instead of digging in the pile of emails. And operations people can set up new automations based on various criteria.
How To Instruction
Let's proceed with a text instruction. The first step is to set up the Trigger. In our case, we will use the Gmail New Email trigger. We will use make.com in this case.
1. Let's add the Watch Emails trigger and setup the filter for Make.com notifications. They all come from the same address thus it is easy to filter:
2. Let's run the module once to catch at least one mail and make sure it works. You need to right-click on Gmail and choose Run this module Only option.
We now have one email. Let's proceed and create a Bitskout plugin. For this case, we will use a Custom Extraction from the text. 3. Choose Create Plugin, then Extract option, and then From Text.
4. Click on the Custom tab and click Start Custom Selection. The screen will open and ask you to add the example. Go back to the Gmail module and grab the text in the Text variable:
5. Now let's paste it into our example:
6. And now we can just add fields we want to extract and use the example to tell Bitskout what is where.
7. Let's press Apply once we specify all the fields and move to the next step to set up the output:
8. Once we've selected the output (make.com in our case), let's move to the final step by pressing Next and give the plugin a name:
9. Press Create to create your notifications extraction plugin. Now we can use it in Make.com:
10. Let's run a test to see what fields Bitskout can extract. Right click on the Bitskout module and choose Run this module only and paste the same example again. Once you run it, you will see the fields:
11. And now our last step is to add monday.com modules to create an item:
Once you map everything to an item in monday.com you can also add an option step to write the original notification to an update. This will help you in case you need to check the original mail.
Now your scenario is ready. You can process the make.com notification and create a tool notifications dashboard. You can apply the same principle to any tools notifications: AWS, backup tools, HR tools, and even CRM tools.
Taking one hour of your time, we were able to create a tool notifications dashboard that will declutter your inbox, allow you to share notifications with your team, and have everything at a glance in real-time. Using emails to track important information is counter-productive - eventually, any inbox becomes cluttered. There are much better tools for that. Thus if you value your time, spend it on automations.