Get started with Nexio
Transform your monday.com emails from embarrassing to professional in just 4 simple steps.
Install the Nexio view
Add Nexio to your monday.com board in seconds. No complicated setup, no technical knowledge required.
Click on "Add View" in your monday.com board
Navigate to "Explore more views" at the bottom
Search for "Nexio" and install it
Pro Tip
Once installed, you'll see the Nexio tab appear in your board views. This is your command center for all email templates and settings.
Connect your email accounts
Securely connect your Gmail or Outlook accounts with one-click OAuth authentication. Your credentials stay safe and secure.
Navigate to the "Email Accounts" tab in Nexio
Click "Connect Account" to add a new email
Choose Gmail or Outlook as your provider
Complete the secure OAuth authentication process
Important
Accept all requested permissions during authentication - this is required for Nexio to send emails on your behalf.
You're all set!
Once connected, your email accounts will appear in this tab and can be selected when setting up automations.
Create beautiful email templates
Design professional email templates with our powerful WYSIWYG editor. Add rich formatting, images, and dynamic data from your monday.com boards.
Go to the "Templates" tab and click "Create Template"
Use the WYSIWYG editor to design your email
Add rich text formatting - bold, italic, headings, lists
Insert dynamic variables from board columns
Include images and file attachments from your boards
Template Features
• Click-and-insert variables for email body content
• Inline images and hyperlinks
• File attachments from your file columns
• Professional formatting options
Note for Subject Lines
For the email subject line and hyperlinks, you need to manually reference board data using the exact column IDs shown in curly braces below each column. The click-and-insert function only works for the email body content.
Configure your automation
Navigate to monday.com's Automation Center
Search for "Nexio" and select it from results
Choose from available automation recipes based on your needs
Click "Use template" on your preferred recipe
Configure These Fields
• Template: Select from your previously created email templates
• Email Account: Choose from which account the emails should be sent
• Recipient Column: Select the board column that contains the email addresses of your recipients
You're Done!
Your automation will now send personalized, professional emails using your template whenever the specified trigger occurs. No more embarrassing plain text emails!
Need Help?
If you have any questions or need assistance with Nexio, we're here to help!
Contact us at support@roba-solutions.com