TEMPLATES
This workflow automates the retrieval of detailed data for main project items and their sub-items from Monday.com, recursively obtaining associated contact information and structuring the data. It supports converting the results into JSON format for easy subsequent upload or export. With a flexible process design, users can efficiently handle multi-level task data, avoiding manual queries and enhancing project management transparency and collaboration efficiency. It is suitable for teams and analysts who need to export or integrate data in bulk.
Workflow Name
TEMPLATES
Key Features and Highlights
This workflow automates the extraction of main items and their subitems from specified boards in Monday.com, recursively retrieving multiple levels of associated subitems and related contact information. It structures and merges the data, supporting conversion into JSON file format for easy subsequent upload or export. The workflow is designed with flexibility, incorporating code nodes to handle complex data parsing and splitting steps, significantly enhancing the automation efficiency of Monday.com project management data organization.
Core Problems Addressed
- Automates the retrieval of main items and multi-level subitems data from Monday.com, eliminating the need for manual, item-by-item queries and exports.
- Handles complex linked fields (such as subitem lists and associated contacts) to achieve recursive data collection and decomposition.
- Supports data format transformation and merging, facilitating subsequent file uploads or integration usage.
Use Cases
- Summarizing detailed information of main tasks and all their subtasks in project management.
- Bulk exporting or synchronizing Monday.com project data to other systems or archives.
- Automatically tracking and consolidating multi-level subitems and related personnel data in complex projects to improve project transparency and collaboration efficiency.
Main Workflow Steps
- Manual Trigger: Initiated via the “Test workflow” button.
- Retrieve Main Item Data: Calls Monday.com API to read details of specified main tasks.
- Parse Linked Fields: Extracts linked contact fields such as “Additional Contacts” through code nodes.
- Fetch Subitem Data: Parses the “Subitems” field in main tasks and splits them into individual subtasks.
- Recursive Retrieval of Each Subtask: Uses Monday.com API to fetch detailed information for each subtask one by one.
- Data Transformation and Merging: Converts subtask data into JSON file format and merges it with main task data.
- (Optional) File Upload: Supports uploading the merged data file back to Monday.com (upload node currently disabled).
Involved Systems or Services
- Monday.com: Data reading and manipulation via API interfaces.
- n8n Platform: Utilizes various nodes (including code nodes, split nodes, HTTP request nodes, etc.) for workflow orchestration and data processing.
Target Users and Value
- Teams and project managers using Monday.com for project management, helping them efficiently obtain comprehensive project and subtask data.
- Technical personnel or data analysts needing automated export, backup, or synchronization of Monday.com data.
- Business users aiming to implement complex data processing and integration through low-code/no-code platforms, enhancing workflow automation and data consistency.
By leveraging flexible node design and in-depth data parsing, this workflow addresses the challenges of multi-level task data retrieval in Monday.com, greatly improving automation and accuracy in data processing. It serves as an efficient bridge connecting project management with data integration.