Action Button

Action Buttons allow your email recipients to instantly trigger updates on your monday.com board—such as changing a status—by clicking a button in the email.

Action Button Screen

Description:

Action Buttons let recipients perform actions—like updating a status or approving a task—directly from the email, without logging into monday.com. These buttons are embedded in the email template and trigger automations when clicked.

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How It Helps:

✔ Reduces back-and-forth by enabling instant actions from the inbox ✔ Speeds up workflows like approvals, status updates, and confirmations ✔ Keeps communication and execution aligned across teams ✔ Increases response rate by removing login or manual steps

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Steps to Use:

1. Open the Email Template Builder

   • Start editing or creating the template where you want to insert the action button.

2. Add the Action Button

   • Click on “Create Action Button”.

3. Configure the Button

   • Button Title: Enter the text shown on the button (e.g., Approve, Confirm, Mark as Done).

   • Redirect Link: This is auto-generated by EasyMails. It handles the automation trigger.

   • Use Custom Link (optional): Check this box if you want to redirect users to a custom URL instead.

4. Set the Action

   • Status Column: Choose the column in your board you want to update.

   • Update Status To: Select the value the status should change to when clicked (e.g., Done, In Progress, Approved).

5. Click “Create Button”

   • The button is added to your email template and will execute the selected action when clicked.