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Guides, tips, and updates for monday.com apps by BAM.
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Invoice Simple is Now on monday.com — Meet Easy Invoice
If you've used Invoice Simple (invoicesimple.com) to send invoices from your phone or desktop, the document editor inside Easy Invoice will feel familiar. That's because it's built by the same team — and rebuilt natively for monday.com.
Group Card is Going Public on the monday.com Marketplace
Group Card spent its private beta with HR and people-ops teams figuring out what a good group greeting card actually feels like inside monday.com. Now it's opening up to every workspace — here's what's in the box at launch.
Group Card vs. Kudoboard vs. Illume: Which Group Greeting Tool Fits a monday.com Team?
Group greeting cards are a category, not a feature — there are at least half a dozen serious tools competing for the 'send a team card for a birthday or farewell' use case. The question for monday.com teams is which one actually fits the way you already work.
Embedding Google Files in monday.com: Your Options Compared
There are three realistic ways to bring a Google Doc, Sheet, or Slide into a monday.com board. Each one has a different trade-off between setup speed, security, and how usable the file is once embedded. Here's the full breakdown.
Run a Customer or Team Survey in monday.com Using an Embedded Google Form
Surveys live in too many separate tools. If your team works in monday.com, an embedded Google Form turns a board into the survey hub — collect responses, see them update in a linked Sheet, and act on the data without leaving monday.
Share a Google Sheet with External Clients on a monday.com Board
Sharing a live Google Sheet with a client on a monday.com board is a deceptively tricky permissions puzzle. Here's how to set it up so guests see the Sheet without giving them more than they need — and what to do when they hit Google's request-access screen.
Troubleshooting: Why Your Google File Isn't Loading on a monday.com Board
If your Google file embed has gone blank, shows a 'request access' screen, or won't load at all, the cause is almost always one of five common issues. Here's how to diagnose and fix each one in under five minutes.
Work Anniversaries for Distributed Teams: How to Make Them Land
Work anniversaries are the recognition moment most companies completely fumble. For distributed teams the failure mode is worse — the moment just slips by. Here's how to run anniversaries inside monday.com so they actually mean something.
Automate Team Birthday Cards in monday.com — So Nobody Gets Forgotten
The reason team birthdays get forgotten isn't that anyone wants to forget — it's that nothing's reminding them. Here's how to combine a monday.com People board, a date automation, and Group Card into a near-automatic birthday pipeline.
Sending a Farewell Card to a Remote Teammate Inside monday.com
Farewell cards are the moment a team's culture shows up — or doesn't. For distributed teams, the old 'pass the card around the office' ritual has nothing to replace it. Here's how to run a genuinely thoughtful farewell card from inside monday.com.
Send a monday.com Invoice to a Client Who Doesn't Have a Monday Account
Your client doesn't need a monday.com account to receive an invoice — Easy Invoice's public share link turns any invoice into a URL they can open from any browser. Here's how the flow works and why it's the default on mobile.
Meet BAM: Three monday.com Apps for Finance, Documents, and Team Culture
BAM publishes three apps on the monday.com marketplace, covering the three places monday users most often have to leave the platform: invoicing, embedded documents, and team celebrations. Here's a quick tour.
The Quote-to-Invoice Workflow in monday.com — From Approved Quote to Sent Invoice in One Click
The moment between an approved quote and a sent invoice is the most error-prone in the entire client lifecycle: re-keying line items, forgetting to update the date, copying the wrong rate. Easy Invoice's one-click quote-to-invoice converts the approved quote into a draft invoice with everything carried across.
Use a monday.com Board as Your Product Catalog — Then Invoice From It
Most invoicing tools force you to maintain a separate product catalog inside the invoicing app. Easy Invoice flips that — your monday.com Items board is the catalog. Edit a rate there, and every future invoice uses the new rate.
Your monday.com Customers Board Is Your CRM and Your Invoicing Address Book
If your team already tracks customers in monday.com — for sales, support, or project work — that same board can power your invoicing. Easy Invoice reads BILL TO autocomplete directly from your Customers board, so there's no second customer list to keep in sync.
Make Every Invoice Look Like Yours: PDF Branding in Easy Invoice
A generic-looking invoice is a missed opportunity. Five minutes in Easy Invoice settings — logo, company details, tax label, document title — and every PDF you send for the next decade carries your brand.
Invoice From Your Phone — Easy Invoice Goes Anywhere monday.com Goes
Most monday.com apps stop at the desktop browser. Easy Invoice doesn't — it runs as a full Custom Object view inside the monday.com mobile app, so a tradesperson on site, a consultant between meetings, or a founder at a conference can spin up an invoice in under a minute.
How to Schedule the Perfect Card Delivery Across Time Zones
Set the delivery date and time, and Group Card handles the rest — here's how to nail the timing for remote teams.
Display Modes Explained: Choosing the Right View for Your Embedded File
Content Only, Toolbar, or Full — here's how to choose the right display mode for your embedded Google file in monday.com.
How to Share Invoices with Clients Using Easy Invoice
Download a PDF or publish a shareable link — two ways to get invoices to your clients without leaving monday.com.
Easy Invoice vs. Monday's Built-In Invoice Templates: Which Should You Use?
Monday.com ships invoice templates as part of its Work OS — and for some teams they're enough. For teams sending real invoices to real customers, the gap between a template board and a proper invoicing tool gets obvious quickly.
How to Embed a Google Form in monday.com for Feedback Collection
Collect feedback directly in your monday.com boards by embedding Google Forms — responses flow to the linked Google Sheet.
How to Set Up Your Company Branding in Easy Invoice
Make your invoices look professional — set up company details, currency, tax rates, and auto-numbering in under 5 minutes.
Why HR Teams Use Group Card for Employee Recognition
HR teams manage celebrations across Slack, email, and spreadsheets. Group Card puts it all in one place inside monday.com.
3 Ways Teams Use Embedded Google Slides in monday.com
Sprint reviews, client decks, and onboarding materials — 3 ways teams embed Google Slides directly in their monday.com boards.
5 Tips to Speed Up Your monday.com Billing Workflow
These 5 tips will cut your invoicing time in half — from auto-numbering tricks to smart status workflows.
7 Group Card Ideas for Team Milestones Beyond Birthdays
Birthdays are just the start. Here are 7 milestone moments your team should be celebrating with Group Card.
How to Embed Google Docs in monday.com for Team Collaboration
Keep your Google Docs visible where work happens — embed them in monday.com for real-time collaboration without tab switching.
How to Convert a Quote to an Invoice in monday.com
Easy Invoice converts approved quotes to draft invoices automatically — customer details, line items, and pricing all carry over.
How to Create a Birthday Card for a Remote Team
Remote teams miss the office card tradition. Group Card brings it back — with templates, GIFs, and scheduled delivery right inside monday.com.
How to Embed a Google Sheet Dashboard in monday.com
Keep your Google Sheets dashboards visible alongside your monday.com workflow — no tab switching, no stale screenshots.
How to Create Your First Invoice in monday.com
Learn how to install Easy Invoice, connect your boards, and create a professional invoice in under 5 minutes — without leaving monday.com.
How to Send a Group Birthday Card in monday.com
Yes — Group Card lets you create group birthday cards with templates, GIFs, and scheduled delivery right inside monday.com.
How to Embed Google Docs, Sheets, and Slides in monday.com
Yes — Google Easy Embed lets you embed Google Docs, Sheets, Slides, Forms, and Drawings directly into monday.com. Free with no limits.
How to Create and Send Invoices in monday.com
Yes — Easy Invoice lets you create and send professional invoices without leaving monday.com. Here's everything you need to know.