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Description
DocuGen enables the automatic creation of documents through various methods such as date selection, status updates, or with a simple button click thanks to its integration recipes. To generate a document whenever you need it, simply navigate to the DocuGen interface and click on the green “Generate document” button, after which your document will arrive in your email inbox in just a few seconds. Don’t forget to utilize the split view feature! By clicking on the monday.com settings icon (the gear located in the upper right corner of the board), you can enable Split View, which allows you to see a preview of the rows that will be included in your document. Additionally, you can refine which rows are displayed in your document by using the filter icon located at the top of the board view. As you select specific filter options, the split view will dynamically update to reflect the corresponding rows that will appear in your generated document. This functionality makes it easier to ensure that your document contains exactly what you need.
Description
The Power BI Connector for monday.com offers a seamless no-code integration that facilitates the export of data from monday.com into Microsoft Power BI for efficient reporting and analytical purposes. Users can select specific boards, groups, columns, and item types for export, while the connector automatically establishes data-table relationships in Power BI, eliminating the need for manual modeling. The installation and configuration process is entirely conducted through the monday.com interface, requiring no coding or third-party tools. Additionally, scheduled refreshes ensure that your Power BI reports remain synchronized with updates from monday.com without the hassle of manual exports. Emphasizing security, all requests are encrypted, signed, and authorized according to monday.com permissions, with no customer data being stored. The Power BI Connector for monday.com is a vital component of Tempo's BI connector offerings within its Strategic Portfolio Management (SPM) suite, which also includes connectors for platforms like Jira and ServiceNow, thus enhancing the ability to integrate and analyze data across various systems effectively.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Pricing Details
$25 per month
Free Trial
Free Version
Pricing Details
$10/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocuGen
Website
docugen.io
Vendor Details
Company Name
Tempo Software
Founded
2009
Country
Iceland
Website
www.tempo.io/products/power-bi-connector-for-monday
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates