The Storydoc Monday.com integration allows you to automatically create personalized stories when specific conditions are met in your Monday.com boards. This native automation helps streamline your Sales and Marketing processes by generating customized presentations when leads or customers reach certain milestones.
Prerequisites
Before setting up the automation, ensure you have:
A Storydoc account with API credits.
Admin permissions in your Monday.com workspace
An existing Storydoc story template to use for automation
A Monday.com board with the status columns you want to trigger on
Step 1: Install the Storydoc App on Monday.com
To begin using the integration, you'll need to install the Storydoc app from Monday.com. The app is currently in beta and available through a special installation link provided by Storydoc - Click here.
Follow the authorization flow to connect the integration to your workspace.
Step 2: Set Up Board Automation
Navigate to your Monday.com board where you want to trigger Storydoc creation. This example uses a CRM board tracking customer information with status columns for lead qualification.
Click on Automate at the top of your board to open the automation center.
Step 3: Create a New Automation
In the automation center, you'll see existing automations and options to create new ones. Click Create automation to start building your Storydoc trigger.
From the app directory, search for "Storydoc" to find the integration. The Storydoc app will appear in your available automation actions.
Step 4: Configure the Trigger Conditions
Set up your automation trigger by defining when Storydoc should create a new version. In this example, the automation fires when the Status changes to MQL (Marketing Qualified Lead).
You can customize this trigger to fit your specific workflow by:
Selecting different status values
Adding additional conditions
Choosing specific columns to monitor
Step 5: Configure Storydoc Creation Settings
You'll need to provide your Storydoc API credentials to authenticate the integration. Enter your API Token and API Token Secret in the connection form.
Once connected, configure how Storydoc should create your automated versions:
Select your story template: Choose which existing Storydoc story to use as the base template
Set sender email: Specify which team member should be listed as the sender (must be an active user in your Storydoc workspace)
Define version title: Create a dynamic title using board data like "Proposal for [First Name] [Company]"
Set expiration: Optionally configure when the generated story should expire
Step 6: Map Your Data Variables
Connect your Monday.com board columns to Storydoc variables to personalize each generated story. You can map up to multiple variables such as:
First Name → Customer first name column
Last Name → Customer last name column
Company → Company name column
Custom fields → Any other relevant board data
This mapping ensures that when the automation runs, it pulls the correct data from your Monday.com board and populates the corresponding fields in your Storydoc story.
Click Update Automation to make your workflow live.
Testing Your Automation
Once activated, test the automation by changing a record's status to your trigger condition (e.g., MQL). The system should automatically generate a personalized Storydoc story and populate it with the mapped data from your Monday.com board.
You can monitor automation runs in the Monday.com automation center to ensure everything is working correctly and troubleshoot any issues.