Getting started

From install to the first email takes about five minutes.

1. Install the app

An account admin installs Oceanblok Snapshots from the monday.com marketplace. Every new install starts with a 14-day trial of the Team plan.

2. Add it to a board

Open the board you want to send. Click + next to the board's views, choose Apps, then Oceanblok Snapshots. The view opens with four tabs:

Schedules: create and manage what gets sent.
History: every copy that was sent, ready to open or download.
Trends: status counts over time (Team and Business).
Settings: account-wide controls, shown to account admins only.

3. Connect your monday account

The first time you open the view, you'll see Connect monday. Click it and approve the request. This lets your schedules read the board at 8 in the morning while you're not online.

Snapshots asks only for permission to read boards and your basic profile. It can't change boards, items or settings.

4. Create your first schedule

On the Schedules tab, click Create your first schedule.
Give it a name people will recognise in their inbox, like "Client onboarding, weekly".
Choose the columns to include. Leave groups empty to send the whole board.
Pick when it runs: daily, weekly or monthly, at a time in your time zone.
Choose Excel or CSV.
Under Send to, add email addresses. They don't need monday.com.
Save. The next run time is shown in the schedule list.

Want to see the email straight away? Click Run now next to the schedule. It sends one run immediately and doesn't change the regular timing.

5. Turn on the change summary

On Starter and above, each email opens with what changed since the previous run. For the clearest summary, set these in the schedule:

Track changes in: the status column that shows progress.
Labels that mean done: for example "Done" and "Approved".
Due date column: so items past their date and not done are listed as overdue.