Does this sound familiar? Your data is all neatly organised in monday.com, but you need a PowerPoint presentation for senior management? So you open PowerPoint, manually copy the figures over, format them, adjust the colours – and do it all over again every month. It doesn’t have to be that way. With the right automation, you can create PowerPoint presentations directly from monday.com, at the click of a button, without copying and pasting, and without wasting time.
In this article, we’ll show you how it works, which use cases are particularly common, and how we at Blinno implement such solutions for our customers.
Why is a PowerPoint export from monday.com needed at all?
monday.com is a powerful tool for project management, CRM and workflows. Dashboards, boards, Workdocs – much of this can be visualised and shared directly within monday.com. But the reality in many companies is this: not all employees – and certainly not all managers – work in monday.com on a daily basis. And certain processes – such as review rounds, approval boards or monthly reports – are still handled via PowerPoint presentations.
Typical use cases that we frequently encounter at Blinno:
- Project proposals: An approval meeting is held once a month. All proposals must be presented in slide format, but the data is stored on monday.com.
- Project reporting: Project managers update the status in monday.com, but must provide a monthly export for stakeholders who do not have access to monday.com.
- Management Summaries: Management doesn’t want to click through pages of reports; instead, they want a clear one-pager with a traffic-light status, KPIs and a brief comment.
- Client presentations: Data from the CRM or project dashboard is prepared for external presentations.
In all these cases, there is a lot of manual work involved in exporting to PowerPoint – work that can largely be automated.
How does the automation from monday.com to PowerPoint work?
1. Data source: monday.com
monday.com is the single source of truth. All relevant data – project status, budgets, responsible parties, status indicators, comments – is maintained directly on the boards. It’s important to note that the data must be accurate and well-organised. Whatever is in monday.com goes into the PowerPoint presentation.
Note: This approach works in principle with any structured data source. Whether it’s Jira, SAP, a ticketing system or a data warehouse, as long as the data is structured, it can be used as the basis for generating PowerPoint slides. monday.com is particularly well suited for this purpose because the data there is easily accessible, up to date and clearly structured.
2. Automation tool: Make.com / n8n
At the heart of the solution is Make.com or n8n – both are no-code automation tools that connect various apps and systems.
Make retrieves data from monday.com, processes it, and uses it to populate a PowerPoint template. The whole process can be triggered manually at the click of a button or fully automated, for example on the first Monday of every month.
3. PowerPoint template with placeholders
First, a PowerPoint template is created – in your corporate design, using your structure. Placeholders are defined within this template. Make then replaces these placeholders with the actual data from monday.com.
The result: a fully populated PowerPoint presentation that is ready to present straight away or can be delivered with minimal adjustments.
What can be automated, and what are the limitations?
What works well:
- Text fields containing project titles, status updates, contact persons and dates
- Traffic light colours (red / amber / green) based on the status field in monday.com
- Multiple slides for multiple projects from a single board
- Save the finished PowerPoint presentation to SharePoint, directly in monday.com, or send it by email
- Integration with AI: If there is a long-text field in monday.com, AI can summarise the text and insert it into the slide as a concise briefing
Where there are boundaries:
A PowerPoint slide is an A4 page, and it doesn’t get any bigger. The biggest challenge is dealing with long texts: a text box containing 2,000 characters simply won’t fit on a single slide. You have to make a conscious decision here: limit the number of characters, use an AI summary, or design the template accordingly.
What does this mean in practice?
Here’s a concrete example from our day-to-day work with clients: A company holds a monthly approval board meeting where ten to fifteen project proposals are discussed. All the data was stored in monday.com, but for every meeting, someone had to manually create a slide for each proposal. With automation, this is now how it works: project managers enter their data into monday.com, press a button, and all the slides are ready. What used to take two to three hours now takes seconds.
Here at Blinno, we’ve already implemented solutions like this for a range of clients – from simple one-page websites to multi-page slide decks with AI-generated summaries. If you’d like to find out how this could work for your specific use case, please feel free to get in touch.
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