One order board
Each order is a monday.com item with customer, bouquet, quantity, delivery date, payment status and notes.
All sample projects
Sample projectHandmade retail
From first order to invoice in one flow
A small shop selling crocheted flower bouquets wanted to log every sale, send a proper invoice, and know about each new order the moment it arrives.
An illustrative project showing how we would connect these tools. Names are fictional.
The challenge
Where the time was going
- Orders arrived through Instagram messages, WhatsApp and a form, and were copied into a notebook by hand.
- Invoices were typed one by one in a document, so some customers waited a day for theirs.
- The owner often found out about an order hours later, and sometimes missed a delivery date.
The goal
Every order is recorded once, gets an invoice and a customer email automatically, and alerts the owner straight away.
How it flows
From the first trigger to the last step
Each step hands over to the next with no copy and paste in between.
- 1Order form sentTypeform
- 2Item createdmonday.com
- 3Invoice builtGoogle Drive
- 4Customer emailedGmail
- 5Owner alertedGmail
What we built
The pieces of the setup
Single order form
Instagram, WhatsApp and the website all point to the same form, so nothing is typed twice.
Invoice template
A branded invoice with numbering is filled from the order and saved as a PDF in Drive.
Sales view
A dashboard shows sales by week and by bouquet, and which orders are unpaid.
Automations
What runs on its own
5 automations, each one a simple "when this happens, do that".
| # | When | Then |
|---|---|---|
| 1 | A customer submits the order form | A new item is created on the Orders board with all details filled in. |
| 2 | A new item is created | An invoice PDF is generated from the template and stored in a Drive folder. |
| 3 | The invoice is ready | An email with the invoice attached goes to the customer. |
| 4 | A new order arrives | The owner receives an email summary with a link to the item. |
| 5 | Payment status becomes Paid | A thank-you email is sent and the sale is counted in the weekly view. |
- Automation 1
When
A customer submits the order form
Then
A new item is created on the Orders board with all details filled in.
- Automation 2
When
A new item is created
Then
An invoice PDF is generated from the template and stored in a Drive folder.
- Automation 3
When
The invoice is ready
Then
An email with the invoice attached goes to the customer.
- Automation 4
When
A new order arrives
Then
The owner receives an email summary with a link to the item.
- Automation 5
When
Payment status becomes Paid
Then
A thank-you email is sent and the sale is counted in the weekly view.
Day to day
What changes day to day
The owner opens one board instead of three chat apps.
Customers get an invoice within minutes, not the next day.
No order is lost between messages, and delivery dates sit in one calendar view.
Related services
How we would deliver this
A project like this uses the services below.
More sample projects
Keep exploring
Other illustrative projects. Names are fictional.
Free workflow audit
Audit your business workflow
Tell us how your team works today. We'll review your tools and processes, then send you a short, practical plan to connect them.
- A map of your current workflowWhere data lives and where it gets stuck.
- Prioritized quick winsWhat to automate first for the biggest time savings.
- A connection planWhich tools to link, and how.
We reply within 1 working day. No sales pressure.