Will it create duplicate items?

No. PreSorted matches incoming email to existing items first using order numbers, thread history, and board search before proposing a new item.

Can it update multiple boards?

Yes. You choose which boards are in scope for each policy, and PreSorted only reads and writes within that scope.

How is this different from monday.com's own email integration?

monday.com's native email-to-item tools create items from raw emails. PreSorted reasons over the email first - checking existing context, applying your policy, and drafting the reply - before proposing any board change.

Is the connection secure?

Yes. Scoped OAuth, encrypted connections, and a full audit trail on every read and write, managed through PreSorted Hub.

Integrations / monday.com HubSpot

PreSorted + monday.com

Every email becomes a board item , before you open it.

PreSorted reads inbound email, checks your monday.com boards for context, and drafts status updates and new items - so your board reflects reality without manual entry.

See it in action Talk to sales

monday.com Connection

Connected · Scoped

monday.com Connected

create_items update_status sync_context

What You Can Do

Your inbox and your boards, finally in sync.

PreSorted uses monday.com as a source of truth and a destination for action - never a black box in between.

Create items

Turn a customer or vendor email into a new board item with the right group, owner, and status - automatically.

Update status

Move items across groups when an email confirms a change - approvals, blockers, or completions.

Sync context

Pull board context - owner, due date, status - into every draft so replies are accurate on the first pass.

Governed writes

Every board update runs through your approval gate before anything changes. Nothing writes on its own.

Example

A status-chase email becomes an updated board, gated for approval.

A client emails asking for a project update. PreSorted checks the board before it drafts a reply.

1 Read

Client asks: “What's the status on the Q3 rollout?”

2 Reason

monday.com board checked - item is In Progress, 80% complete, due Friday.

3 Draft

"Hi Sam, the Q3 rollout is on track - 80% complete, on schedule for Friday." prepared for review.

4 Propose

Status comment logged on the board item, flagged for your approval.

✓ Approve

You approve. Reply sends, board comment posts, both in sync.

FAQ

monday.com questions, answered.

Connection, governance, and how it fits your inbox.

It lets PreSorted read board context - items, groups, status, owners - during the Reason step, and propose new items or status updates during Propose. Every write waits for your approval.