๐ Turn Salesforce data into live dashboards in Confluence Cloud!
Great news! Our free ๐๐ข๐ฏ๐ ๐๐๐๐ฅ๐๐ฌ ๐๐ซ๐จ๐ฆ ๐๐๐ & ๐๐๐๐ ๐๐จ๐ซ ๐๐จ๐ง๐๐ฅ๐ฎ๐๐ง๐๐ ๐๐จ๐ซ ๐๐จ๐ง๐๐ฅ๐ฎ๐๐ง๐๐ app now supports Salesforce integration.
Bring your Salesforce data directly into Confluence, keep it automatically updated, and turn it into interactive dashboards with ๐๐๐๐ฅ๐ ๐
๐ข๐ฅ๐ญ๐๐ซ, ๐๐ก๐๐ซ๐ญ๐ฌ & ๐๐ฉ๐ซ๐๐๐๐ฌ๐ก๐๐๐ญ๐ฌ ๐๐จ๐ซ ๐๐จ๐ง๐๐ฅ๐ฎ๐๐ง๐๐.
โ
Display Salesforce Reports, Opportunities, Accounts, and more
โ
Connect data without coding using a Visual Builder
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Keep Salesforce data automatically synchronized
โ
Build interactive charts, pivot tables, and sales dashboards
๐ New guide: Learn how to create a Salesforce dashboard in Confluence, step by step: stiltsoft.com/blog/salesforcโฆ
๐ Exploring Salesforce integrations? Check out our comparison of popular Atlassian Marketplace apps: stiltsoft.com/blog/connect-sโฆ
monday.com formulas work well for simple calculations. But what if you need cross-item analysis, external data lookups, or calculated values in automations?
Explore 4 native Formula Column limitations - and ways to work around them with Smart Spreadsheet. ๐งฎ
๐ Read the full guide: stiltsoft.com/blog/formulas-โฆ
Two roads. Two workflows. One app. No need to compromise.
With Smart Spreadsheet for monday.com, you can choose how you want to work with spreadsheets and files.
๐ข Smart Spreadsheet view - when you want to work with data:
โข Excel-style formulas
โข Pivot tables & charts
โข Conditional formatting
โข Live monday.com board data with sync
โข Blend data from boards, XLSX, CSV, Google Sheets and other sources
๐ต Google Drive Embedder view - when you want to work with your existing Google files:
โข Select a file directly from Google Drive or enter its URL
โข Open Google Sheets, Docs, Slides and other Drive files
โข Use the familiar native Google interface
โข Edit and work with your files without leaving monday.com
No need to choose one over the other - both views are part of Smart Spreadsheet for monday.com.
Soโฆ which road would you take? ๐
monday.com/marketplace/listiโฆ
If your team writes requirements in Confluence and runs work in Jira, there's usually a manual step in between.
Someone copies the Acceptance Criteria, Definition of Done, or Definition of Ready from Confluence into the Jira issue by hand.
Then the requirements change โ and now the checklist in Jira is out of date. So someone updates it again and again.
We've been thinking: what if AI handled that copying? Confluence stays the source of truth, and the relevant criteria show up in Jira automatically, where the work happens.
We've described how this could work with AI Checklists for Jira: stiltsoft.com/blog/ai-checklโฆ
So, where does your team keep Acceptance Criteria and DoD today, and would you want them synced into Jira?
Smart Spreadsheet now supports PDF export - completing the workflow for creating reusable, data-driven documents in monday.com.
monday.com data โ live formulas โ templates โ PDF
Create a document with live data and calculations, save it as a reusable template, generate it whenever needed, and export the final version as a fixed PDF.
Perfect for insurance quotes, bills, material issue notes, and other repetitive documents you need to send to clients, contractors, or other stakeholders.
Learn more: docs.stiltsoft.com/ssfm/smarโฆ
๐ New in Smart Spreadsheet: Google Drive Embedder! Work with Google Sheets, Google Docs, Google Slides, and other Google Drive files directly in monday.com.
The new Google Drive Embedder is a separate view where you can add a Google file by URL and work with it using its native Google interface - without leaving monday.com.
๐ Learn more: docs.stiltsoft.com/ssfm/smarโฆ
Construction material planning in monday.com ๐๏ธ
From site measurements to purchase quantities and Material Issue Notes:
โ Live monday.com data
โ Safety stock + purchase unit calculations
โ Excel-style formulas
โ Calculated values synced back to the board
โ Cost & procurement reports
โ Automated .xlsx reports
โ Item-specific Material Issue Notes
The idea: keep the board simple while moving advanced calculations and reporting into Smart Spreadsheet.
Full walkthrough + screenshots ๐
community.monday.com/monday-โฆ
Looking to connect #Salesforce with #Confluence?
We compared popular Atlassian Marketplace apps, covering setup, authentication, reporting capabilities, and more to help you understand the available options.
Read more: stiltsoft.com/blog/connect-sโฆ
#Atlassian#CRM#Confluence#Salesforce
How can insurance teams automate their workflow in monday.com?
We built an Insurance Pipeline Template that covers the journey from lead โ premium calculation โ quote โ revenue analysis โ automated reports.
VLOOKUP, live item data, quotes generation, Pivot Tables, Charts, and automated report delivery - all in one connected workflow.
See the full setup: stiltsoft.com/blog/insuranceโฆ
๐ Smart Spreadsheet is now fully integrated with the monday.com Template Center!
Save complete board setups with Smart Spreadsheet views as reusable templates - with formulas, formatting, charts, and two-way sync preserved.
Weโve also added a ready-to-use Insurance Pipeline Template for automated premium calculations, quotes, and deal analysis.
Find it in the monday.com Template Center.
Learn more about Smart Spreadsheet templates: docs.stiltsoft.com/ssfm/smarโฆ
Managing projects across multiple monday.com boards?
In our latest monday Community post, we share a practical reporting workflow from one of our customers.
Instead of creating multiple Dashboard widgets, they use Smart Spreadsheet to combine live data from several boards into a single Master Sheet, then build multiple reports with Pivot Tables and charts - all inside one Dashboard widget.
One of those reports is a simple team workload chart showing planned hours by employee and reporting week.
If you work with cross-board reporting, custom dashboards, or spreadsheet-style analytics in monday.com, this example might give you a few ideas.
Read the full post:
community.monday.com/monday-โฆ
Cross-board formulas.
External spreadsheets.
One reporting workflow.
See how to bring everything together in monday.com.
Learn more ๐
community.monday.com/monday-โฆ
Vacation spending can get out of control fast. The same can happen with business finances.
See how monday.com and Smart Spreadsheet help track budgets, manage financial data, and keep both work and personal finances organized.
๐ Blog post: stiltsoft.com/blog/how-to-usโฆ
๐ฅ Video guide: youtu.be/tjEXpVIA620
๐ New in Smart Spreadsheet: Templates!
Save any spreadsheet as a reusable template instead of exporting/importing files every time.
Templates are available across your monday.com account.
๐ Learn how it works:
docs.stiltsoft.com/ssfm/smarโฆ
Your vacation schedule is full enough already. Reporting shouldn't add to it.
Learn how Smart Spreadsheet automatically generates and sends reports on schedule, so your team stays informed even when you're away.
๐ Documentation: docs.stiltsoft.com/ssfm/smarโฆ
๐ฅ Video guide: youtu.be/K05SrQTUwvA
Your vacation is happening live. Your documents can be too.
Learn how ITEMVALUE() brings live monday.com data into document templates, keeping reports, invoices, contracts, and other documents automatically up to date.
๐ Blog post: stiltsoft.com/blog/dynamic-tโฆ
๐ฅ Video guide: youtu.be/5g8Tu1IG7eY
A cockpit dashboard helps pilots stay informed. Project dashboards serve the same purpose for your team.
Learn how dashboards work in monday.com and how to turn project data into meaningful insights.
๐ Blog post: stiltsoft.com/blog/how-dashbโฆ
๐ฅ Video guide: youtu.be/DKvAj9fwsUI
While you're relaxing and recovering, your workflows are still moving through different stages.
See how Time in Status helps you understand where work slows down and where your team can gain valuable time in monday.com.
๐ Blog post: stiltsoft.com/blog/time-in-sโฆ
๐ฅ Video guide: youtu.be/pCnFqONGYr4
Stop building reports manually in monday.com.
Connect AI Sidekick with Board Email Reports and generate + email professional reports using a single prompt.
โ
Natural language
๐ Charts included
๐ง Send to anyone
โก No dashboards or exports
๐ Blog: stiltsoft.com/blog/ai-sidekiโฆ
๐ฅ Video: youtu.be/8aCFSlTO8Ec
We've updated our guide to financial management in #mondaydotcom ๐
Now includes:
โ budgeting & expense tracking
โ financial reporting
โ dashboards & automations
โ dynamic invoice & approval templates powered by live board data
Read it here ๐
stiltsoft.com/blog/how-to-usโฆ



















