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Our top 10 most used apps in monday.com (2021)
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And welcome to today's webinar. -Where's the presentation? -It was there just a second ago. Hi everyone, and welcome to today's webinar on our top ten most used apps in Monday. And I can already say there are a few bonuses which Thomas here has squeezed in on the end as well. So it's not ten anymore. It's. So this webinar just got better with time. It's like a fine old red wine. So. As as per usual nowadays. It's me here. I'm Fredrik Kastner. I'm the. And a partner at Omnibus. And together with me, I have here Thomas Carlson, who's the CEO and as well as a partner at Omnibus. So. Hi. So much. -Hey. Hey. -So by now, I gather that most of you, because I see your names, that you know everything about us already. So let's not get into a deep discussion about who we are. But instead, let's get into today's webinar because we have quite a bit to go through, right? Definitely. Let's let's move on. Perfect. So the agenda for today, then we're done. So basically we're going to go into our apps. Thomas is going to show us a few things. I'm going to talk a bit about features, usability use cases and so on. We'll end up with a Q&A and as per usual, please, if you have a question already forming in your mind, leave it in the Q&A section and we will either take it at once because it fits really well or we'll just save it until the Q&A section at the end. Uh, and that's that. So, Thomas, why do we need apps in our Monday accounts? I'm not sure if the baby is. It's in the microphone, but let's she, she's really upset right now. Yes. We need apps because that's how we are allowed additional features. That's how we allow the additional functionality. Having having the app framework makes Monday even stronger, Even better. And I don't know about you. I know there's a lot of Monday partners in this webinar as well. I don't think I'm building a single client solution without an app at all anymore. There's always at least 1 -or 2. -Yeah, I would say at least. -Yeah. -So, so they have become really a staple and quite quickly. But it's also we want to do this to promote because there's still a lot of accounts. Who has not found -the app marketplace. -All right. Yes, I know. I actually talked to a client just today, which I haven't talked to in quite a bit. And I was like, do you know about the app marketplace? And they're like, no, hey, let's go have a look. Yeah. So, uh, yeah. So basically apps make a very, very good product even better. That's basically what we're -saying, right? -Correct. So how do we choose the right apps? There's of course, a few things we should be thinking about, uh, in choosing our apps, Right? Yeah. And except the obvious thing that it actually needs to have a function or a feature that we, we need. That seems kind of. Yes. On the nose. Yeah. So, uh, this is. This is not general. This is how OmniFocus look at an app when we review it, when we make sure that we want to include it, we, we have sorry, we, we look at it from a security perspective. How how is the data managed? Does it stay in Monday? Does it leave Monday? Is it encrypted? Where is the servers located and so on, because we want to make sure that we're representing the clients well enough. I'll give you an example. Nowadays we can have a service in the EU. If you don't know about that, reach out and we'll, we'll hook you up. Uh, but you still have apps that are using servers outside of the EU. So if you're one of those accounts that are looking to Monday a specific account in the EU, uh, you don't want to have transfer of data to third country thanks to an app, -right? -Yeah. Especially with the fines coming -with breaking the GDPR. -Uh, that's it. It's not a general problem because the amount of accounts that are in you right now is rather short. But like, like I said, reach out if you're interested and we'll tell you all about it. It's could be a total different webinar as well. We also look at pricing and this is something where we need to understand that the app framework is actually so new. So there's a lot of exploratory pricing as well. I know a lot of apps has been running for free for five months and still not understanding exactly how they want to price themselves. We we're trying to be the advocate of the users here. So we're actually pushing these developers and saying if you don't give me indicative prices, I can't push your apps because I don't want to get a surprise three months down the line. My app, my clients count on us to represent them in a good way, right? Yeah, I know we've had several of those discussions. And also how is the app maintained? I mean, look at the Monday had free hackathon so far. There's some really cool apps. Some of the coolest ones are one offs and the developer just submitted it to the app challenge and haven't touched it since then. And that's not really the kind of app you want to have in your operational critical workflows. No, really, I'm thinking of one especially that I was rather sad that it didn't get developed -properly. -Yeah. So so we we're trying to be I know we develop apps as well and we obviously hold ourselves to the same standard, but this is not to push our own apps. This is this is because we we started as, as normal Monday developers and that's what we are primarily we really want to make sure that the quality of the app framework keeps up to what the clients expect because we have a bunch of enterprise clients and they need enterprise solution quality. Yes, indeed. So with that, here we have a bunch of logos and I do recognize well, all of them actually, but I have been using them quite frequently. But but here they are our apps, right? Yeah. And and this is this is the ones we're going to be talking about. And these are there's no particular order. It's not this is the best app. This is the second best app. This is apps that are we see them being used more than other apps when we solve client problems. Uh, the top cluster is about a bunch of Monday apps with the with the Outlook Gmail, community hub and item card. We have some collaboration item apps with the Doc online docs and Miro. We have some data maintenance apps and then we have some really strong project management apps from Boston Bruins and his gang. And then we have one of the oldest, like most well developed apps in the Monday app infrastructure being Doc again, of course. And then we have two of our phones where I think conversations has more use cases than funnels, but funnels is very important when it actually is needed. But the idea is that we're going to be deep diving into all of them, see how they look and feel and when to use them. -Awesome. Well. -I guess I let you have the screen and you'll take us on a tour, right? Yeah. -Awesome. -There we. Go. It's open in browser window. There we go. Almost done. Are we? Are you seeing me? Oh, yes. Cool. So see me? So we have set up a board. As you see, this is a shareable board. So you'll get this as part of the recording. Afterwards, you'll have all the links and everything. So you don't need to take notes. You don't need to remember anything basically. And from full transparency, of course, we have links to all the pricing information as well because that's super important that you know what you're what you're doing. We're going to be ploughing this upside from top to bottom. So the first out is the item card, and the item card is a Monday own developed app. So that's why these ones don't have any pricing because they're Monday Native apps and I have a bunch of different demo boards. So I choose this one -for for this. -Well, the item card. Yes. And this is a very simple, very simple CRM system that we are that we have as a demo. So the item card view which press on the update button, the item card view, I haven't been in this account much. I usually play at 80%. In the item cart view gives us a glance view of this opportunity. We can get all the important columns. We can rearrange them any way we want. It looks almost like I prepared this one. So this is the general information. Connect to boards mirrors. Don't show up here. Formulas don't show up here. And there's a few other columns that don't show. You can see which ones are compatible and which ones aren't compatible. So these are these are all mirror columns. Most of them in this case. This is a location column. No, it's actually a mirror. I'm sorry. So the mirror and the connect board is not supported right now. This is being developed. I can tell you that this is going to be we should have waited with this one in like a few weeks. This item card is going to be amazing. We'll be able to create sections, group stuff up and and have so much they really, really have put a lot of love into this product. Basically everything you have dreamt about. And then yet more. -Yes, yes. -But but to but we do have kind of sorted the connectivity -and mirrors, right? -Yes, but we are and we even have it even further. So just to show you, we have we have sub items here. Those are the sub items showing up here. Again, formula columns are not supported. That's why we only see three columns here. This is the company, it's the client project, the context. We see all of them. And what's really nifty is that we can actually do column column restrictions on viewing here as well, right? So we can make sure that we only have -the columns that we care about. -Which is so good. Yeah. And obviously there's so many use cases for this. We have with the release of the item card, we have become more and more strict on how much information we're actually showing in the table. So we're reducing the amount of columns all the time because most of them can be accessed through the item card, which is actually a much better experience. Yeah. And it also decreases the load, right? So you get might get even better performance, right? Because you don't have to load everything in your like -menu. -That's very true. And also as you see nowadays, Monday remembers what card view you had up when you when you close it. So it will open in the same one. Also when you jump between items, it used to default back to the update. But I can tell you that this is this is a staple of every single build. I want to show you something really, really cool as well. We have with the long text. If we add a long text column here. Yeah. So this is the long text. It can actually be tweaked and you can have it really well provided. So we're actually developing a board right now in house for all our content, right? And when we look at that item, we actually have the full layout here. And we also use when we have onboarding or hiring processes, when we want to look at everything from like how the actual document will look like. We have it the same way and item card. Yeah, and this just gives me so many ideas of what I can do and how I can integrate with certain -things. -Yeah. -Uh. -But I really, really, really want to. I think we need to move on, though. I think we actually do. But one thing we could mention is that you can of course, rename the tab and you can even make it a default. You can do that on all day item cards except the default ones. Yeah. Yeah, Yeah. So let's see of item or item -views. -Yes. So let's jump into the, the the community hub. The community hub. You usually want to call it CRM or something like that. And yeah, this is a proper CRM view. I. I have done a bunch of activities down here. So you see, we have emails going back and forth. I have a phone call. I can have notes to that. I have a note. I have an email I can track. From now on with communism, we can track open and we can have nested discussions. We can see if it's open opened. As you see, I'm emailing myself since this is just a demo example, it's quite cool how it's been developed now because if we go into and we'll create a new email, I have three different contact people connected here. Their email addresses is nowhere on this board. The email addresses are just in the other contact board. Still, they're being shown here as suggested two addresses where I can just click on them and add them to to the to the email. Right. I said my subject and I write my email. Really good language. I even press some other wrong buttons. So my whole page reloaded. -I have no idea what I press that. -Was command or. Command. R that that was quite agile for my fingers too. Yes, I was like, good, good hustle. Yeah. So there we go. My email signature is already in here. I will show you some of the settings in a while. We can have some events. We can add, phone call meeting, task or others. These will become proper events when we add them. We have a activities board which all of them are being added to with the note that we put up so we can actually have rules here as well in this board. And this is managed natively by Monday. As you see here, sneak peek. Now they say add the duration of the activity manually, but in the future they will have automatic duration because it's also part of the new calendar initiative. Right. So there's some some stuff planned around this one as well. Yeah. So the settings, the settings are you just do your connected accounts. You can log all outgoing emails even if you don't start the email from here by just seeing this email you have here. Uh, and if the if the contact doesn't exist, you can actually choose to create the contact in a specific board. And this is the email that you column that should be filled out. You have some automations right now. They're all about incoming emails. But if I'm not mistaken, outgoing emails through the Outlook or Gmail integration. In the next version, they will be tracked in this one as -well. Yes. -Uh, and for all of you who don't know, you can easily set up in either your email client or in your web client a rule that says that you should always pick a certain address. So it will be a standard so you can't miss out on it. It's easy to do both in Outlook -and in Gmail. -Yeah, and the signature you can do with simple or HTML based. You can remove email branding if you're on higher tiers and you can also specify email addresses like your spouse or your partner that never should be tracked and displayed. And you also have a really cool feature, uh, which is here. Sorry. So do I want to share my emails with the rest of the people? Yes. From full transparency in a proper CRM. You want to, but if you're a bit private, you want you could change to this radio button, but then you're not building a company CRM. No, because the main idea is to actually share the information so someone can go on vacation and the rest of you can actually -take over the work, right? -Yeah. And. On. Other than that, we have the Gmail and Outlook integration. I've actually made them into one because they work exactly the same way. It's just two different services. The big difference being with Outlook, the default signature is not carried over. So this is a support email and support board. So we have a form where people can support submits support requests. And I actually wanted together show you how easy it is to set up an auto reply. So either Outlook or Gmail doesn't matter using Gmail because of we being a Gmail company. Yeah. So I want to do I do this one if I have an automatic status, get the trigger. But it's right now, let's say when a new item is created, send an email to someone I select, you get to select your account and it's quite easy. So who's the someone? Yeah, that's the email column. And what's the email? And you get to compose it here. And the name of the person will be the item name. Thank you for submitting your your. Hype ticket. Uh, we will get back to you shortly. Kill a chip. At the board. Right. If you want a really easy way to give people a ticket number, all you do is you add the pulse ID or the item ID, and we go back and say, for this item ID. Okay. Update Let's make it. Let's fill out this form real quickly to see what happens. Oh. Why did we do so much? Many required -fields, Frederick. -I don't know. I didn't build this one. But now everyone gets your information. That's perfect. If you want to contact Thomas, please do a print screen right about now. You know they'll get their recording, right? Yeah, I. Do. I'm usually the one sending it. Uh, let's do a technical. That's. That's blah, blah, blah. And then let's do Lorem ipsum dollars or whatever and no file and submit. And. We already sent the outgoing email saying, Thank you. Hey, I'm with us. Thank you for submitting your technical ticket for reference. Your ticket number is. That's it. -Perfect. Easy. -Yeah. And then you can obviously you can build this on status triggers. You can have email automation, you can build this any way you want. And a next iteration of community hub, it will be it will be integrated in community hub. Yeah. So, so and you can build out with several triggers so you can stagger emails going out, right? Yes, exactly. And you can have one status changing another date. So when that date arrives, it's just another status, that's another webinar and so on. How to build a marketing automation engine in Monday. If you want to know that, please let us know if we have enough interest. We'll definitely set it up. Cool. So let's look at some collaboration. -Documents. -So on line docs. Yeah. Uh, hopefully. Yes. Uh, so this is, uh. This is actually, I just took a board in the. In the PMO solution. If you guys haven't checked it out, make sure you check it out. So online docs gives this project Alpha some projects, specific documents that we can work together in. And as long as they're in one of the online services, they are available, as you can see here, like hint, hint. Um, and yeah, just for some differences, we, we can also do a full presentation inside this online doc and when we now it open full screen for me, you probably don't see it because I'm sharing one. -Yeah. -Correct. So we're opening. Yeah. But everything. I just want to show it. Everything is movable because this is this is proper online documents, right? Currently using G suites. Google Drive. Yeah, basically, it's the embedded full force of the G suite, right? Yeah. And make sure that you run this in full screen and you're good to go, basically. Awesome and it supports a bunch of different services. Miro is we're going to show it differently. If you use online docs for Miro, it becomes read only. So you really want to use the the Monday app specifically for Miro. There are so many board views in these proposed solutions. So. The Miro board view. It gives you let's open full screen. It actually gives us a a view straight into one of our whiteboards where we can start building. We can work it. I can tell you this is what when we do exploratory sessions with our clients, this is how we how we understand and map out their different processes. And it's super, super nice as a service. In this case, we're actually looking at a CRM solution. And we had a sales process up to the handover -to operation here. -Yeah. And Miro. In short, it is a flowchart creator. Yes. And let's just from full transparency, guys, you actually have a free tier. We we are still being we are still managing this on a on a team account. So, so the mirror service is it's a good service, right? It's worth every dollar. Yeah. But you can also reuse your whiteboards if you want if you prefer that. So that's the collaborative documents. Now let's move into the project management backbones, the the apps that has made Monday into a project management powerhouse. The apps. I have never seen a project management solution go -without. -Yeah, no, it's one guy. He's his name is Bass. He's with us in the webinar. I saw him the participation list. His his solutions is awesome. I'm sorry about the Swedish, but it's not really the important things here. Right? Yeah. So this is a project overview. I have a few things. If I do a new project. If I select planned, I have an integration. I have a bunch of integrations here. But right now I want to see when status changes to planned create an auto ID, starting with one in this format which we will see and with a minimum of three digits and press present to answer here. So when I change to plan I will get P003 as the project number. It's a super, super, super small app. It's worth every every penny. Well, it's actually a one time cost of €37 and then you have no limitations after that. So for the whole account, €37? Yeah, that's basically two lunches. Yeah, Just get it. Yeah. Yeah. And the next one is probably one of my favorite ones. And, and it has been named R&B within our within omnibus, so we don't say the full name. If you ever hear us say R&B, you know? Exactly. It's. It's roll up multiple -boards. -Yeah, I'm just specifying. It's not R&B. That's something else. That's the style of music. We're saying RMB here. Very valuable inputs. Thank you for that. Yeah. -I know. I contribute where I can. -Yeah. So I have different Project Temple templates, two different ones, one for implementation, one for marketing projects. Let's do an implementation project because that's the only one I've prepared. And, and what it, what just happened is that R&B created a new project board based on one of our templates. And through this link I can now go straight into the board. And this is the board. So if I say that this is done, this is done. I you see, I have some different dates here. If I change this date and I put it in February, you will see that once we go back the the timeline on the main item, we'll start on February. But I also want to show you, if I do warning here, I have done some really cool stuff in. So this one changed to February and I have warning because R&B has a really, really cool rag status. So if I have three warnings, it will say critical. If I have one warning, it will say warning. Otherwise it will say, okay. So let's go back to the project plan and mess everything up. Obviously, we would usually do a rule saying like two days before the end of the timeline, change the status to warning automatically. So that's part of the the template. But we can't really show that now because I don't want to wait a bunch of days till the automation kicks in. And now it's critical, right? And I have my progress of the whole account based on the done status and it's. Quite instantaneous as well. So let's say I go in and I finish off all these tasks. It will change to all. Okay. And 100%. And I can mark -this project as done. -Yeah. So this is a. Great use case for basically getting that project overview board and a really and gritty level detailed project boards, but still basically rolling up all the information you might need into that space where a project manager might want to live or higher tier -management and stuff like that. Right? -Yeah. And then and you know what? This timeline here, we never change it. It will be automatically updated. But you're still going to a Gantt view and see my different projects here. -Yeah. -On a very high level. Yeah. But quite a few times. That's what you want. You want -don't want all the steps. -Yeah I, I pricing for this one. It's €179 per master board. So every overview board. Uh. That's to give you a. That's roughly an hour of a minute's time. If we were to build this, let's say, an integral mod, you will be spending at least 20 hours of billable time on us. -This app is so worth. -Yeah. -It saves you a bunch of money. -Yeah, it does. -Yeah. -So. And then we have the start and end timer. Or start plus end equals time line. See you. Where did I put it? Yeah. Uh, did you? Nope. I did have an idea. Oh, yeah. I put it here. -Sorry. -So this is. Let's call this a contract board, right. Let's look at the main board. So I have a timeline over here because I want a grand view of all the different contracts bands for Avengers Tower and Baxter Building. So, yes, really, really good contracts we have here at Omnibus. -I would say. Yeah, I. -Have to phone Tony later on. So so this is I want to have a view where I can easily see the start, end and the span of my contracts. But we have noticed that a lot of people, they are not happy interacting with the timeline, especially when you need to do longer timelines. So let's take this one, for example, if you have to go back further. Yeah. And then it's still like a little iffy working it. And also, uh, yeah, so what you can do is you can just make a let's make it a new item just for clarity. New item. I have a start date. That's today. No timeline. I have an end date. That's end of the month. I have a timeline. And you can set up the integration if you want it to go date to timeline or timeline to date. Obviously you don't want to create the loop, -so you pick one. -Yeah, that might be fun otherwise. Yeah. But these free together because will will make life so much easier. I can't really remember. I think it's like €19. No, 34 again, one time fee. So I think that all of these apps are very well worth it. We we use them all the time. I haven't had a single client when showing the power of these apps inquiring about the cost. They're like no no super happy about about the app and all the time it saves them and a good use case for the start and end timer is when you do excel imports right and you but you still want to have it as a timeline in Monday as well. So you import from Excel into a start time column and time column and then you have the integration automatically populate the timeline column and then once you move them away, you just go with the timeline or when you have longer time spans. Our clients tend to appreciate setting the start time and the end time in date columns rather than the timeline -column. -Yeah, I mean like contract is really a good example, so sifting through years might be tough. -Yeah. -How are we doing with questions? Are we? Everybody is like super informed and there's no questions. Yeah. So far people know everything, so. Or they are saving it or your presentation is just on the nose, I guess. So everyone gets all the information they need. So let's jump on. -Yeah. -So the next one is Mr. Sammy. Dr. Jen. One of the, like I said, one of the older third party apps in, in the app infrastructure. I think, to be honest, you even got to play with the App SDK before it was publicly available. Uh, but yeah, that was, that's a really cool app. So yeah, the use cases are so many, I, I, I won't add all of them. You have doc agenda IO they have so many examples for you. They even have templates already built out. So what does the app do. It generates a word file or a PDF for you and it can use dynamic data from the board either as a table in a document or to fill out placeholders in one documents represented by the row. We have started to build a lot of systems with offer letters, appointment letters. So that's actually what we're looking at right now. And and the keynote. -There. Now you're back, I think. -Yeah. So I get the red thingy, so I know that I disconnect. So I stop talking. So the keen I would see that I actually used if you go into Add and you go to the choose from templates, see more templates and you can actually you have doxygen templates that you can use to get you started. And each and each of those boards has a direct link to relevant troubleshooting or instruction pages. So like I said, we have started to do a lot of h.r. Onboarding recruitment bills. Currently we're using Monday sms for career pages, so it's only natural doing hirings. So let's look at the settings a little first. Right. So we have induction, we can generate the documents either into this interface or we can have it attach the file to a column. I can have it being sent out to people, to an email column so we can automate sending the offer letter to the candidate. But for the purpose of this demo, we're just uploading it to a file column. I can give a naming convention offer letter, this would be the item column and this would be the job position column. I upload my document so I can look at so. So I have it. I can't. No, I can't open it right now -because. -Of software -limitations. -You want it to generate a word file or a PDF or both, or a rich text. In this case, I just wanted the PDF and if. -You. -And that's for generating an individual item, I set up a simple integration. When that button is pressed, generate the document based on this view setting. So this would be the name of the view and this would be the settings. So if you have multiple versions, you just add different doxygen views and you name it accordingly. So you can reference them in your integration. -Right, Easy enough. -Let's look at this in action then. So Bob Pavlov, we want to offer -you a job. -Doo doo doo doo -doo. -I did test this earlier. But that's so true to form. Always. You test, then you test them. Yeah, it works fine. And then, uh. -Yeah. -But I can attest to that. -It works. -Yeah. But anyways, let's, uh, let's go with Jim. So Jim already had one generated just as a backup. It's typical, right, when you do a demo. So, Jim, with all his data, the date of the generation there, Jim reported to your manager, Thomas Carlson, that was the person column, a very, very low salary and my thing. So I can actually put dynamic data in here. So you see, it's pulling me, it's pulling the salary, it's pulling the position. And now Bob's document is there. I was just a little impatient. And you can obviously do whatever you want with this template. I want to say another use case that we actually have is inventory. So you have a lot of places where they need to do inventory on a regular basis and record how much stuff they have. Uh, actually, we done it even for gyms. So some gyms are using money from an to make sure that they are count. They have this correct count of all the different weights. And then you have a table with all the items that need to be inventoried and you have a numbers column with the quantity instead of generating one document for the row. That's when you want to use the ability to have the full table being inserted as a part of a text, file, a text document, and then it will sit here as a snapshot saying at this time, this is the quantity we had. And then every Friday we do an inventory and we probably have exactly the same numbers each week. But as soon as it changes, we will know and then becomes so on. There's a lot of different use cases. Obviously. Frederick, who built a lot of CRM systems, uses Doxygen to generate a quote and also even going as far as generating the actual agreement and contract. -Yeah. -Exactly. So we use it when you don't have a standard, some digital signing solution, we can do contracts that way. As you said, quote us very a very common use case in our CRM to basically by the press of button just send -it to the client. -Yeah. And very, very generous pricing for the functionality that's provided. If you don't generate more than 100 documents per month, which I think that. I'm sorry, Sammy, but I think every single client we have help with oxygen is on the free tier -because. -They're not. Doing the volume, but they're loving the product. Uh, but obviously they just need one template. So if you need more templates, you will get up to the basic one, but it's still like it's very, very good pricing. Um, if you're looking at a real signing platform, you're looking at such other type of cost and you would be paying this amount per user instead of for the whole -account, right? -Yeah. Then quite commonly, somewhere between like 30 and $50 -a month per head. -Yeah. Yeah. And there's probably a bunch of other stuff that we haven't mentioned because I know we can do a lot more, but we wanted to really show quantity and not deep dive into one one of the apps too much. -Yeah. -With that said, let's move on. Yeah. So I think the next one is super, super niche, but even if it's niche, we're using it a lot. Uh, so it's update with Excel slash CSV. So I have a board over here. I can tell you this one has saved my life a couple of times. All you need to do in order to make this work is you just add the item ID column. As long as you have the item ID column, you can always redo an import. So if you have imported something, if you want to change something in this case, I'm going with a very slim product list and this is what I have. I want to change something. So I've actually downloaded this spreadsheet. I sent it to Fredrick, who doesn't have access to it for some reason. He changed some numbers and he sent it back to me. I go into the update with Excel. I, I have a quite an easy press of a button. Usually. I don't know where my document is. Never mind. It's not on this computer anymore. -I. -But fair to say, it's basically what's going to happen is that it's going to load up your document and tell us these are the changes I'm going to make for you. Are you okay with them? And then you press the big okay, button your. -Let's let's. -Do this quickly. Right. Because it's not that complicated. Uh, export ports Excel. I don't need to update. -Right. -The board is being downloaded. Let's push it into Google Drive. I open it up in Google Drive because now you really get to see everything. So prize is not the real prize. We're doing 250. And the margin then becomes 40. And this one here actually has 120. So that becomes an 80. Obviously, I don't really care about what I'm doing. I'm just changing some numbers. Right? So let's download this into the spreadsheet again, Excel, and let's see if I can find it easily Open file. There we go. This is the new one. Open. And you see it's marking my different changes. Really super easy. Identify two changes apply. Everything is good. My new numbers are in the board. Yeah. So not importing new rules. Updating the already the items that are already there. So when you need to change a lot of stuff -in bulk. -The keen eye probably saw that I changed these to values in the spreadsheet. I did. But when I had a re when I read it back, it didn't show as an update because it's actually a formula called. So that's why I didn't register as a change in that view. -Correct. -And obviously you can do this for imagine if you have like 600 leads and oh, what happens? A lot of the time I have to throw the colleague little under the bus sometimes Vigo. He forgets the region of where the lead is so he needs -to complement the lead list. -Yeah, it's been known to happen. Yeah. -Yeah. -And before we had this app, he actually had to build a scenario in integral Math that went through all the items and updated the region for 500 or 600 items. And then we had burned through our monthly operation limit. Uh, no, no, it's so much easier. So this is definitely, definitely a very niche app, but when you need it. Oh, my God, it's it's, it's it's very needed and it's so helpful. -They have. -To. Yeah. So the pricing is $19 per month. Yeah. And it's per account so it's not user. So two minutes left. Yeah. So hopefully most of you have already seen them, but let's take -a look. Yeah. -So I wanted to make a. -Really, really. -Really crazy example for conversations. So and it gives me a possibility to push our time -reporting app. Okay. -But we just. -Might plug it, right? -Yeah. -Yeah. Right. -So. So this is our time reporting app in the main table. I have reported a lot of time, so I have a few of them that are with comments. Right. So this is my updates here. This is an update here. All of them are being linked together. And right now I want to check the CRM project. So I go into my project list, CRM. As you can see, we have two updates here. But if I go to my conversation, I will actually be getting. I think it's like, yeah, it's like 100 linked items and I'm getting all of them in one view. So so basically everything that is connected to the CRM project will link it, its updates straight into it, which means basically you don't have to be going jumping around to find your updates. You will have all the info wherever you are because it works in reverse, right? -Yes. -And you also like these are two comments on statuses and it still pulls that through as well. But I want to make it even less. I have one even harder. So you see, here we are. So this is the CRM client project, right? Let's go into clients. Clients here. OmniFocus is linked to a lot of projects, including the CRM project. To the level of information that's being aggregated now is crazy. So we get this. So we have from the CRM project level, we have we have this. That's also a pro tip with this app. Make sure that you have big milestones, have an automation, create the updates. You get direct feedback at at high project level about covering that milestone. And also, as you see, this is a totally different project because Omni Consulting is linked to a different project, right? And this was still the ones we were looking at earlier. So I had like 200 items being pulled into one project. I had eight different projects being pulled into this item. And all of this is aggregating. I used the time reporting app because I felt the volume was super cool. But imagine doing this as a project with granularity where all the projects are linked together. You can get so much data through. If you do this with your CRM, you will see all the contact comments and correspondence. When you look at the company from the Conversations tab as well. Yeah, or you look at the deal and you get everything from both the company and the contact. So the possibilities here are endless. And I can tell you I don't do a single CRM build -today where it's not included. -It's $798 per month, one month for free if you buy for the whole year. -And final. -Count. -Yeah. -Very good. And the final app is the traditional and beloved -funnels. -Which is also great for a -variety of use cases, actually. -Yeah. So in this case we have a super simple CRM opportunity workflow. We have our deals, we have pipe negotiation quotes, signed steps. I want, I need to understand how much money I have in the different stages and how much drop off I have. I go to my funnels view and it got me covered right? Yeah. And here we can easily see how many deals are we dropping at certain stages. So we get our percentages, get it nice and easy, nice and clean. It's a normal false, but we have another use case for it as well. I don't know if you have it with you today for us, but we can also use it to track our interactions. For example. That's quite commonly how I also use it in a CRM so I can as a sales manager, it's quite important to for me to see how do we jump between interactions with clients so I can basically tailor the best path to a signed contract. In the end, -hopefully. -Yeah, I. Did not put. So the funnels include two views, includes the sales funnel and the journey view, which is the one Frederick was talking about. I actually just focused on the, on the sales pipe just because of the time aspect as well. And it's also the part that is most unique. And Funnels has its own webinar. Please don't check it out. Yeah, it's on. We actually have it on demand, right? -Yeah. -So you do your settings, it can do it. You can work with formulas as well, unless it's too many. If arguments we are still enhancing the formula support because you need to do that manually or purposefully and create your own formula library. And we get on every stage. We get information like how much drop off value percentage items, and when we click we can see the actual items, how they move, what they are, which one is it? Uh, and yeah, so this is, this is one of the better ones. It's actually during June is getting a dashboard widget. So if you have your sales steps or you want to track something over multiple boards, both for the journey and the funnels, but the funnels will be first out during June, we will have a dashboard with it and pricing $19 per month, one month for free if you buy the whole -year. -And it's also accounts. You can use it on however many boards you like and everyone can use it. -So cool. -So we're going to have this shareable view. This is going to be sent out with you, everything. So you get the name of the app, you get the name of the developer link to where you can install it. As you see, all of them are in the marketplace and then you get the link to the pricing. You don't get the link to my demo accounts obviously, but all of this will be provided to you. With that said, I'm giving the screen back to you. Thanks for that. And we actually have a couple of questions because we are going straight into the Q&A because we are notching a bit on your time here. And actually, Deb, uh, yes. Was asking, do we prefer using Docker gen over for quotes over E quote? Uh, I can say I haven't worked much with it at all. Or actually not at all. So I couldn't say so much. -You might be able to give a better answer. -I mean, if I just want to do quotes and I want something purpose built and I don't want to customize it in quotes is good, but I you don't get the freedom you get from Docker gen in in making your template look whatever you want, pull out or whatever you want. There's still a lot of like how the document looks in the end. Right? That is a little restricted in that sense. Yeah. But that said, E quote is still a good app. -It's just. -Not. Usually when we do document generation, we don't only do equal quotes, we do a lot more. And then why install two different versions? That's when we do doxygen because it allows us to do all the different aspects. Basically one app to handle it all. Yeah. And Dimitri asked about when is the time reporting app going to be rolled out. Yeah, I think every the whole world is asking us about this. So we actually have a really, really aggressive time roll roadmap for adding the missing features right now. You can report time, you can request that beta access. Should we send out the link with the documentation? Fredrik afterwards with the email? Yeah, it seems like it's always a popular one, so I'll make sure that my team will include the beta access, uh, submission. Just fill out the form and we'll handle you once we get it. Yeah, but Dimitri, just to give you an idea of the roadmap, so what we're looking at is. You're going to be able to plan time. We're going to be able to manage vacation and holidays and get that as blockers in the timeline view, we're looking at attendance tracking as a start and stopwatch thingy and obviously managing bigger load of boards. And we're looking to have a at least submit it to the App store before mid of June and hopefully we will get a super quick review and we'll be in the App store by the end of June. -So basically mid-summer. -Yeah. And so the data access is free. Once it goes live, you don't need to reinstall, but you could fall -into a 14 day trial. -Yeah. And we can tell you right now it's priced at 299 per user and that is the number of users you have -in the account. -Yeah. Number of seats? -Yeah. Correct. The number of. -Seats. -Cool. -Um. That doesn't seem to be much more questions. But I wanted to plug this a bit, so please do stay up to date with our upcoming webinars are digital tips and guidelines, monthly updates and so much more. We are striving to build out a really great content hub. Uh, please go on to our website. W w w dot Omni Tassie and sign up for our newsletter. It's all in English so you don't have to worry about any weird Swedish -popping through. -Um, sorry. Because of this, this is actually to, to promote the app framework and the app store. So I know there's a lot of partners in here. If you have some upcoming stuff, webinars or whatever. Go ahead and plug it in the chat. Feel free because this is this is to promote everything app related, not only omni. Right. So go ahead. -Correct. -If you have anything, uh, and all you app developers, we will be reaching out to all of you very, very soon for other reasons. Uh, with that, we. Are really looking to strengthen and increase the install base overall from Monday apps because we think that and we agree with Monday, this is the future going forward. Yes, Monday can't do it all. They can't have all the ideas, but together we can build something really, really, really great. Uh, with that said, there doesn't seem to be much more questions going on here. So from me, from Thomas, from Omnia and from probably all the app developers as well, I greatly thank you for listening in today. Uh, this webinar will be on demand on our website later on and all of you who are here today will of course get a link as well so you can watch it again and as well with the board and the beta access for uh, the time reporting app. So if you have anything, you can now see both mine and Thomas email addresses on the screen. So if there's any questions or something you didn't dare to post right now, please do send us an email and we'll help you out. With that said, take the best of care, all of you, and have a great evening -or the rest of the day. -Have a great day. Bye.