Proof hub / Workflow sample

Turn webhook, form, and email events into quote-ready Monday.com records.

Goal: when a lead, job request, or supplier message arrives, the business gets one clean board item with the fields needed to quote, assign, and follow up without hunting through inboxes.

1. Lock the handoff contract

The first milestone defines the source event, required quote fields, board columns, owner-routing rule, duplicate key, attachment rule, notification channel, and failure states.

2. Use one canonical event shape

{
  "event_id": "quote_20260523_001",
  "source": "pricing_form",
  "company": "Sample Company",
  "contact_name": "Sample Buyer",
  "email": "buyer@example.com",
  "request_type": "integration repair",
  "systems": ["Monday.com", "Outlook", "website webhook"],
  "priority": "same_day",
  "quote_status": "new",
  "owner": "operations"
}

3. Build the first paid slice

  • Create or update one Monday.com item using a stable `event_id`.
  • Map source fields into quote-ready board columns.
  • Attach the email or form reference without copying private secrets into alerts.
  • Notify the owner with source, request type, missing fields, and next action.
  • Write a run-log row for success, duplicate, skipped, and failed states.

4. Acceptance checks

  • The same `event_id` updates the existing item instead of creating duplicates.
  • Missing quote fields are routed to review instead of guessed.
  • The owner alert links to the board item and includes the immediate next action.
  • The run log can be filtered by source, owner, status, and failure reason.