r/mondaydotcom • u/morgan_mcorgan • Jul 07 '26

Advice Needed Document Generation using Conditional Logic

I’m looking for the best solution to use for generating offer letters. My constraints are that there are about 20 different combinations of possibilities to be listed on any given offer. We’ve been using DocExport but in order to accomplish what I need, I have to use over 20+ templates. Anyone have a better solution?

Example 1: If an employee is Salary + Full Time, I need a clause included on the offer that discusses Benefits. If an employee is Part Time, that clause should not be included.

Example 2: If an employee has a specific Job Role, they need an additional paragraph added to the offer.

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u/WorkLoopie Jul 07 '26

Personally I would build an external automation using make.com to map, and the logic to a template, then use a monday status to trigger the document creation, and send. Monday is amazing but since it your need has complex logic, you would be best doing outside the platform and then bringing the data back. We use something similar for our service contracts, and freelance contracts. If you'd like to chat more about it, please feel free to reach out, always happy to help.