Stiltsoft

27/08/2026

Working in insurance with monday.com? ☂️

We’ve turned our clients’ best insurance practices into a ready-to-deploy Insurance Pipeline Template - a connected workflow that combines native monday.com features with the advanced capabilities of Smart Spreadsheet.

Here’s what you can do with it:

→ Calculate premiums using Excel-style formulas and VLOOKUP
→ Generate standardized insurance quotes from live item data
→ Analyze revenue with Pivot Tables and Charts
→ Automatically deliver reports to stakeholders and team members

The result? A streamlined insurance workflow that reduces manual data entry, keeps calculations and documents up to date, and brings your entire process together in one place.

Want to see how it works? We break down the complete setup step by step in our latest blog post: https://stiltsoft.com/blog/insurance-pipeline-template-monday/

Excel-Style Advanced Formulas & Live Document Generation

24/08/2026

🚀 Smart Spreadsheet is now fully integrated with the monday.com Template Center!

You can now save complete monday.com setups as reusable templates - including your boards and Smart Spreadsheet views with their formulas, formatting, charts, and other settings. Two-way synchronization with your board is preserved when creating a new board from the template.

We’ve also prepared a ready-to-use Insurance Pipeline Template by Smart Spreadsheet for a common insurance workflow.

It helps you calculate premiums from live monday.com data, generate personalized insurance quotes, and analyze sales, premiums, and agent commissions with formulas, pivot tables, and charts.

Find it among the predefined templates in the monday.com Template Center and try it out!

Learn more about Smart Spreadsheet templates: https://docs.stiltsoft.com/ssfm/smart-spreadsheet-templates-303628481.html

03/08/2026

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:
https://community.monday.com/monday-pulse/post/how-to-track-team-workload-across-multiple-monday-com-boards-7PQKBur8MXWHYcv

Excel-style live spreadsheets & automated reports

28/07/2026

Better reports start with better data.

Learn how to calculate across multiple monday.com boards and external spreadsheets to build more flexible reports.

Read the guide 👇
https://community.monday.com/monday-pulse/post/how-to-perform-cross-board-and-external-data-calculations-in-monday-com-Ka2ANutZMzMkLRC

Excel-style live spreadsheets & automated reports

23/07/2026

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.

📖 Blog post: https://stiltsoft.com/blog/how-to-use-monday-com-for-financial-management/

🎥 Video guide: https://youtu.be/tjEXpVIA620

21/07/2026

We finally shipped one of the most requested Smart Spreadsheet features: Templates! 🎉

Previously, reusing a spreadsheet meant downloading it, keeping a local copy, and importing it every time you wanted the same structure.

Now it's much easier.

Save any Smart Spreadsheet as a template and reuse it whenever you need it. Templates are available across your monday.com account, so your whole team can work with the same layouts.

Perfect for:
📄 invoices
📊 reports
📋 trackers
✅ checklists
…and any spreadsheet you create repeatedly.

📖 Learn how it works:
https://docs.stiltsoft.com/ssfm/smart-spreadsheet-templates-303628481.html

Excel-style live spreadsheets & automated reports

16/07/2026

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.

📖 Documentation: https://docs.stiltsoft.com/ssfm/smart-spreadsheet-automated-reports-284721294.html

🎥 Video guide: https://youtu.be/K05SrQTUwvA

09/07/2026

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.

📖 Blog post: https://stiltsoft.com/blog/dynamic-templates-monday/

🎥 Video guide: https://youtu.be/5g8Tu1IG7eY

06/07/2026

Managing finances in monday.com?
Our most-read guide for finance teams just got an update💸!
See how to manage budgets, track expenses, and create financial reports in one place👇.
https://stiltsoft.com/blog/how-to-use-monday-com-for-financial-management/

Use monday.com for financial management: track budgets, automate accounting workflows, build dashboards, and manage reports with spreadsheets in one workspace.

02/07/2026

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.

📖 Blog post: https://stiltsoft.com/blog/how-dashboards-work-monday/

🎥 Video guide: https://youtu.be/DKvAj9fwsUI