User Guide

Copy data from one or multiple columns, combine with custom formatting, and paste into any target column

Introduction

Copy Paste Master is a powerful Monday.com app that enables you to copy data from one or multiple columns, combine it with custom formatting, and paste it into any target column.

Core Capabilities

📊

Item-Level Operations

• Copy from item columns to item columns
• Copy to mirror columns
• Copy from mirror columns
• Combine multiple data sources

⊟

Subitem Operations

• Copy between subitem columns
• Copy from items to subitems
• Copy from subitems to parent items
• Batch update all subitems

🔗

Advanced Features

• Custom text formatting
• Multiple column combinations
• Formula calculations
• Mirror column support

⚡

Automation Triggers

• On column change
• On status change
• On item/subitem creation
• On name change

Note: Not all column types are supported. See the Supported Columns section for details.

How to Use

Copy Paste Master provides preset automation recipes that you can configure directly from your Monday.com board’s Integration center.

Finding the Right Recipe

The app offers multiple integration recipes organized by use case. Each recipe is designed for specific column combinations and data flows.

Available integrations

💡 Pro tip: Start by identifying your source columns (where to copy from) and target column (where to paste to), then select the matching recipe.

Use Cases

1. Item to Item Column

Copy data from item column(s), combine with formatting, and paste into another item column.

Overview

Available Integrations

✓ When item name changes, update item value(s) to item column using format

✓ When an item is created, update item value(s) to item column using format

✓ When an item is created, update item value(s) to item name using format

✓ When column changes, update item value(s) to item column using format

✓ When column changes, update item value(s) to item name using format

✓ When column changes and status is something, update item value(s) to item column using format

✓ When status changes to something, update item value(s) to item column using format

✓ When status changes to something, update item value(s) to item name using format

Use Case: Combine Task Name and Due Date in a Summary column

Example Board:

Available integrations

Example

Real-World Example

Scenario: Create a Summary column combining Task Name and Due Date Available integrations Setup:

Trigger: “Add Summary” status changes
Source columns: Task Name, Due Date
Target column: Summary (text)
Format: Task: {Task Name} | Due: {Due Date}

Result:

Task: Design Homepage | Due: Dec 15, 2024

The Summary column automatically updates whenever the status is changed to trigger the automation.

2. Item to Mirror Column

Copy data from item column(s) and paste into an item mirror column.

Overview

Available Integrations

✓ When column changes, update item value(s) to mirror column using format

✓ When status changes to something, update item value(s) to mirror column using format

✓ When item name changes, update item value(s) to mirror column using format

Use Case: Combine Task Name, Client Name, and Due Date in a Notes mirror column

Step-by-Step

Configuration Steps

Select Trigger

Choose the item status column and specific status value that triggers the automation


Example: "Add Notes" status

Available integrations

Select Mirror Column

In the item mirror column field, select where data will be pasted


Example: "Notes" mirror column

Available integrations

Define Format

Add columns using “Auto populate fields from board items”

Combine multiple columns with custom text


Example format:
Task: {Task Name}
Client: {Client Name}
Due: {Due Date}

Available integrations

Activate

Change the status to trigger the automation

The mirror column will populate with formatted data

Available integrations

3. Mirror to Mirror Column

Copy data from item mirror column(s) and paste into another mirror column.

Overview

Available Integrations

✓ When mirror column changes, update item value(s) to item name using format

✓ When mirror column changes, update item value(s) to item column using format

✓ When mirror column changes, update item value(s) to mirror column using format

Use Case: Combine Task Name and Budget mirror column into Notes mirror column

4. Mirror with Formula Calculation

Copy numbers from mirror columns of multiple connected items and calculate using formulas.

Overview

Available Integrations

✓ When column changes, copy date from mirror column of multiple connected items and calculate formula

✓ When column changes, copy number from mirror column of multiple connected items and calculate formula

Supported Formulas:

Sum
Average
Minimum
Maximum
Count

Performance Note: If you connect multiple items, processing time increases. The app needs to fetch and calculate data from all connected items.

Step-by-Step

Configuration Steps

Select Trigger Column

Choose a status column to trigger the calculation


Example: "Calculate Budget" status

Available integrations

Select Source Mirror Column

Choose the mirror column containing numbers from connected items Available integrations

Choose Formula

Select the calculation formula:

Sum: Add all values
Average: Calculate mean
Min: Find minimum
Max: Find maximum
Count: Count items

Available integrations

Select Target Column

Choose where to paste the calculated result


Example: "Average Budget" number column

Trigger Calculation

Change the trigger column to execute the formula

5. Subitem to Subitem Column

Copy data from subitem column(s) and paste into another subitem column.

Overview

Available Integrations

✓ When a subitem is created, update subitem value(s) to subitem name using format

✓ When a subitem is created, update subitem value(s) to subitem column using format

✓ When subitem name changes, update subitem value(s) to subitem column using format

✓ When column changes, update subitem value(s) to subitem column using format

Important: For subitem operations, you must use Column IDs in the format field instead of the auto-populate feature.

Use Case: Combine Owner, Due Date, and Notes in a Summary subitem column

Step-by-Step

Configuration Steps

Select Trigger Column

Available integrations

Choose the subitem column that triggers the automation


Example: "Due Date" subitem column

Select Target Column

Select the subitem column where data will be pasted

Available integrations


Example: "Summary" subitem column

Get Column IDs

You need to find the Column IDs for your subitem columns

Available integrations

See How to Find Column IDs for detailed instructions

Define Format

Using Column IDs

Input column IDs in curly brackets: {columnID}


Example format:
Assigned to : {person5}
New Due: {date4}
Notes: {text8}

Available integrations

Test Automation

Change the trigger column value

Summary column populates with formatted data

Example

Real-World Example

Scenario: Create subitem summaries combining owner, due date, and notes

Available integrations

Setup:

Trigger: Due Date changes
Source columns:
- Assigned Person: {person5}
- Due Date: {date4}
- Notes: {text8}
Target: Summary subitem column

Format:


Owner: {person5} | Due: {date4} | Notes: {text8}

Result:

Owner: Sarah Johnson | Due: Dec 20, 2024 | Notes: Review draft

6. Item + Subitem to Subitem Column

Combine data from both item and subitem columns, then paste into a subitem column.

Overview

Available Integrations

✓ When column changes, update item value(s) to all subitem column using format

✓ When column changes, update subitem value(s) to subitem name using format

✓ When column changes, update subitem value(s) to subitem column using format

✓ When status changes to something, update item value(s) to all subitem column using format

Use Case: Combine parent Task Name and Status with subitem Due Date and Owner

Step-by-Step

Configuration Steps

Select Trigger Column

Choose the subitem column that triggers the automation


Example: "Status" subitem column

Available integrations

Select Target Column

Select the subitem column for the combined data


Example: "Summary" subitem column

Available integrations

Get Column IDs

Find Column IDs for both item and subitem columns

Available integrations

Define Format

with Parent Reference

Use special syntax for parent item columns:

Subitem columns: {columnID}
Parent item columns: {parent.columnID}

Available integrations

Activate

Change the trigger column to populate the summary

Syntax reminder:

Subitem columns: {columnID}
Parent item columns: {parent.columnID}

Example

Real-World Example

Scenario: Create comprehensive subitem summaries including parent item context

Available integrations

Item-Level Columns:

Task Name: {parent.text0}
Status: {parent.status}
Notes: {parent.long_text1}

Subitem-Level Columns:

Assigned Person: {person5}
Due Date: {date4}

Format:


Project: {parent.text0}
Status: {parent.status}
Notes: {parent.long_text1}
Assigned: {person5}
Due: {date4}

Result:

Project: Website Redesign
Status: In Progress
Notes: Focus on mobile responsiveness
Assigned: Mike Chen
Due: Jan 15, 2025

7. Subitem to Parent Item Column

Copy data from subitem column(s) and paste into the parent item column.

Overview

Available Integrations

✓ When subitem name changes, update subitem value(s) to item name using format

✓ When column changes, update subitem value(s) to item name using format

✓ When a subitem is created, update subitem value(s) to item column using format

✓ When column changes, update subitem value(s) to item column using format

✓ When subitem name changes, update subitem value(s) to item column using format

Use Case: Push subitem Owner and Notes to parent item Comments column

Example

Real-World Example

Scenario: Aggregate subitem updates into parent item comments

Available integrations

Setup:

Trigger: Notes (subitem column) changes
Source columns:
- Assigned Person: {person5}
- Notes: {text8}
Target: Comments (parent item column)

Format:


Update from {person5}: {text8}

Result in Parent Item:

Update from Emily Rodriguez: Completed initial research phase

This is useful for creating activity logs or consolidating subitem updates at the parent item level.

8. Item to All Subitems

Copy data from item column(s) and paste into all subitem columns at once.

Overview

Available Integrations

✓ When column changes, update item value(s) to all subitem column using format

✓ When status changes to something, update item value(s) to all subitem column using format

Batch Operation: This integration updates ALL subitems at once. Use carefully to avoid overwriting existing data.

Use Case: Propagate Client Name from item to all subitems combined with each subitem’s Due Date

Step-by-Step

Configuration Steps

Select Trigger Column

Choose the item column that triggers the automation

Available integrations

Select Target Subitem Column

Select which subitem column will receive the data

Available integrations

Define Mixed Format

Combine item columns (auto-populate) and subitem columns (Column IDs)

Item columns: Use auto-populate
Subitem columns: Use {columnID}

Trigger Batch Update

Change the trigger column

Available integrations

ALL subitems update simultaneously

Example

Real-World Example

Scenario: Add client name to all subitems with their respective due dates

Available integrations

Setup:

Trigger: Client Name (item column) changes
Item column: Client Name (use auto-populate)
Subitem column: Due Date {date4}
Target: Notes (subitem column)

Format:


Client: [Client Name] | Due: {date4}

Result in All Subitems:

Subitem 1:

Client: TechStart Inc | Due: Jan 10, 2025

Subitem 2:

Client: TechStart Inc | Due: Jan 17, 2025

Subitem 3:

Client: TechStart Inc | Due: Jan 24, 2025

9. Subitem to Subitem Mirror Column

Copy data from subitem column(s) and paste into a subitem mirror column.

Overview

Available Integrations

✓ When column changes, update subitem value(s) to subitem’s mirror column using format

✓ When subitem name changes, update subitem value(s) to subitem’s mirror column using format

Use Case: Combine Due Date and Status in a Notes mirror column

Example

Real-World Example

Scenario: Update subitem mirror column with status and timeline info

Available integrations

Setup:

Trigger: Status (subitem column)
Source columns:
- Due Date: {date4}
- Status: {status}
Target: Notes (subitem mirror column)

Result:

Due: Feb 5, 2025 | Status: In Progress

10. Subitem Mirror to Subitem Column

Copy data from subitem mirror column(s) when the mirror changes, and paste into subitem columns.

Overview

Available Integrations

✓ When mirror column changes, update item value(s) to all subitem column using format

✓ When subitem’s mirror column changes, update subitem value(s) to subitem column using format

✓ When subitem’s mirror column changes, update subitem value(s) to subitem name using format

✓ When subitem’s mirror column changes, update subitem value(s) to item name using format

Use Case: Combine Marketing Activities (connect board) with Content Status (mirror) in Summary

Example

Real-World Example

Scenario: Consolidate connected board data with mirror column status

Available integrations

Setup:

Trigger: Content Status (subitem mirror column)
Source columns:
- Marketing Activities (connect board): {connect_boards0}
- Content Status (mirror): {mirror_status}
Target: Summary (subitem column)

Result:

Activity: Social Media Campaign | Status: Approved

Appendix

Supported Columns

Understanding which column types support copy and paste operations is crucial for setting up your automations correctly.

Column Type	Copy From	Paste To	Notes
📝 Name	✅	✅	Full support
📄 Text	✅	✅	Full support
📑 Long Text	✅	✅	Full support
🔘 Status	✅	✅	Full support
🏷️ Label	✅	✅	Full support
📋 Dropdown	✅	✅	Full support
📅 Date	✅	⚠️	Only to same type
🔢 Number	✅	⚠️	Only to same type
👥 People	✅	❌	Copy only
🔗 Link	✅	❌	Copy only
🔗 Connect Boards	✅	❌	Copy only
🪞 Mirror	✅	❌	Copy only
📊 Timeline	✅	❌	Copy only
📝 Creation Log	✅	❌	Copy only
🆔 Item ID	✅	❌	Copy only
📱 Phone	✅	❌	Copy only
✉️ Email	✅	❌	Copy only
➗ Formula	❌	❌	Not supported

Understanding Column Support

✅

Full Support

Can copy FROM and paste TO these columns. Example: Text column supports both operations.

⚠️

Same Type Only

Can paste only to columns of the same type. Example: Date can only paste to Date columns.

❌

Copy Only

Can copy FROM but cannot paste TO. You can paste these values to Text, Name, or Long Text columns.

Workaround for Copy-Only columns: While you cannot paste directly into People, Link, or Mirror columns, you can copy their values and paste them into Text, Name, Long Text, Status, or Dropdown columns.

How to Find Column IDs

Column IDs are required when working with subitem operations. Here’s how to find them:

Enable Developer Mode

Go to your avatar in Monday.com, then click on monday.labs

Available integrations

Activate the Feature

A popup window will appear. Find the Developer mode section and click Activate

Available integrations

Access Column Settings

Once Developer mode is active, go to any column and click the 3 dots (⋮) on the right side of the column name

Copy the Column ID

The Column ID will appear on the first line of the menu. Click on it to copy it to your clipboard

Available integrations

Use in Format Field

Paste the Column ID in your format field using curly brackets: {columnID}


Example: {text0}, {status}, {date4}, {person5}

Quick tip: Keep a document with your board’s column IDs for easy reference when setting up multiple automations.

Column ID Syntax Reference

Format Syntax Guide

Subitem Columns:

{columnID}

Example: {text0}, {date4}, {person5}

Parent Item Columns (from subitem context):

{parent.columnID}

Example: {parent.text0}, {parent.status}

Combining Multiple Columns:

Text {columnID1} more text {columnID2}

Example: Owner: {person5} | Due: {date4} | Notes: {text8}

Support & Resources

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🌐

Official Website

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💬

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💡

Need Assistance?

Our dedicated support team is ready to help you get the most out of Copy Paste Master. Whether you have questions about setup, column ID configuration, or advanced automation recipes, we’re here to assist.

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