Turn Instagram messages into tasks with Capture for monday.com

🧁 Meet Olivia’s Bakery, a small but growing pastry shop that makes custom cakes.
Every day, customers send photos of cake ideas, color palettes, and design inspirations through Instagram DMs, Viber, or WhatsApp.

With Capture for monday.com, the team can easily turn those Instagram messages into tasks – saving each client’s ideas, cake designs, and notes directly into their monday.com boards for production and tracking.

Here’s a typical message they get:

The bakery loves these messages – they show what the customer wants.

But soon, they realized their Instagram inbox had turned into a chaotic gallery of ideas, screenshots, and cake references.

They needed a way to save all this inspiration and assign it to their cake designers inside monday.com — without manually saving every image.

That’s where Capture for monday.com came to the rescue. 🎂

💡 The Challenge: Too Many Messages, Too Little Structure

In small businesses like bakeries or cafes, communication happens fast – clients message you everywhere.
They send pictures, inspiration, orders, or even receipts via Instagram or WhatsApp.

But your team tracks everything in monday.com – orders, tasks, deadlines, and customer details.

Without automation, it’s easy to lose messages, forget about an order, or mix up designs.
That’s why the bakery needed a simple way to transform messages into tasks – right from Instagram.

With Capture for monday.com, Olivia’s team can take a screenshot of a client’s message or image and instantly turn it into a monday.com task.

They use it to:

• Save design ideas and attach them to orders.

• Assign tasks to decorators.

• Keep track of all client requests in one workspace.

• Share visuals with the whole team.

🧭 Step-by-Step Guide: How the Bakery Does It

🔹 Step 1: Install Capture for monday.com

📦 You need install both from the Chrome Web Store and monday Apps Marketplace.

Once installed, sign in with your monday.com account.

🔹 Step 2: Open Instagram or WhatsApp Web

Open Instagram.com

🔹 Step 3: Open Capture from the Browser Toolbar

Click the puzzle icon (🧩) → choose Capture for monday.com.

🔹 Step 4: Create or Select a Template

If this is the first time:

1. Click Create Template.

2. Name it Custom Cake Order.

3. Choose your Workspace and Board (e.g., “Cake Orders” or “Design Ideas”).

4. Select which fields to include:

• Item Name (e.g., “Cake for Sarah’s Birthday”)
• Client Name
• Status
• Description
• Image Attachments

💡 Tip: Once created, this template can be reused for all future orders or ideas.

🔹 Step 5: Take Screenshots fill Information and convert Instagram messages into tasks

Click Create New Task, and take a screenshot of:

• The cake photo, and paste the screenshot into the Description field.

• Fill out the rest of the fields (client name, due date, etc.).

Add annotations if needed – highlight colors, draw arrows, or write notes like “Replace chocolate with strawberries.”

• Click Create

Now the bakery’s decorators can open the task, view the photo, and start designing immediately.

🔹 Step 7: Organize Tasks by Design or Client

In monday.com, the bakery has a “Cake Designs” board where each row represents a custom order.

Everything is clear, visual, and shareable across the team.

🧠 Benefits for Small Businesses

• 📸 Client feedback with screenshots – store all image references neatly.

• 💬 Collect feedback from users – capture chat requests and turn them into structured tasks.

• ⚙️ Automate workflows in monday.com – from order to delivery.

• 🧰 Task Creator for monday.com helps assign decorators fast.

• 💼 Messages into Tasks – keep your workflow visual and effortless.

🎯 The Result

Now, every cake idea or customer photo becomes an organized task in monday.com – ready for production.
The bakery no longer scrolls through chat history to find “that pink cake” from last week.
They simply open monday.com, where all ideas, pictures, and notes live together – synced and easy to track.

Their communication is still sweet, 🍰  but now it’s also efficient.

🧩 Final Thoughts

Even small local businesses can use Capture for monday.com to stay organized and professional.
Whether it’s a cake design, a product photo, or client feedback Capture turns every message into a monday.com task that keeps your workflow clean and productive.

📎 Try Capture for monday.com today – and start turning sweet client messages into structured business tasks.