Monday.com is a popular work management tool used by teams to collaborate, track, and manage projects. It offers a range of features and integrations, including automation. Automation is a powerful tool that can help businesses save time and improve efficiency by streamlining repetitive tasks. In this post, we’ll explore seven ways you can unleash the full potential of Monday.com automations.
- Learn the lingo
- Workflows and Automation
- Reasons to Automate Business Processes With monday.com
- What you’ll need to create an automation on Monday.com project management system
- Automation Recipes
- Status changes
- How to Create an Automation in monday.com
- Build Custom Recipes
- Item Creation
- Due Dates
- Managing Board Automations
- Add Buttons for the Most Common Actions
- Use Apps and Other Integrations Alongside Automations
- Create Templates
- Learn more about monday.com
- What Can I Do With a monday.com Automation?
- What is workflow automation?
Learn the lingo
Before we dive into the details of Monday.com automation, let’s start by learning some of the key terms.
Board: A board is a workspace created in Monday.com where teams can collaborate on projects.
Item: An item is a unit of work that can be tracked on a board. It could be an item’s status, a project management task, a project, or any other work item.
Column: A column is a field on a board where information can be entered and displayed.
Workflow: A workflow is a series of steps that are taken to complete a task or progress a project.
Automation: Automation is the process of using technology to perform tasks automatically.
Workflows and Automation
Workflows are an essential part of any business process. They help teams to stay organized, ensure that tasks are completed on time, and improve overall efficiency. Automation takes workflows to the next level by automating repetitive tasks and freeing up team members to focus on more important work.
Reasons to Automate Business Processes With monday.com
There are several reasons why businesses should consider automating their workflows with Monday.com:
Save time: Automation software can help businesses save time by automating repetitive tasks, such as sending reminders or updating statuses.
Improve efficiency: By automating to streamline workflows, businesses can improve their efficiency and productivity by ensuring that tasks and projects are completed on time and that team members are not bogged down with manual tasks.
Reduce errors: Automation can help businesses reduce errors by automating tasks that are prone to human error.
Increase collaboration: Automation can improve collaboration between team members by keeping everyone informed of changes and updates to projects.
What you’ll need to create an automation on Monday.com project management system
To create an automation on Monday.com, you’ll need the following:
A Monday.com account: To create an automation on Monday.com, you’ll need a Monday.com account. If you don’t already have one, you can sign up for a free trial.
A board: You’ll need to create a board to automate your workflows. You can create a board from scratch or use one of the many templates available on Monday.com.
Automation Recipes
Monday.com offers a range of automation recipes that you can use to automate your workflows. These recipes are pre-built workflows that you can customize to fit your specific needs. Some examples of automation recipes include:
Status changes
Status column changes are a common use case for automation on Monday.com. For example, you can create an automation that changes the status of an item to “in progress” when a team member adds a comment to the status column or item.
How to Create an Automation in monday.com
Creating an automation in Monday.com is straightforward. Here’s how you can do it:
- Open the board where you want to create the automation.
- Click on the “Automations” button in the top right corner of the screen.
- Click on the “Create automation” button.
- Choose the custom automation recipe that the software you want to use or create a custom automation.
- Follow the prompts to set up the automation.
Build Custom Recipes
If you can’t find an automation recipe that fits your specific data needs, you can build your own custom recipe. To do this, you’ll need to use the “When” and “Then” statements to specify the trigger and action for the automation.
Item Creation
Another common use case for automation on Monday.com is item creation. For example, you can create an automation that automatically creates a new item on a board when an email is received with a specific subject line.
Due Dates
Managing due dates can be time-consuming, especially when dealing with multiple items and deadlines. Monday.com automation can help by automatically setting due dates for items based on specific criteria. For example, you can create an automation that sets a due date for an item’s status, based on the priority level assigned to it.
Managing Board Automations
Once you’ve created an automation, you can manage it by going to the “Automations” section of your board. From there, you can turn the automation on or off, edit the created automation, or delete it.
Add Buttons for the Most Common Actions
Managing due dates can be time-consuming, especially when dealing with multiple items and deadlines. Monday.com automation can help by automatically setting due dates for items based on specific criteria. For example, you can create an automation that sets a due date for an item based on the priority level assigned to it.
Use Apps and Other Integrations Alongside Automations
Managing due dates can be time-consuming, especially when dealing with multiple items and deadlines. Monday.com automation can help by automatically setting due dates for items based on specific criteria. For example, you can create an automation that sets a due date for an item based on the priority level assigned to it.
Create Templates
If you find yourself creating similar boards and automations repeatedly, you can save time by creating templates. Templates allow you to quickly set up a new board with pre-built automations and columns.
Learn more about monday.com
Monday.com offers a range of resources to help you get the most out of the platform, including a knowledge base, video tutorials, and webinars. These resources can help you learn more about automation and other features of the platform.
We have a YouTube channel that produces videos on Monday com automations, along with other Monday.com subjects. It’s often easier to see the product in action rather than simply reading about it.
What Can I Do With a monday.com Automation?
The possibilities for automation on Monday.com are endless. Some of the most common use cases include:
- Setting the specific due date due dates for items
- Assigning team members to items
- Changing the status of items. These status changes can in turn trigger other notifications or automations themselves.
- Creating new items based on specific triggers
- Sending of email notifications, and reminders
- Move items between boards
- Updating columns and fields
- Create Follow Up lists with escalating timers and notification messages
- Set up recurring tasks
- Program buttons that will perform specific actions when they are clicked, such as status changes, or triggering other date changes or assignment changes.
- Notification automation: Make it easier to send in-app notification messages to your team and to yourself
What is workflow automation?
Workflow automation is the process of using technology to automate repetitive tasks in a business process. By automating these tasks, businesses can save time, improve efficiency, and reduce errors. Workflow automation can be applied to a wide range of business processes, including sales, marketing, finance, and operations.
In conclusion, Monday.com automation is a powerful tool that can help businesses save time, improve efficiency, and reduce errors. By learning the lingo, understanding the benefits of automation, and exploring the available automation tools, recipes and customizations, businesses can unleash the full potential of Monday.com automation tools.