·Aug 11

·9 min read

monday.com Automations: Everything You Need to Know

Imagine this: Your managers are still manually assigning tasks to the team and drafting emails. Do you know how much time they’re wasting?

Research shows that 40% of employees spend their day on repetitive, manual work. In America, 94% of workers spend a large portion of their day performing time-consuming tasks. Another study says employees spend about three hours out of their eight on digital administration processes that can easily be automated.

As a solution to this alarming data, the monday.com platform introduced a low-code or no-code automation feature. You can automatically complete tasks or processes by setting up the monday.com automations.

Let's be real. Most teams are barely scratching the surface of what monday automations can actually do.

Harvard Business Review suggests that this SaaS tool feature can drive business growth and efficiency. For instance, 90% of users have mentioned that automations increased productivity.

While everyone's setting up basic task boards and due dates, certified monday.com professionals are building unparalleled automation systems. The sad part? Most monday.com users are oblivious to some advanced techniques.

monday.com Automation Terminologies

Before we go through the intricacies of monday.com onboarding for automation, it’s time to understand the lingo. Since we’re expert monday consultants, we know that the automation anatomy consists of:

Trigger: It helps set the automation into motion.
Condition: A requirement the trigger needs to meet.
Action: The event that occurs after inputting the trigger and condition.

Now the question is, what can you automate in monday.com? Well, that's only limited to your imagination!

For example, in the monday sales CRM, you can automate sending notifications to your team every time a task gets assigned or moved in the board. Similarly, on monday for marketing, you can use the automation features for lead nurturing, email automation, and content personalisation.

8 Things You Can Automate on monday.com: Fruition’s Take

monday.com automation aims to help users get rid of mundane tasks and optimise their workflows through collaboration.

Allie E., an Operations Expert at Falkbuilt Ltd., increased their project capacity by automating over 40,000 human actions. Due to the automations and monday marketing and project management, the company saved 390 hours within a year.

As a monday.com consultant, we’ve found this tool to be extremely efficient in automating the following things:

Date reminder
Cross-board
Subitem allocation
Status changes
Item creation
Dependencies
Moving items within a board
Task delegation

Did you know that the monday automation feature has custom recipes? These are pre-defined combinations of triggers, conditions, and actions. For example, "when a status changes to something, notify someone."

The Automation Capabilities

monday.com's automation capabilities are as flexible as your business needs. The platform allows you to automate tasks, notifications, and communication, among others.

Here are a few examples of what you can automate:

Task Assignments: Set up triggers to automatically assign tasks to team members based on specific criteria, ensuring a seamless distribution of workload.
Status Updates: Keep stakeholders informed by automating status updates. When a task's status changes, relevant parties can receive instant notifications.
Deadline Reminders: Never miss a deadline again. Configure automated reminders to be sent to team members before a task or project deadline arrives.
Communication: Foster collaboration by automating communication. monday WorkSO can send notifications when comments are added, encouraging real-time discussions.
Data Synchronisation: Integrate data seamlessly by automating the synchronisation of information between boards, columns, or even external tools.
Time-Tracking: Streamline time-tracking by setting up automated time entries when certain actions are taken within the system.
Custom Workflows: Create custom workflows by stringing together multiple automation actions, optimising processes unique to your organisation.

4 Steps to Follow When Using the monday Automation Feature

Implementing monday.com automation is pretty straightforward if you want to boost workflows. All you have to do is follow these steps:

1. Choose a Template or Customise the Automation

First, you’ll have to click the ‘automate button’ in the top right of your monday board. You can either choose a pre-made template or customise your own.

2. Assign a Trigger

You’ll have to click ‘when this happens’ to select a trigger from the drop-down menu. These can include:

Board Columns: People, Date, and Status
Action/Event: Item created and time period.

Consider this the first step to building a monday.com automation.

3. It’s Time to Select the Condition

Let’s say you want to trigger an action on a specified date. Depending on the chosen trigger, you can now select a condition for this. In this case, you’ll have to assign a trigger to the Status Column when it changes to ‘Working on it.’

What if you want to specify additional conditions? In that case, click on the + in the template and set your chosen condition.

4. And Action!

The first half of your monday automation is ready. Now, it’s time to choose an action for this. Click on the field after ‘Then do this’ and choose from the options.

For example, you can select ‘notify someone.’ In this case, the ‘someone’ will receive an automated notification every time the task occurs.

Note: Once everything is set, click on the Create Automation button to finish the setup.

Setting Up Automations

As a monday certified partner, experts at Fruition know that your work doesn’t end even if you’ve already created the automation.

With our assistance, you can easily leverage the full potential of this feature.

For instance, you probably didn’t know about the automation activity log. We know that this helps you keep track of the automation’s actions and outcomes, showing whether it was successful or not. On average, this tracks 7 days' worth of data and analyses 500 automation runs.

Other than that, our monday consultants can help you:

Test: Before activation, we’ll test out the automation.
Activate: Once tested and determined whether the automation works as expected, we’ll activate it on the board.
Monitor: We’ll keep an eye on the automation functions to notice issues.
Adjust: If there are any workflow changes required, we’ll adjust the automation accordingly.

After gaining more insight from our expert assistance, you can use the automation on your own to enhance workflows. Experiment with the different actions and triggers to find an efficient setup to automate team processes.

Why monday.com Professional Help Matter?

Salesforce reports that companies use multiple applications. However, 70% of them remain disconnected from one another.

Many struggle with integrating automation tools into existing systems. Thankfully, monday.com experts can help with both. They will bring:

Strategic automation planning: Building workflows that scale with business growth.
Integration expertise: Connecting monday.com with existing business systems seamlessly
Performance optimisation: Fine-tuning automations for maximum efficiency.
Team training: Ensuring organisations can maintain and expand their automated systems.

At Fruition, we've helped companies achieve 17x ROI and save 540 hours yearly through strategic monday.com implementations. And we didn't do that in a day.

Our professional monday.com setups range from seven days to six weeks. The proven approach includes:

Audit existing workflows: Understanding current processes before automation.
Identify automation opportunities: Finding the highest-impact automation possibilities.
Build incrementally: Starting with core workflows and expanding strategically.
Monitor and optimise: Continuously improving automation performance.

Are you ready to unlock the hidden automation potential with monday.com experts at Fruition? This post represents the beginning of what's possible with professional implementation.

monday Automation Secrets

We're here to change that. Let's dive deeper into the monday automation secrets.

1. Cross-Board Automation

At Fruition, we helped companies achieve its 17x ROI breakthrough with:

Multi-board project tracking: A project moves to "In Progress" on the main board. Our monday.com experts created an automation workflow to automatically create sub-tasks across quality control, documentation, and client communication boards.
Resource allocation automation: We created a monday automation to trigger capacity for staff assignments to update across multiple department boards simultaneously.
Client notification cascades: Our certified monday.com consultants created automations for status changes to flow through project boards, CRM systems, and external client portals.

2. API Integration Secrets

Kevin's team knew that they needed more than basic integrations. Our monday.com experts delivered a comprehensive solution by migrating from JIRA to monday Dev with GitHub integration, creating:

GitHub integration with automated branch tracking: Code commits automatically update project status and sprint boards.
Multi-repository task management: Unified visibility across multiple concurrent releases.
Role-based dashboards: Developers, QA, and management get customised workflow views
Centralised release tracking: Version control integration streamlines their distributed team operations.

The result? 1,300 hours saved annually and enhanced visibility that broke down silos between their five-country development operation.

3. Advanced Notification Systems

monday consultants can help you send the right notifications to the right people at the right time. That means we can create automations that actually matter. Here are some of our professional notification strategies:

Context-aware alerts: Notifications that include relevant data from multiple boards.
Escalation sequences: Automatic manager involvement when tasks remain stuck.
Predictive notifications: Alerts sent before deadlines become problems.

4. Time-Tracking Automations

Currently, the workflow automation market is expected to reach USD 37.45 billion by 2030, growing at a 9.52% CAGR. While monday.com isn't known for its time-tracking feature, it can still be an invisible productivity boost.

monday.com certified professionals build time tracking with automations that work perfectly:

Status-based time logging: Moving tasks to "In Progress" automatically starts timers.
Project phase transitions: Time automatically allocated to correct budget categories based on task types.
Capacity planning integration: Historical time data feeding future project estimates.

The Bottom Line

According to the Harvard Business Review, >90% of employees said automations increased productivity. Similarly, 85% said these complementary tools boosted collaboration, leading to smarter workflows.

monday.com automation proved this statistic was right. As you saw in this blog post, business owners can easily boost productivity in their companies by creating smart workflows.

Do you want hands-on training on monday’s automation feature? In that case, you can reach out to Fruition, a monday.com partner, for this. With the help of our experts, you can set up workflow automation and integration without any hassle.

Fruition became a monday.com Partner because we adore the product, its flexibility and how it helps transform our clients' business operations to be resilient and scalable.

Our team of expert monday.com consultants help transform businesses with expertise in business process design and automation, with complete software delivery and integration services. We support clients across all industries and departments to scale and optimise inefficient business processes.

FAQs

Do I need coding experience to use monday automation?

Gartner reports that monday.com is based on a no-code and low-code framework. That means the automation features won’t require too much data input. All you have to do is choose a trigger and assign an action to create an automated workflow. For instance, in the monday CRM workspace, you can add a prompt about sending emails to your team once an item is added.

What is the action limit for the monday.com automations?

Be it the monday.com project management or CRM tool, the automation feature has an action limit. In a standard plan, the automations are limited to 250 actions per month. Let’s say you exceeded the allotted actions within thirty days. In this scenario, the limit will be deducted from the following month. Users can check the action limit’s details in the “Tracking & Controlling Actions” section.

Can a monday.com consultant help implement automations?

While it can be straightforward to use monday.com’s automation features, you can still seek help from a monday expert. With their assistance, you can fine-tune monday workflows through efficient optimisation and automation. They can help you eliminate manual work by giving you a monday.com demo on automations. A monday implementation consultant can easily tailor these features to your business needs.

How can multi-step automations be set up in monday.com?

Multi-step automations in monday.com allow users to combine multiple triggers and actions. You can turn them into one seamless recipe, enabling automatic project handoffs, approvals, and escalations within the same workflow. Examples include updating statuses, assigning owners, and setting reminders. This is a monday.com professional setup that simplifies collaboration and minimises manual follow-up for larger teams and multilayered projects.

What strategies help maximise efficiency and avoid hitting monday.com automation action limits?

The monday.com team sets monthly usage limits on automation actions for each account. It varies depending on plan type. monday consultants recommend monitoring automation usage, combining similar triggers into one recipe, and choosing bulk actions to reduce necessary activity. It maintains smooth workflow execution and avoids unexpected pauses by regularly optimising automations and reporting.

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