monday.com automations

Less busywork, fewer dropped balls.

Automations that assign work, move items, send reminders and notify the right people, so your process runs without constant check-ins.

What’s included

Automations that save real hours

We find the repeat steps in your week and automate them.

  • Status-based handoffs and assignments
  • Due date reminders and escalations
  • Recurring tasks and templates
  • Cross-board connections and mirroring
  • Notifications to email and Slack
  • Form-to-board intake
  • Approval steps
  • Documentation of every automation

How it works

How we build it

Step 1

Find

We list the repeat steps and handoffs in your process.

Step 2

Automate

Automations built and tested on real items.

Step 3

Review

We check usage limits and refine.

Who it’s for

Who it helps

Managers chasing updates

Status changes notify people automatically.

Teams with recurring work

Templates and schedules create tasks for you.

Growing teams

Consistent handoffs as you add people.

Questions

Frequently asked

Do automations count against our plan limits?

Yes. monday.com plans include monthly automation actions; we design within your limit.

Can automations connect to other tools?

Yes, through integrations, Zapier or Make.

Can you document what you build?

Yes. Every automation is listed with what it does.

Do we need to buy monday.com through you?

No. You can use your own monday.com account. If you don’t have one yet, we can help you choose the right plan and seats.

Ready to get started?

30 minutes, no pressure. We’ll map out what you need and what it takes.