How to make Automations on Monday.com

Updated: Oct 25

Planning your tasks in advance will help you save a lot of time and work because you will know, for instance, exactly what information each member of your team needs and where to find it.


Although they claim that hard work pays off, I think you would agree that there are days when it feels like you are just going in circles, repeating the same actions with little to no noticeable improvement. Here’s how to make automations on Monday.com!


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That is why we require resources like Monday.com. To begin with, you must identify the precise task at hand before considering using any technologies.


Monday.com is a digital workspace created to increase team communication and boost productivity. Tasks, meetings, notes, ideas, and more are now all run through Monday.com!


Everything you do with Monday.com is visible on your timeline, including what was finished and what is due next. Your tasks are divided into rows called items that range from today’s projects to those in the future.


You may be tired of doing the same tasks over and over again but with Monday.com, you can build automation recipes to do some automatic work for you. Let’s see how.


What are the components of Monday.com automations?

The components of each automation are a trigger, condition, and action. See below example:

How to make automations on Monday.com – A blog by Mindflows – a certified Monday.com partner

For this kind of automation, everytime a status (projects or tasks) changes from “For Approval to Done”, the user “Dan Jezreel M” will be notified.


How to add automation?

Before we even start the steps, keep in mind that you can use pre-set automation recipe or create your own.

When creating your own, refer below steps:

  1. Click the “Automate” found on the upper right side of the screen.

  2. Click “Add new automation”.

  3. Start by choosing a trigger, then the condition, and finally the action.

  4. Click “Create Automation”.


Or you may do this steps as well:

  1. Click the “Automate” found on the upper right side of the screen.

  2. Click “Automation Center”.

  3. Click “Create custom automation”.


When using pre-set automation:

  1. Click “Automate.”

  2. Select Automation Center.”

  3. Now, you may choose one of the pre-set automation recipes and tweak them to your preferrence.



These are only the fundamentals. However, you can add a variety of different actions to a single automation recipe if you want to make longer and more intricate automation patterns! Simply select the additional action by clicking on the + sign to the right of the action you’ve already specified, then complete the underlined areas.

How to make automations on Monday.com – A blog by Mindflows – a certified Monday.com partner

In conclusion, Monday.com’s automation recipes, you can meet all your project’s needs and keep all your team members up to speed by building proper automations.


Conclusion

In addition, the topic of automations is much wider than this article covers. Therefore, if you want to learn more about these, Monday.com offers you to watch Automation Walkthroughs through the tutorials found on your Monday.com account! Just go to the “Help Center” with the “Question mark” appearance then select “Getting started.”


Get a 14-day free trial of Monday.com here: https://try.monday.com/mindflowseu


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