Using Automations on monday.com
Stop the Clicking: Automate Your Workflow Instead Click – click – draaaaag. Click – click – draaaaag. Tired of performing the same manual steps over and over again, every week, every month, every quarter? Feeling pieces of your soul slowly crumble away as you click the same buttons, type the same information, and generate the same forms over and over? Well…stop! You can employ automations in monday.com to do those tasks for you, and free up hours per week for you to address tasks that require actual critical thought, not toothpicks for your eyelids and eventual carpal tunnel surgery. What Are Monday.com Automations? Monday.com automations are powerful workflow rules that execute actions automatically based on triggers you define. These no-code automation recipes eliminate manual, repetitive tasks and ensure consistent execution of your business processes—every single time, without fail. Real-World Automation Examples: How Monday.com Automations Work: Triggers and Actions Within monday.com you can find a number of prepared automation recipes that reference various “triggers” like a status change, date arrival, item creation, or subitem completion. When an automation detects its assigned trigger, it will execute some action or combination of actions listed in the recipe. Common Automation Triggers: Common Automation Actions: Simple vs. Complex Automations: Both Are Easy Automations can be for simple things like “when status changes to ‘done’, move item to group ‘completed items,’” or much more complex and compound actions. The nice part is that whether the automation is simple or complex you know two things: The automation robot will do it all, and that little rockstar doesn’t miss a thing. Benefits of Monday.com Workflow Automation 1. Time Savings Reclaim hours per week previously spent on repetitive manual tasks. Teams report saving 5-15 hours per person weekly after implementing comprehensive automation. 2. Error Elimination Remove human error from your workflows. Automated processes execute perfectly every time—no typos, no missed steps, no forgotten notifications. 3. Consistency Ensure every project follows the same process, every time. Standardized workflows improve quality and predictability. 4. Faster Response Times Instant notifications and automatic task creation mean nothing falls through the cracks and responses happen in real-time. 5. Better Collaboration Automated status updates and notifications keep everyone informed without requiring manual communication. 6. Scalability As your team grows, automations ensure processes scale without requiring proportional increases in administrative time. Pre-Built Automation Recipes in Monday.com You have dozens of automation recipes at your fingertips right in the monday.com platform. These pre-built templates cover common use cases and can be customized to your specific needs: Project Management Automations: Client Management Automations: Team Coordination Automations: Financial Process Automations: Creating Custom Automations in Monday.com The monday.com automation builder uses natural language, making it incredibly intuitive: Step-by-Step: Building Your First Automation Example Custom Automation: Advanced Monday.com Automation Features 1. Compound Automations Stack multiple actions for complex workflows: 2. Conditional Logic Use “if this AND that” or “if this OR that” logic: 3. Time-Based Automations Schedule recurring tasks and reminders: 4. Integration Automations Connect monday.com to external tools: 5. Custom Button Automations Create clickable buttons that trigger automation sequences: Monday.com Marketplace: Expand Your Automation Options There are even more automation recipes available in the monday.com marketplace. Browse industry-specific templates and advanced automation packages created by monday.com partners and the community. Marketplace Automation Categories: Automation Best Practices 1. Start Simple Begin with one or two high-impact automations before building complex workflows. 2. Test Before Full Deployment Use a test board to validate automations work as expected before applying to production boards. 3. Document Your Automations Keep a record of what automations you’ve set up and what they do, especially for complex workflows. 4. Regular Audit Review your automations quarterly to ensure they’re still relevant and functioning optimally. 5. Avoid Automation Loops Be careful not to create circular automations where action A triggers action B which triggers action A again. 6. Monitor Performance Check your automation activity log to ensure automations are firing correctly and not causing issues. Common Automation Use Cases by Department Marketing Department: Sales Team: HR & Recruitment: Finance & Accounting: Operations & Production: Troubleshooting Monday.com Automations Automation Not Firing? Getting Too Many Notifications? Automation Conflicts? Custom Automation Development with Ability Ops If all else fails, contact Ability Ops so we can help build a custom automation or integration to accomplish exactly what you need. As a monday.com partner, we specialize in: ROI of Monday.com Automations Calculate Your Time Savings: Multiply this across your team and workflow automation becomes one of the highest ROI investments you can make. Start Automating Today Monday.com automations transform how teams work by eliminating the soul-crushing repetition that drains productivity and morale. Whether you’re automating simple status changes or orchestrating complex multi-board workflows, the no-code automation platform makes it accessible to everyone—no developers required. Stop clicking. Start automating. Reclaim your time for work that actually matters.
Mirroring and Multi-Board Mirroring on monday.com
What Are Mirror Columns in Monday.com? Having a single source of truth in your workflow is paramount to being efficient and accurate. But there may be situations where we need to see that information in multiple boards. Rather than having to enter it twice (cringe!) or set up a cross-board automation (inefficient), monday.com has the Mirror column feature. A mirror column (added via a ‘connect boards’ column) is a portal into another board. The column and cells will display the same information on both of the connected boards—change the data in one board and it’s instantly updated in the other board—no automations or ‘forgot to update both boards’ here! How Mirror Columns Work: Real-Time Data Synchronization Monday.com mirror columns create a live connection between boards, enabling real-time data synchronization without duplication. This powerful feature ensures: Key Benefits of Mirror Columns: Multi-Board Mirror Columns: The Ultimate Overview Tool Ready to up your game and bring a new level of visibility to your higher-level boards? The Multi-board mirror column takes the power of mirror columns to the next level. What Are Multi-Board Mirror Columns? Added the same way as a mirror column from a “connect multiple boards” column, now you can select multiple boards and have information from a group of boards all pulled into the same place. This is a super powerful tool for high-level overview boards, executive dashboards, and portfolio management. After connecting your boards you can select which columns in those boards you want to see, giving you complete control over what information appears in your consolidated view. Mirror vs. Multi-Board Mirror: Which Should You Use? FeatureMirror ColumnMulti-Board Mirror ColumnBoards ConnectedSingle boardMultiple boardsBest ForRelated projects, dependenciesExecutive views, portfolio managementUse CaseClient board mirroring project statusDepartment overview of all active projectsComplexitySimple setupMore configuration options Practical Use Cases for Monday.com Mirror Columns 1. Project Management and Client Boards Mirror columns allow you to display project status, deadlines, and deliverables on a client-facing board while keeping the detailed project work on an internal team board. 2. Cross-Department Collaboration Connect your marketing campaigns board with your sales pipeline board to show campaign performance data alongside sales results. 3. Resource Management Use multi-board mirror columns to pull workload information from all department boards into a single resource allocation overview. 4. Executive Dashboards Create a high-level executive board that mirrors key metrics from finance, sales, operations, and HR boards—all in one centralized location. 5. Portfolio Management For agencies or project-based organizations, multi-board mirroring consolidates client projects into a single portfolio view. 6. Budget Tracking Mirror budget columns from individual project boards into a financial overview board for real-time budget monitoring across all initiatives. How to Set Up Mirror Columns in Monday.com Setting Up a Standard Mirror Column: Setting Up a Multi-Board Mirror Column: Advanced Mirror Column Features Editable Mirror Columns Whether using the “mirror” or “multi-board mirror” feature, mirror-type columns give the ability to both see and edit information on multiple boards in real time. Changes made in the mirror column update the source board instantly. Filtered Views You wind up with both a filtered and potently relevant overview of the information you need to see, AND one-click access to the other boards if you need to investigate something a little more closely. Formula Columns with Mirrored Data Combine mirror columns with formula columns to perform calculations across connected boards without manual data transfer. Best Practices for Using Mirror Columns 1. Maintain Your Single Source of Truth Building a workflow with a single source of truth is undeniably best practice, and mirror columns let you see and edit that single-ful source-iness from whatever board you’re in. 2. Use Descriptive Column Names When setting up mirror columns, use clear naming conventions so team members understand where the data originates. 3. Limit Multi-Board Mirrors for Performance While powerful, connecting too many boards in a single multi-board mirror can slow performance. Focus on essential data only. 4. Combine with Dashboards Use mirror columns alongside monday.com dashboards for the ultimate combination of detailed data access and visual analytics. 5. Document Your Connections Keep track of which boards are connected via mirrors, especially in complex workflows with multiple dependencies. Mirror Columns vs. Automations: When to Use Each While cross-board automations can move or copy data between boards, they’re less efficient than mirror columns for viewing synchronized data: Troubleshooting Common Mirror Column Issues Mirror Column Not Updating? Can’t See All Boards? Too Much Data Displayed? Monday.com Mirror Columns: The Key to Scalable Workflows Mirror columns and multi-board mirror columns are essential features for organizations that want to scale their monday.com implementation without sacrificing data integrity or creating information silos. By enabling real-time data visibility across multiple boards while maintaining a single source of truth, mirror columns eliminate redundant work and ensure everyone is working with the most current information. Whether you’re managing a small team or orchestrating complex, cross-functional initiatives, mastering monday.com mirror columns will transform how you view and interact with your workflow data.
Q4-2022 Roadmap for monday.com
We just attended the monday.com Q4 roadmap seminar and there is cause for excitement. We can’t share all of the secrets but new automation conditions, a visual automation builder, two-way sync with Jira, and a bundle of other new features and capabilities will soon be yours to use. Monday is also expanding their pre-built/template work suites, offering CRM, Dev, Marketing, and Work OS packages. These are built and optimized for specific use cases with boards, dashboards, reporting, and summaries all waiting to be populated with your data. Huge improvements in the capabilities of the platform on mobile and tablet enable you to benefit from the collaboration and real-time visibility of monday.com dashboards at your fingertips wherever you are. All of this points to monday.com remaining a great choice for managing your unique needs and workflow. Ongoing improvements in the stability, speed, and performance of the platform ensure that however you use it, monday.com will remain the right tool for your team no matter how big you grow or how complex your workflow becomes.
Why Monday for Work and Process Management?
Stop Being Busy. Start Being Productive with Monday.com Don’t confuse being busy with being productive. It seems like the list of tasks we’re required to complete through the day is constantly added to, but rarely are any tasks removed. What in your day feels repetitive, tedious, or inefficient? The monday.com platform can address those pain points and become the core system from which you run your entire business operations. Think of all of the software programs you use, and then imagine that you could instead have just one unified work platform that integrated information from those programs and presented it in an easily viewed, customizable, and live environment. This is the promise of monday.com as a Work OS. Automations and Integrations: Reclaim Hours Every Day Through monday.com automations and integrations, you can remove repetitive tasks that drain productivity. This simultaneously frees up potentially hours per worker per day, but also eliminates the risk of a typo or missed character that can lead to the headache of digging to find errors. Workflow automation creates a chain of automated actions that keep work moving forward without manual intervention. Monday.com dashboards can then slice and dice the information into a real-time picture of exactly how things are going, transforming raw data into actionable insights. Single Source of Truth: End Email Chaos Forever Monday.com is designed to be the single source of truth for your entire company and workflow. That means all information, all tasks, and every conversation about those items is all in one place. No more: Context-Driven Communication All documentation and communication is attached to the item and is visible with one click. Consider a personnel shift, or if the project lead changes to another role, department, or focus. All communication is attached to the item in a monday.com board, but if all that information is buried in emails or instant messages of someone who’s no longer on the project, or no longer in the office, what then? With monday.com, you can approach email inbox zero for life—communicate about every task within the task itself. You can see the files, links, and who’s working on it in one place, and communicate there. This centralized communication platform ensures knowledge retention and seamless team collaboration. Wall-to-Wall Implementation: One Platform for Every Department As ‘do more with less’ becomes less cliché and more a perpetual reality, companies are forced to look internally to evolve or they risk going extinct. Monday.com can be implemented wall to wall in your company, allowing HR management, marketing automation, finance tracking, sales pipeline management, and production workflows to all work in the same program and communicate with clarity and efficiency. Benefits of Company-Wide Monday.com Adoption: The tools in monday.com that seem ‘nice to have’ will become indispensable as workload increases and team sizes grow. There is a war for talent in most industries, and good talent wants to come to a company that is using up-to-date, competent, effective and efficient project management technology. With the clarity monday.com brings from top to bottom, everyone can understand their role and how what they contribute aligns with the company strategy. No-Code Platform: Powerful Technology Without the Complexity If a new product is too technical or too programming-heavy, people will tend to turn away. The ease of setting up your own automations and integrations means you don’t have to be a developer to mold monday.com into working exactly how you need it to. Monday’s low code/no code interface enables fast adoption, and the visual programming with pre-built automation recipes and integration templates means you need only find the phrase that matches what you’re looking for, not code it. In monday.com the hard, technical programming happens seamlessly and automatically in the background, allowing you to stay focused on the task at hand. Key No-Code Features: Change Management: Transforming Fear into Empowerment Sometimes there is fear around a change like implementing monday.com. “Am I going to have a job?” or “Is this going to transform into something I don’t understand?” With monday.com you can highlight the overall strategy of the company and the direction you are moving, and people can understand the goals and necessary shifts. With the overall priorities known, department heads can have less siloed initiatives and instead make a global plan informed by data from all facets of the organization. The visibility of data within monday’s platform leads to better alignment of goals and organizational transparency. Monday.com Academy: Free Training Resources Every company has a way of using monday.com that works for them, and a way that doesn’t. Sometimes you just need time to figure yours out, and the monday.com academy and knowledge base, available free online, thoroughly explains all of monday’s capabilities and features. Learning Resources Include: Partner Support: Ability Ops Can Help You Succeed If you want help, though, that’s where Ability Ops comes in. As a monday.com partner, we can help guide your iterations and implementation. If you prefer, we can roll up our sleeves and dive right in next to you, helping: Our goal is to make monday.com work the best that it can for you. It is fast, lean, user friendly, endlessly customizable, and can make you more efficient and productive. All of Life is a Project. Manage It with Monday.com. Whether you’re managing project timelines, team workloads, client relationships, marketing campaigns, or financial operations, monday.com provides the unified platform you need to transform chaos into clarity and busy work into meaningful productivity.
Dashboards for monday.com
Why Monday.com Dashboards Are Essential for Data-Driven Decision Making The monday.com platform exists at a unique crossroads of capability and ease of use. As a leading work operating system (Work OS), monday.com enables teams to manage projects, workflows, and data visualization without any coding experience. Data can be entered, viewed, moved around, and altered with very little effort and zero programming knowledge, making it one of the most accessible project management tools on the market. However, once your boards and workflow progress through their ‘digital adolescence,’ growing into a more complex entity, it becomes less easy to view, process, or effectively use all of the information your boards contain. Complex data management requires sophisticated visualization tools. That’s where monday.com dashboards come in. What Are Monday.com Dashboards? Monday.com dashboards are powerful data visualization tools that transform raw board data into actionable insights. With just a few clicks, you can connect the desired boards, choose the columns from which you want information, and apply custom filters to highlight exactly the data you need to analyze. Then, choose from dozens of dashboard widgets to transform that data into a visually digestible format that drives informed decision-making. Real-Time Data Visualization: The Power of Monday.com Widgets One of the most compelling features of monday.com reporting is the extensive widget library. These customizable widgets cover virtually every business intelligence need: Project Management Widgets Want to see progress on a project? There’s a widget for that. Project tracking dashboards can display: Workload Management Widgets Want to see the weekly workload for each of your employees based on project quantity or necessary hours? There’s a widget for that. Resource allocation dashboards help prevent burnout and optimize team capacity through: Financial Dashboards Want to have all of your financial information—past billing, upcoming billing, payments due in the next day/month/week, pipeline, forecast, breakdown of sales by person, team, marketing effort, or quarter? There’s a widget for all of that. Monday.com financial tracking includes: The No-Code Advantage: Business Intelligence Without Developers The monday.com platform is exceptionally user-friendly. The low code/no code format means you don’t have to be a developer to slice and dice your data to present exactly the information you need in the format you want. This democratization of data analytics empowers every team member to create sophisticated reports and dashboards without IT department involvement. Being better informed means you can make better decisions, better plans, and deliver better results. All jokes aside, having thousands of pieces of information in your board isn’t useful if it takes a week to run reports and boil it down into something meaningful. Real-Time Reporting: Make Decisions Based on Current Data Monday.com dashboards are connected live to your data, and the information presented updates in real-time. This is a game-changer for modern businesses. If you base decisions on a quarterly report, your actions are a quarter behind. With live dashboard updates, you can: Getting Started with Monday.com Dashboards Creating your first monday.com dashboard is straightforward: Maximize Your Monday.com Investment with Dashboard Analytics Monday.com dashboards transform the platform from a simple task management tool into a comprehensive business intelligence solution. By leveraging custom dashboards, real-time reporting, and no-code data visualization, organizations can unlock the full potential of their monday.com investment and drive measurable business outcomes. Whether you’re tracking projects, managing resources, monitoring finances, or analyzing performance metrics, monday.com dashboard widgets provide the insights you need to lead your team to success.
