Learn the lingo

• Workflow. A self-contained build of automations and integrations that function together and are independent of other workflows.
• Block. Blocks are the elements of your workflow that work together to execute your desired outcome.
• Trigger. The first block in your workflow is called the "trigger". The "trigger" is what sets the entire workflow in motion.
• Condition. A condition is a requirement that must be met in order for the workflow to continue down the path that follows the condition.
• Action. An action is an event that occurs as the result of the trigger being set off and any preceding conditions being met.

Consider this simplified example:

One block in your workflow will only have one of the elements above. All workflows have a trigger, condition, and action. Sometimes they have multiple of these elements.

How to access the builder

To access the builder, open the workspace where you plan to implement your workflow. Click on the blue box with a + sign to add to your workspace. You may also see "Add +" in your menu options rather than a + sign. Select "New Workflow" from the menu.

How to build a workflow

1. When you select "New Workflow", you will see a blank canvas. Your first block is up to you! You can use the search bar to find the trigger that you'd like to use.

2. When you create a block, the configuration panel will open on the right side of your screen which will allow you to customize the way that your block works.

3. To make navigating your workflow easier, you can change the name of a block.

4. Click the "+" symbol to create a new block. You will have two options:

(1) Action: These blocks will perform an action. Choose this option if you want to direct your workflow from the last step toward taking the next action.

(2) If / Else: These blocks will force the workflow to check a condition before continuing to the next action.

5. The options for the block that follows will be based on the previous elements of your workflow. For example, if your next block requires you to select a board, you can choose to refer to the board from a previous step in your workflow:

You can choose a different board by clicking "Choose specific board".

6. At this point, you can choose to add additional blocks. You can add a block after your first trigger or after your latest block and anywhere in between. To see the plus sign between two blocks, hover over the connecting line. To help you stay on track, your blocks will be numbered on the left side in the order that they were created. 

7. Edit as you go! To perfect your workflow, you'll likely need to edit and delete blocks at some point. You can only delete the latest block in the sequence. This prevents your workflow from being disrupted. However, you can edit at any point. To open a block's menu, use the three dots in the upper right-hand corner.

8. When you're done building your workflow, click "Publish" and watch it work!

Editing and publishing

After you publish, you will have the ability to toggle between "Edit" and "Live". While your workflow is "Live", you can toggle it "Off" and "On":

While your workflow is in "Edit" mode, you can make changes. You can choose to publish changes or "Discard changes" in the upper right-hand corner:

Your opinion matters!

It's early days for monday workflows! We're depending on your feedback to improve this tool. We would love to hear from you! Please fill out this form whenever you have a thought or idea that you'd like to share. 🙂 

You can also click "Give Feedback" at the top right of monday workflows to access the feedback form at any time.