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The Automation center

 

While there are some key differences between Automations and Integrations, you can access and set up both in the Automation center. Read on to learn more about the unified Automation center! 🤖 

 

How to locate it

To navigate to the Automation center, click on the Integrate or Automate buttons in the top right corner of your board. If you click either button, you will be directed to the Automation center:Group 64 - 2024-08-20T124353.493.png

 

Templates

The default landing page in the Automation center is for Automation Templates.Group 64 - 2024-08-20T124612.418.png

 

You can navigate to Integrations templates at the bottom of the menu on the left side of the Automation center:Group 64 - 2024-08-20T124732.989.png

 

To learn all about automations and integrations, check out the monday.com Automations and monday.com Integrations articles.

 

Board automations page

When you click on the Board automations tab in the Automation Center, you will see a full list of all of your Automations and Integrations:Group 64 - 2024-08-20T125040.229.png

 

Switching views

On the Board automations page, you have the option of viewing your automations or integrations in Comfortable view or Compact view. You can switch views in the top right corner of the page by clicking on the relevant icon.

  • Comfortable view

Group 64 - 2024-08-20T125333.385.png

  • Compact view

Group 64 - 2024-08-20T125534.141.png

 

Connections tab

When you open the Connections tab, you'll see every integration connection that exists on your account:

Group 64 - 2024-08-20T125736.619.png

You can learn more about the Connections tab by checking out the monday.com Integrations connection management article.

 

Usage tab

When you open the Usage tab, you'll see your automation and integration usage data:Group 64 - 2024-08-20T125939.193.png

 

To learn more about what you can see on the Usage page and how to filter it, check out the The Account usage page article.

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.