While there are some key differences between Automations and Integrations, you can access and set up both in the Board 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 Board Automation center:
Create tab
If you click on Integrate, you will be directed to the Create tab of the Board Automation Center. Here you will be able to browse integrations to add to the specific board you are using.
If you want to easily navigate back to this page once you've navigated away, you can click on the Integrations button at the bottom of the menu on the left side of the Board Automation center:
Manage tab
If you click on Automate, you will be directed to the Manage tab of the Board Automation center. Here you will be able to manage all of your board automations for the specific board selected.
To create a new automation, click on the Create automation button on the right side of your screen. You'll be able to choose between creating your own automation from scratch, which gives you the ability to fully customize your automation for your specific needs, or to create an automation from templates of pre-made automations for you convenience.
Switching views
Also on the Manage page, you have the option of viewing your automations or integrations in Classic view or Compact view. You can switch views in the top right corner of the page by clicking on the relevant icon.
- Classic view:
- Compact view:
My connections
When you open the My connections tab, you'll see every integration connection that exists in your account:
You can learn more about the My connections tab by checking out the monday.com Integrations connection management article.
Account usage
Click on the Account usage tab to view your automation and integration usage data. You can alternate between Automations and Integrations as seen below:
To learn more about what you can see on the Account usage page and how to filter it, check out the The Account usage page article.
Run history
Click on the Run history tab to view your automation and integration run history. Here you can manage which automations and integrations have run successfully and troubleshoot when any may not have worked.
To see more details of the specific automation's run history, click on the arrow button on the right hand side. You'll be able to view which automation was trigger, who triggered it, and what was the outcome of the automation.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.