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Managing your automations

 

If you want to learn about all of the ways you can manage your automations, you've come to the right place! Read on to learn how to edit, duplicate, template, disable, enable, describe, delete, transfer ownership, and everything else to transform your work practices with automations.

 

Edit an automation

Once you've added Automations to your board, click on the Board automations tab to manage your automations. To edit your automation, click on the three dot menu and select Edit Automation:Group 64 - 2024-10-29T170203.815.png

 

This will open the automation builder where you can add, edit, or remove blocks to alter your automation.

In the editor you can view the automation's Run History. You can click on a run to view its details, including the item that the automation was performed on and who triggered the automation:Group 64 - 2024-10-29T170644.470.png

 

In the Info tab you can see who created the automation, when it was last updated, and IDs for the automation and the template (referred to as Recipe ID):Screenshot 2024-10-29 at 17.08.21 1.png

 

In the Analytics tab you'll see the last 10 days of the automation's activity. You can see how many successful , failed, and in progress runs have occured. You can also see how many actions have been used by this automation:Screenshot 2024-10-29 at 17.10.22 1.png

 

Give your automation a description

When you begin to use automations more, keeping track of what each of automation does can get confusing for you and your teammates. You can add a description to your automations in the automation builder to help your team stay informed:Group 64 - 2024-10-29T171240.943.png

Turn an automation on/off

You can turn an automation on or off in the automation builder by toggling the switch at the top of the screen of the Edit automation page:Group 64 - 2024-10-29T171526.803.png

You can also toggle the automation on or off in the Board automations tab in the Automation Center:Group 64 - 2024-10-29T171346.758.png

 
Note: Deleted automations cannot be restored, and would need to be recreated. To deactivate the automation without permanently deleting it, use the toggle to the right of the automation, and select "Off".  

 

Duplicate an automation

To duplicate an automation, click on the three dots next to the automation you want to use and click on Duplicate Automation.

Group 64 - 2024-10-29T171732.994.png

 

Tip: When boards and templates are duplicated, automations can be included in the duplicates as long as they are toggled On in the Board automations section.

 

Save an automation as a template

You can save your custom automation as a template and make it available for anyone in your monday.com account to use. You'll find the option in the three dot dropdown menu:

Group 64 - 2024-10-29T172002.102.png

 

Choosing a name for your template will help others in your account to understand how they can use it. After your choose a name, click Create Template to save it.Screenshot 2024-10-29 at 17.21.31 1.png

You can only make a template out of a custom automation.

 

Delete an automation

If you want to delete your automation, you will also find this option in the three dot menu:Group 64 - 2024-10-29T172318.837.png


Transfer ownership of an automation

You can transfer ownership from one person to another person with a few clicks! This is ideal if you want a teammate to take over a board or one automation on a board. By transferring ownership, you grant them the ability to edit any automations that you (or another person) have created.

 

To transfer ownership, you will also find this option in the three dot menu:Group 64 - 2024-10-29T172434.443.png

 

A window will open that asks you to select the new owner from a dropdown menu. You can type in a name to search. After you've selected the new owner, click the Transfer ownership button:Screenshot 2024-10-29 at 17.26.33 1.png

 

After clicking the button, the window will close and you'll see a notification at the top of the screen confirming the that the transfer was successful:Screenshot 2024-10-29 at 17.28.21 1.png

 

Note: Currently, you can transfer ownership of automations and certain integrations. It is not possible to transfer disabled automations if the ownership has not been changed prior to the deactivation.

 

From the Administration section

If you are an admin of your account, you can transfer automation from the Administration section of your account. To transfer ownership, click on your profile picture and then on Administration.

Next, click on the Users tab on the left hand side, and finally on the Automations Ownership tab:Group 64 - 2024-10-29T173305.028.png

 

When deactivating users on your account, you can also transfer ownership of automations and certain integrations previously owned by that user.

To deactivate a user, click on the three-dot menu to the right-hand side of their name. From the resulting menu, select Deactivate user.

A message box will appear with the option to assign new ownership to that users automations and integrations. Screenshot 2024-10-29 at 17.33.54 1.png

 

Note: To successfully transfer ownership, the transfer must occur before the user is deactivated.  

 

 

Transfer ownership of an integration

To transfer ownership of an integration, follow the same instruction in the previous section about transferring ownership of an automation. However, there are a few key differences in functionality.

When transferring integrations they will automatically be disconnected until the new owner manually reconnects them. The following are integrations that can have their ownership transferred:

  • All static integrations 
  • App integrations by monday.com, such as Jira and GitHub 
  • Marketplace integrations 

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