monday.com Automations

 
Ever feel like you are doing too much manual work? Wish you could have monday.com take steps for you without learning to code first? You're in luck! 🍀
 
Our Automations allow you to use an event inside monday.com (like the changing of a status) to trigger an action (like sending a notification). This is done by using predefined automation flows which we have created for you to choose from. How does it work? Keep reading to find out. 👇
 
 
 
 Tip: You can watch our recorded automations webinar right here :)
 
 

How to add an Automation? 

To add an Automation, go to the board you want to create an Automation for and click on the Automate button, located on the upper right of your screen. 
 
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You will get to our Integrations and Automations center as below: 
 
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Under "automations", you will be able to find all the different automation flows we are offering. 
 

What are automation flows?

Automation flows are combinations of triggers and actions, which we provide for you, where you customize the parameters of each aspect of the flow to suit your exact needs. Let’s walk through an easy example: when a status updates to something, notify assignee. In the platform, this would look like this 👇:
 
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In this instance, the trigger will be a specific status column changing to a specific label, where both parameters are chosen by you (i.e. which column and which label). This trigger will cause the action (a notification, the wording which you will determine, being sent to the associated assignee). 
 
We have created many flows for you to choose from, allowing you to create lots of cool Automations inside your monday.com account. 
 

So how does this work? 

Once you've picked your automation flow, you will need to add your parameters. Anywhere in the flow which is underlined is a parameter. In our example, let's say that whenever the "Copywriting" status column updates to "Done", the associated assignee in the "Editor" person column, will be notified. 
 
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After clicking on the “notify” parameter you can type out what you want your notification to say. Variables for the pulse name, board name can be added to your notifications by clicking on on the blue buttons at the bottom of the notification editor.
 
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Then, for the purpose of this example, select the “Editor” column for the “someone” parameter.  
 
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After clicking “Add to Board”, the Automation will be turned on.
  
Now each time the Copywriting status is changed to Done, the person assigned in the Editor column will automatically get a notification in the bell icon and via email. 
We’ve done it! Our first Automation is live. 🎉🎉
 

How to edit or delete an automation?

Once you have added Automations to your board, you can toggle Automations on and off using the switch icon. You can also use the pencil icon to edit the Automation or the trash can to delete it entirely.
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Which type of automations are available?

1. Notification Automations

  • When a new pulse is created, notify someone
  • When a column updates, notify someone
  • When a status updates to something, notify someone
2. Other Automations
  • When a status updates to something, archive the pulse
  • When a status updates to something, delete the pulse
  • When a status updates to something, move pulse to group

3. Due date reminders

  • When a pulse move to group, notify someone after some time 
  • When date arrives, notify someone 
  • When date arrives and status isn't something, notify someone

From now on you can schedule an automation based on a date column!
This is a completely new type of automation and is much more than a simple due date reminder. These are the amazing current recipes:

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The When parameter can be configured as follows:

1. Run exactly when the date arrives:
   
2. Schedule the automation to run on a relative time:

If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at support@monday.com