What can we help you with?

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 below to find out!
 
 
Tip:  You can watch our recorded Automations webinar right here :)
 

 

How to add an Automation Recipe? 

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. 
 
auto.png
 
 
You will get to our Automations Center as below: 
 
 
aut.png
 
 

What is an Automation Recipe?

Automation recipes are combinations of triggers and actions that we provide for you, in which you customize the parameters of each aspect of the recipe to suit your exact needs. Let’s walk through an easy example: when {status} is {something}, {notify} {someone} {every time period}. In the platform, this would look like this:
 
 
status.png
 
In this instance, the trigger will be a specific status column changing to a specific label, where you choose both parameters (i.e. which status column and which label). This trigger will cause the action (a notification--the wording of 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 recipe, you will need to add your parameters. Anywhere in the recipe that is underlined is a parameter. At monday.com, we have a bugs queue board in which our customer success team can report any bugs. 
 
automations.png
 
Once a bug is marked as done, we want to make sure the reporter of the bug gets notified. We will set up the below automation: 
 
image_1.png
 
 
After clicking on the “notify” parameter you can type out what you want your notification to say. Variables for the item name, board name, etc. can be added to your notifications by clicking on on the blue buttons at the bottom of the notification editor.
 
stats.png
 
 
Once done, click on  “add to board”  to turn on your automation. We’ve done it! Our first Automation is live. 🎉
Now each time a bug is fixed, the reporter will get notified and will be able to inform his/her client accordingly. 
 
 

More Automation Resources

Looking for specific types of triggers and actions? Below is a list of automation resources: 
 

What is Mapping?

Are you using an automation recipe to create items on one board or cross-board? Mapping allows you to select specific column data to be pulled from a previously created item on your board into a new dynamic item. Anywhere in a recipe that has an underlined {item} field designates mapping.

For example, let's say we have a recurring task that needs to be created in our board every Monday. 

Frame_1.png

You are able to map into the recipe's {item} field which information will be created in each column.

auto.gif

 

 

Mapping terminology

  • Dynamic Fields

Column specific data on your board that can be pulled from a current {item} into a new {item} automatically created. Dynamic fields are designated by a blue plus sign on the right side.

  • Static Fields

Designated by a grey box, this is information that can't be mapped. Instead, if a value is added it will be the same for each auto {item} added. In the example below, the name, person, status, date, and email can be mapped however the time tracking and location cannot.

 

Frame_1.png

 

Note: In order to map dynamically cross-board, the column must exist on both boards.

 

Automation Column Support 

The below column types are currently not supported in the "notify" field of a notification automation:

  • Formula
  • Auto Number
  • Progress
  • Dependency
  • Link to Item 

The below column types are currently not supported in the mapping of an item:          

  • Tags
  • Mirror
  • Dropdown
  • Time Tracking
  • Dependency
  • Link to Item
  • Location
  • World Clock
  • Phone
  • File
  • Week
  • Link
  • Country
  • Team
  • Vote

 

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.
 
delete.png
 
Note: Automations can be duplicated across boards and templates as long as they are toggled on in the automations store. Cross board, time tracking, recurring and any automation where you are able to "map" fields in the item are not supported when duplicating or templating a board. 

 

Why is my automation disabled?

If you are having any trouble with your automation recipes, be sure to check out this article "Why are my automations disabled?"
 
 

If you have any questions, feel free to reach out to our customer success team at [email protected].

Have feedback? Would you like to see how other teams are using automations as part of their workflow? Check out our monday.com community