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.
You will get to our Integrations and Automations center as below:
Under "Automations", you will be able to find all the different automation flows we are offering.
What is the 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 status change to something, notify assignee every time period. In the platform, this would look like this 👇:
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 status 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.
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.
Then, for the purpose of this example, select the “Editor” column for the “someone” parameter.
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.
Which type of automations are available?
2. Notification based automations
1. Our latest released Automations
This is a completely new type of automation and is much more than a simple due date reminder. Below are the amazing current recipes.
The When parameter can be configured as follows:
1. Run exactly when the date arrives or schedule the automation to run on a relative time:
2. Set a message under "notify" and set who will be the one that will be notified. From now on you can control and be aware to all of your deadlines at the relevant time for you.
You can also set due reminders from date columns drop down menu as well:
3.Notification that boosts your board efficiency
4. Assign when something...
It's our newest release and it's giving you the ability to set a recipe that will create a new pulse when you need it or duplicate a group when you need a new "weekly" tasks group, or for any other use :)
If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at email@example.com