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Build your own custom automation

Take your workflow a step further with the custom automation builder! This amazing feature allows you to create your own automation flow. Create new combinations tailored to your team needs and make them fit perfectly to your specific workflow! 🙌

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How to access the custom automation

Click on your automation center located on the upper right of your screen: 

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Next, click on "Create Custom Automation": 

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Once done, you should see the recipe below: 

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Now time to customize! 🎉

 

Choose a trigger

The first step in building your custom automation is to pick a block. Your options are "When" or "Every time period" to begin. For this example, we've chosen "When":

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Once you choose your first building block, it's time to pick your trigger. A trigger can involve  a column from your board (i.e. Status, Person, Date, etc.) or an action that happens on your board (i.e. item created, item moved to group, etc.):

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In this example, we've chosen "status changes" as the trigger:

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And we chose our board's Status column:

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Select a condition

Depending on the trigger you've picked in step 1, you will then need to select a condition. In this example, we want to trigger an action when the status column changes to "Done". To accomplish this, we will select the condition "to something"...

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And then select the status label "Done" 🙌

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Note: The labels displayed correspond to the labels of the status column selected from your board.

 

 

Trigger an action

Now that the first part of our automation is created, we need to pick an action. A list of all the possible actions you can choose will display as below: 

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Tip:  You can add additional conditions by clicking on "and". For now, the additional conditions you can choose are "person is someone" and "status is something".

 

In this example, when the design status changes to "Done", we want to notify our Freelancer, Alexandra. By clicking on "notify", you can customize your notification message:

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Finally, we will pick the person we would like to notify. It can be several people or teams. It is totally customizable and up to you to decide. 😃 

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Tip:  You can add additional actions by clicking on the blue "+ and". For now, you can only choose up to 6 actions. All actions will occur in the order that you add them. For example, if you say "When Status changes to Done, notify Me and stop Time Tracking", you will receive a notification and then the time tracking column will stop. If "notify Me" fails for any reason, the actions following "notify Me" will still run unless they are dependent on "notify Me".

 

 

 

Save it as a template

You can save your own custom recipe as a template and make it available for anyone to use in your monday.com account. To do so, go to your automation store on the board where you've created your custom automation. Next, click on "Save as a template" as below: 

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Give it a name 😃 

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And you are done!! You will find your custom automation in the automation center within the category "Custom recipes" as below:

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Your opinion matters

We would love to hear your feedback about this new feature! We would also love to know which specific recipe you'd like to create in your board. Feel free to fill out this form. 😊  You can also click on "Give Feedback" icon at the top right of the automation builder: 

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If you have any further questions please don't hesitate to reach out to us at [email protected]. We're here for you 24/7!