How to create an automation in monday.com

The monday.com Work OS platform offers a powerful automation tool. Jack Wallen uses this tool to guide you through your first steps to improve the efficiency of your workflow.

monday.com’s Work OS offers a variety of tools for busy project leaders and stakeholders. One such tool is Automations, which makes it easy for you to create custom automations to take your workflows to the next level. monday.com’s automation features don’t require you to write a single line of code to create custom automated combinations perfectly tailored to the needs of your teams.

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In the world of monday.com automation, there are three keys you need to understand, and they are:

• Deduction: An event that starts the automation.
• Condition: A requirement that the trigger must first meet.
• action: What happens when both a trigger and a condition are met.

For example, you could have an automation with:

• Deduction: When the status of a card changes.
• Condition: When the status of the card changes to POST PRODUCTION.
• action: Notify Jack Wallen.

The beauty of monday.com automations is that they are fairly flexible, allowing you to create an automation that suits almost any workflow. Let me show you how it’s done.

What you need to create an automation on monday.com

All you need to create an automation on monday.com is a valid account. I will be demonstrating work management within Monday projects on moday.com. With that account, let’s move on to the automations.

How to create your first mondy.com automation

Sign in to your monday.com account, navigate to the workspace you want to use, then open a project. On the project page (Figure A), click Automate near the top-right corner.

Figure A

Make sure you are on the Automation Center tab (Figure B).

Figure B

For your first automation, you might want to scroll through the featured automations, which can serve as a template for creating something new. By using a template, you only need to click certain fields to complete the automation.

For example, in the General section, click Use template when status changes to notify someone. This will open a popup where you can customize the automation (Figure C).

Figure C

In the resulting popup, you only need to adjust the underlined options, namely Status, Something, Notify and Someone. For example, click Status to see a popup where you can select a specific column to use (Figure D).

Figure D

The only bump in this otherwise smooth ride might be when you click Notify me in the automation, which requires you to personalize the message that’s sent in the form of (Figure E):

“Hey {item assignee}, {item name} is tagged as {item status}.”

Here is an example I created for the notify field:

“Hey {username}, {creative name} from {board name}, is tagged as {creative status}.”

Figure E

After configuring the automation, click Create Automation to save and activate it. You should then see your new automation in the “Board Automations” tab (Figure F).

Figure F

I strongly encourage you to start creating new automations based on the various templates available. Once you get the hang of it, you can then move on to creating a custom automation from scratch that will start you off with just when this happens, then to do this (Figure G).

Figure G

Here’s how automations are created on monday.com. This should be considered a must-have feature, especially on very busy projects where automating certain repetitive tasks can really help smooth out your workflow with a level of efficiency you might not otherwise have.

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