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How to make an automation in monday.com

The monday.com Work OS platform provides a powerful automation tool. Jack Wallen walks you through your first steps with this tool to help improve the efficiency of your workflow.

Laptop computer with monday.com logo
Image: monticello/Adobe Stock

Work OS, from monday.com, provides plenty of tools for busy project leaders and stakeholders. One such tool is Automations, which makes it easy 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 that perfectly fit the needs of your teams.

SEE: Hiring Kit: Project Manager (TechRepublic Premium)

Within the world of monday.com automation, there are three keys to understand, which are:

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

For example, you can have an automation with the following:

  • Tractor: When the status of a card changes.
  • Prerequisite: When the card status changes to POST PRODUCTION.
  • Action: Notify Jack Wallen.

The nice thing about monday.com automations is that they are quite flexible, so you can create an automation that fits just about any workflow. Let me show you how.

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 demonstrate work management from Monday projects on moday.com. With that account in hand, we move on to the automations.

How to create your first mondy.com automation

Log in to your monday.com account, navigate to the Workspace you want to use, then open a project. From the project page (Image A), click Automate, in the top right corner.

Image A

The Automate button is located at the top right of any project page.

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

Figure B

The monday.com Automations Center tab.

For your first automation, you may want to browse the recommended automations, which can serve as a template to create something new. By using a template, you only need to click on certain fields to complete the automation.

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

Figure C

Customize a basic automation for monday.com.

In the resulting popup, you just need to adjust the underlined options, which are Status, Something, Report and Someone. For example, click Status to display a popup where you can select a specific column to use (Figure D).

Figure D

Configure the Status option for a monday.com automation.

The only bump in this otherwise smooth ride could be when you click Report in the automation, which requires you to personalize the message sent in the form of (Figure E):

“Hello {item name}, {item name} has been marked as {item status}.”

Here’s an example I created for the Report field:

“Hey {user name}, {creative’s name} from {board name}, has been marked as {creative’s Status}.”

Figure E

Customize the Notify option for an automation.

After you configure the automation, click Create automation to save and enable it. You should then see your new automation appear in the Board Automations tab (Figure F).

Figure F

Our new automation has been successfully created.

I strongly recommend that you start by creating new automations based on the various templates available. Once you get the hang of it, you can move on to creating a brand new automation, starting only when it happens, to do this (Figure G).

Figure G

How a custom automation starts in monday.com.

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

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