Manual updates. Missed handoffs. Teams bogged down in admin.
That hidden tax of growth? People doing work about work instead of actual work.
monday.com’s automation engine is built to remove that tax — but most teams only use a fraction of its power. We’ll show you six real workflows that you can automate in monday.com, complete with examples you can adapt to your own needs.
Every growing company wants to move faster without adding headcount. monday.com automations make that possible by turning tedious steps into automatic actions.
Instead of manually assigning tasks, chasing updates, or copying data between boards, automations let you trigger actions when statuses change, notify people at the right moment, keep boards in sync, and generate reports.
Dashboards pull data from multiple boards so you can get a high‑level view of everything important in one place. Cross‑board automations let an action in one board create or update items in another board, keeping projects cohesive.
Automations aren’t just time savers. Done right, they improve quality, consistency and scale.
Deals can close smoothly yet details get lost. Clients re‑explain themselves, and account managers scramble.
To fix it, set up a cross‑board automation: when a deal’s status changes to “Closed Won” in your CRM board, monday.com creates a new item in the client onboarding board and maps key fields like company size, contract type, and kickoff date. The assigned account manager receives a notification automatically.
Result: sales to customer success handoffs happen without Slack messages, spreadsheets or guesswork.
Project requests often pile up in inboxes. Nothing gets reviewed systematically.
monday WorkForms solve this by turning a form submission into an item on your board — forms sync automatically with your boards and workflows. Create a WorkForm for project requests and direct submissions into an intake board. An automation assigns each request to the right reviewer. When approved, a new group or item appears on your main projects board.
Because forms always create new items rather than editing existing ones, you get a clean audit trail.
Deadlines slip when nobody remembers to follow up. Managers end up chasing rather than leading.
Use due‑date automations to create reminders. monday.com lets you schedule an automation that notifies someone when a date arrives or when a date has passed. You can configure triggers to run exactly on the due date, on a recurring schedule, or when the date is overdue.
Set a rule to ping the task owner two days before the due date. Set another to notify the project lead if a task status stays “Stuck” after the due date. Problems surface early, and nudges happen without micromanaging.
Onboarding steps often vary by customer, and teams forget tasks. Clients notice when something is missing.
Automations can create subitems as soon as an item reaches a certain status. For example, when a new client item is added, you can trigger an automation to create a series of subitems — a checklist of onboarding tasks like IT setup, training, and billing. Each subitem can be assigned to the right owner. If a step lingers too long, due‑date reminders keep it from falling through the cracks.
That way, every client sees a consistent onboarding journey.
Campaign tasks often live in scattered spreadsheets and docs. Nobody sees the big picture.
With automation, when a campaign is marked “Approved” on your marketing board, monday.com can auto‑create a new board or group with pre‑loaded tasks. Dependencies link automatically so that design happens before ads and copy is final before a send.
Dashboards pull metrics from multiple boards to give you a real‑time campaign overview. You can see design progress, ad spend, and copy approvals in one place. Leadership gets visibility without asking for status updates.
Executives want metrics, but manual reporting is slow. monday.com dashboards let you view summaries and reports from multiple boards in one high‑level layout. You choose which boards and fields to connect and configure the layout and widgets.
For deeper reporting, you can export dashboards or integrate with apps that email reports on a set schedule. It’s a flexible way to share pipeline health, project completion rates or customer satisfaction without pulling data manually.
We see many teams underusing automations. They know monday.com can do more but don’t know where to start.
OrangeDot helps by auditing your existing boards, identifying automation opportunities and building workflows that connect sales, marketing, operations and delivery. We also train your team so that automations stick — instead of getting turned off in frustration.
It’s not about adding complexity. It’s about removing busywork so your people can do their best work.
📢 Need help implementing this in monday.com? Talk to a certified monday.com expert → Contact Us
Can monday.com automate across multiple boards?
Yes. Cross‑board automation templates let an action in one board trigger an action in another board, and you can map fields between boards.
Do automations cost extra?
Automations are part of most paid plans, but each plan has a monthly action limit. Standard plans include a 250 action limit, and actions over the limit are deducted from the next month’s allocation. Enterprise customers can purchase additional actions.
Can I create subitems automatically?
Yes. You can set an automation that creates subitems when a status changes and customize those subitems.
How do reminders work?
Automations allow you to schedule reminders when a date arrives, on a recurring schedule, or when a due date has passed.
Automations in monday.com aren’t just nice to have. They’re the difference between scaling smoothly and drowning in admin.
Start with one or two workflows. Prove the value. Then expand.
And if you’d rather skip the trial and error, OrangeDot can help design an automation strategy that actually works for your business.
