Enhancing Your Project Board with Automations

1. Accessing Automation Center: Click on the “Automate” button located at the top right corner of your board. This will open the Automation Center, where you can create and manage automations.

   

   
   

2. Choosing an Automation Recipe: Monday.com offers a variety of pre-built automation recipes that you can customize to fit your needs. For example, you can set up an automation to move a task to the “Completed” group when its status is marked as “Done.”

   

   
   

3. Creating Custom Automations: If none of the pre-built recipes meet your needs, you can create custom automations. Click on “Create Custom Automation,” select a trigger (e.g., “When status changes to”), and then choose an action (e.g., “Move item to group”).

   

Using Integrations to Enhance Automations

• On the same widget, click on “Connections”

  
  

  

  
  

• Then, “explore integrations”

  
  

  

  
  

• Email Notifications: Set up automations that send email notifications when specific actions occur on your board.

  
  

  

  
  

• Slack Integration: Connect Monday.com with Slack to receive real-time updates and notifications in your Slack channels.

  
  

  

  
  

• Google Calendar Integration: Sync your tasks and deadlines with Google Calendar to ensure everyone is aware of upcoming due dates and milestones.