Monday.com Automations
Board updates, item mirroring, notifications, and cross-board roll-ups for Monday.com workspaces.
6 automations for Monday.com
Pick any workflow and we'll build it for you.
Cross-Board Mirror Sync
Keep status aligned across boards.
How it works
Status changed on master board
Find linked items via connect column
Mirror status update
Notify watchers
Log sync audit
Retry on conflict
Deadline Escalation
Bump priority when timeline slips.
How it works
Daily timeline check
Detect items past due
Change priority column
Notify assignee
Escalate to manager row
Create retrospective task root cause
Budget Burn Alert
Compare actual hours vs estimate.
How it works
Hours logged weekly
Sum vs estimate column
If >90% send warning
Lock new scope requests flag
Notify PM and finance
Suggest change order template email
Client Portal Item Creation
Create intake items from Typeform.
How it works
Form submitted
Create group row
Populate columns
Assign PM
Send Monday magic link invite
Post Slack channel announcement
Approval Column Workflow
Multi-step approvals before Done.
How it works
Status set to Pending Approval
Notify approver list
Collect approve/reject clicks
If rejected move back with reason
If approved advance stage
Archive attachments to Drive
Weekly Executive Snapshot
PDF summary of board KPIs.
How it works
Friday 4pm trigger
Aggregate completion metrics
Generate summary chart image
Email PDF to leadership
Archive file to folder
Post highlights to Slack exec channel
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