Dive deeper into automations | monday.com webinars

This webinar will showcase how to use multiple automation recipes to automate entire workflows.
For accessibility purposes, you have the option to turn on subtitles from the CC button on the bottom toolbar of the video.
Learn about how to use automations as building blocks to combine recipes to create an automated process (start to finish).
Explore more complex automations including those which work cross-board, dependencies and those which work with time-tracking.
We’ll also include a short demonstration of the new custom automation builder, the future of automating your monday.com workflows!
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#monday #Automations

[@user-nd5cd9ee4g]

Thanks for the great webinar! 😁

[@rsmayresource7815]

Thanks for this Video, from Japan, involved a lot Southeast Asia LNG Project.

[@Razoyoteam]

Very helpful

[@MilanaNUM]

It would be great if you answer questions on the replies because it would help other Monday users who have the same questions. Do you provide answers when you do a live webinars?

[@mondaydotcom]

Hey! We can certainly answer questions on replies, and appreciate this feedback. At times, depending on the request, we do require users to reach out to support team who can provide more in depth responses. As for your question concerning webinars, yes we sure do 😊Our CX agent running the webinar runs a Q+A at the conclusion of the webinar, and we also have a team member answering questions posted in the chat throughout the webinar!

[@jeromeancheta4243]

Hi Lisa, is there any chance that we can make automation that runs in this flow. when a status is changed it will input a 30-day reminder, and remind you a day before with adding a new item to a new board (eg. to-do list), and once a status change in the to-do list it will update the mother item from the previous board and change the 30-day date again. basically it's recurring automation. please advise. thank you!

[@mondaydotcom]

This seems possible with our automations! Send us an email to [e-mail] and we can look further!

[@camilaperezlavandero4229]

Hi! i love automations but i have a question. i have conected boards and when a new item it's created in the main board i can see the change in the board where it was connected but no when an item it's deleted, it's there a chance to automate that? Thanks :)

[@mondaydotcom]

Hey Camila! This is a known issue, and our developers are working on making the connect boards more streamlined automatically, if a task is deleted. We'd love to hear more about your use case to see if there's a workaround here, so please send us an email to [e-mail] :)

[@michelleafrica220]

Hi, how can I move to another group when Timeline column is used?

[@kevinsharkey9702]

Hello - I'm attempting to use an automation to duplicate a pulse with updates to a new board. However, when the automation duplicates the pulse it removes the updates. However, this is an option when duplicating a pulse manually.

[@mondaydotcom]

Hey Kevin! How about "When update is created, duplicate item and move item to BOARD"? Would this accomplish what you are looking to do? For any other questions, send us an email over to [e-mail] 😇

[@satiirstevenson8732]

Hey, I Have an automation to create a new board when status is changed. I want the new board to mirror the property I have under contract. How would I go about this?

[@candacedelarosa2533]

Good Day, does Monday have an automated export feature? The goal is to archive information on a daily basis

[@mondaydotcom]

We do have automations that will archive items for you! Check out this guide for details and let us know if this helps: bit.ly/3ac3URJ

[@inthacut7513]

Hi, i am trying to create an automaton where each email on the same subject will trigger an update of an open item. When i try, it simply creates a new open item, which is not what i want.

[@mondaydotcom]

Hey Intha! Please send us an email to [e-mail] :)

[@mondaydotcom]

Hey! Where you trying to set this through an automation? For example, moving an item based on a change in the timeline? If it's easier, feel free to reach out to us at [e-mail] so we can be sure we are understanding correctly! 😊

[@kokwaiseow7773]

Hi, I've been assigned as a owner but why i still can't add a new automate to Board ? Could you guide me ?

[@mondaydotcom]

That doesn't sound right! Send an email over to [e-mail] and one of our experts can take a look!

[@faithabellanosa4826]

How to fix Automations in board (Date Live isn't getting updated when things get moved up there because it's set to the Funnel changing

[@mondaydotcom]

Send us an email to [e-mail]!

[@fizzedupslade4082]

Does anyone know how to add estimated time automatically. Having trouble doing this. Using: When an item is created and only if [condition/column] [contains only these labels] set [Estimate time/number column] to [number]. This is not working i.e. when a new item has been created and meets a condition the estimated number column does not populate?

[@mondaydotcom]

Hey there! We'd love to have our support team take a look at your automation and assist here. You can reach them at [e-mail] 🙏

[@29vicky91]

Hi, I love automations :) My question regarding dependencies: Will it be possible someday to get the option, that the "push by x days" will be aware of the weekend and adjust the actual pushing days accordingly? So, when you enter a date, which is a Thursday, and your automation for the next date "pushes 2 days" it would usually end up on a Saturday. So is there an option to skip the weekend? And it actually pushes the date to the next working day?

[@mondaydotcom]

Thank you for this and I completely understand where you are coming from. I believe if you 'Hide Weekends' in the admin settings, it should be able to to skip weekends. Can you let us know if this helps?

[@KathrynVanAernum]

@@mondaydotcom Hide weekends only hides them as you are viewing a calendar, but I have found no way to push working days. I just add 2 days to my workflow - but this would be a great feature to have!

[@jzaladdin]

what is this for? when status changes to done, create a premade update

[@mondaydotcom]

Hey there! With this automation, when the status changes to done, you'll see an update automatically in that desk to outline when the status was changed!

[@aminulsumon]

How can I receive inbound text trough Twilio on monday?

[@mondaydotcom]

Hi there 👋 Currently, the Twilio integration is a one-way integration from monday.com to Twilio. This means it's not possible to have inbound texts populate into your monday.com board. You can achieve this by using a third-party integration service, such as Zapier or Integromat instead!

[@ManojPatel-qp8rj]

Is there a certified Monday IT person we can use to help us thru the automation process?

[@mondaydotcom]

Hey Manoj! Can you reach out to our team at [e-mail]? We'd love to help you with your automations! 🤖

[@Londya]

can we link existing items?

[@mondaydotcom]

Yes, absolutely! Check out these two guides to learn how! 1) bit.ly/3a8xozT 2) bit.ly/3pdBwmk

[@Londya]

@@mondaydotcom I know hoe to do basic linking. I mean, is it possible to link existing items in another board to a new item in a different board VIA automation?

[@mondaydotcom]

You can do this through a status change automation recipe. In the automation center, we have a recipe that will allow you to create a new item on another board when the status of an item in the current board changes. It will also link the two items together. Could that work?

[@lke6320]

Thanks but not easy to understand.

[@mondaydotcom]

We'd love to help you become a monday.com Automations pro! Could you please email us at [e-mail]? We'd be happy to provide additional insight on our automations!

[@mondaydotcom]

Hey Satiir! We'd love to assist and want to ensure we have all the correct details to provide the best solution. We kindly ask if you can forward this question to our expert team at [e-mail] with any additional details/screenshots, so they can thoroughly understand your goal and point you in the right direction? Thanks Satiir! 😊