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Efficient working with monday.com workflow automation

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12. September 2023

Effizientes Arbeiten mit monday.com Workflow-Automatisierung

In today’s fast-paced business world, time is of the essence. Every minute spent on manual tasks and repetitive processes comes at the expense of focusing on strategic initiatives and creative problem solving. This is where the power of automation comes into play. With monday.com’s robust workflow automation features, you can save valuable time by automating repetitive tasks and processes. This ultimately increases the efficiency and productivity of your team.

In this blog, we explore how you can use the full potential of monday.com’s automation capabilities to optimise your work.

Why workflow automation is important

Imagine a situation where team members can make the most of their time because they no longer have to manually update the status of tasks or send reminders. With the support of automation tools such as those from monday.com, the team can focus entirely on challenging and enriching activities. This opportunity to focus on valuable tasks that require creativity, critical thinking and problem solving increases team engagement and minimises the likelihood of errors.

Does monday.com have automation functions?

Yes, of course monday.com’s automations are a powerful feature that allows users to streamline and improve workflow by automating repetitive tasks and processes. These automations act as digital assistants that respond to specific triggers and perform predefined actions to complete tasks without manual intervention.

By utilising monday.com’s automation capabilities, teams and individuals can significantly increase efficiency, reduce human error and ensure consistency in their workflows. Whether it’s sending notifications, updating statuses, assigning tasks or generating reports, automations empower users to focus on valuable activities that drive productivity and enable strategic decision making. With a user-friendly interface that allows for easy customisation and setup, monday.com’s automations provide a versatile solution for optimising various aspects of project management, collaboration and communication.

Getting started with automation with monday.com

Identify repetitive tasks:

The first step to utilising monday.com’s automation features is to identify tasks or processes that are repetitive. This can include sending reminders, updating statuses, assigning tasks and more.

Accessing the Automation Centre:

In your monday.com workspace, you will find the Automation Centre at the top right of your screen. You can set up and manage your automation processes there.

Getting started with automation with monday.com

Select a trigger:

Triggers are events that initiate an automation. You can choose from a range of triggers, e.g. when the status of an article changes, when a date is approaching or when a new article is created.

monday.com Workflow automation

Select a condition:

Depending on the trigger you have selected, you must now choose a condition. Wir wollen zum Beispiel eine Aktion auslösen, wenn die Statusspalte auf “Done” wechselt. To do this, we select the condition “something” and then the status label “Done”.

monday.com Workflow automation

Select actions:

Select actions: As soon as a trigger occurs, you can define the actions you want to automate. These actions can include sending notifications, updating columns, moving items to specific groups and much more.

monday.com Workflow automation

Advantages of workflow automation

      • Time savings: Automation reduces the time spent on manual tasks and allows your team to focus on value-adding work.
      • Consistency: Automation ensures that processes are consistently adhered to in order to minimise errors and deviations.
      • Increased productivity: By automating routine tasks, your team can work on tasks that require creativity and critical thinking.
      • Improved communication: Automated notifications keep everyone informed about task updates and prevent misunderstandings.

Customised automations on monday.com

In addition to its native automation capabilities, monday.com can be integrated with tools such as Make integrated to further enhance your automation capabilities. Make is a robust automation platform that allows you to create customised workflows and connect different apps and services. By integrating monday.com with Make, you could create more complex and specialised automation scenarios tailored to your specific requirements;

If monday.com can’t do everything you need automatically, you can turn to us as a monday.com partner. We help you to add the missing functions.

Blinno GmbH works with monday.com and Make and specialises in developing exactly the solutions you need. We work closely with your team to understand exactly what you need. With our help, you can create special automation workflows that work well with monday.com. This helps you to work more efficiently and productively.

Conclusion

monday.com’s workflow automation features are a decisive advantage for companies that want to optimise their processes and increase their productivity. By automating repetitive tasks, you free up your team to focus on what really matters – innovation, collaboration and achieving strategic goals.

Take some time to explore monday.com’s automation capabilities, identify opportunities to automate workflows and unlock the full potential of every team’s efficiency. Discover automation and experience how your productivity soars to new heights.

We are Blinno GmbH

Official monday.com partner in the entire DACH and UK region since 2019 and active in monday.com consulting and training.

Not sure if monday.com is right for you? We place great emphasis on honesty and transparency. In a free initial consultation, we will be happy to advise you on whether WorkOS could be the right choice for your company.

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