Ever feel like you are doing too much manual work? Wish you could have monday.com take steps for you without learning to code first? You're in luck!
Our Automations allow you to use an event inside monday.com (like the changing of a status) to trigger an action (like sending a notification). This is done by using predefined automation flows which we have created for you to choose from. How does it work? Keep reading to find out.
What are Automation Flows?
Automation flows are combinations of triggers and actions, which we provide for you, where you customise the parameters of each aspect of the flow to suit your exact needs. Let’s walk through an easy example: when a status updates to something, notify assignee. In the platform, this would look like this
In this instance, the trigger will be a specific status column changing to a specific label, where both parameters are chosen by you (i.e. which column and which label). This trigger will cause the action (a notification, the wording which you will determine, being sent to the associated assignee).
We have created many flows for you to choose from, allowing you to create lots of cool Automations inside your monday.com account.
How to add and Automation?
- Add it to your board
To add an Automation, go to the board you want to create an Automation for and click on the Automate button, located on the upper right of your screen.
Once on the page, click on + add automation at the top right as below:
You will then see a list of available automation flows to use. Right now, we have the option to add notifications sent inside monday.com, or by SMS through Twilio, based on a range of triggers. Pick the automation flow of your choice and click on "Add to board".
- Set your parameters
Once you've picked your automation flow, you will need to add your parameters. Anywhere in the flow which is underlined is a parameter. In our example, let's say that whenever the "Copywriting" status column updates to "Done", the associated assignee in the "Editor" person column, will be notified.
After clicking on the “notify” parameter you can type out what you want your notification to say. Variables for the pulse name, board name can be added to your notifications by clicking on on the blue buttons at the bottom of the notification editor.
Then, for the purpose of this example, select the “Editor” column for the “someone” parameter.
After clicking “Add to Board”, the Automation will be turned on.
Now each time the Copywriting status is changed to Done, the person assigned in the Editor column will automatically get a notification in the bell icon and via email.
We’ve done it! Our first Automation is live.
How to edit or delete an Automation?
Once you have added Automations to your board, you can toggle Automations on and off using the switch icon. You can also use the pencil icon to edit the Automation or the trash can to delete it entirely.
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