How Do I Set Up Automations in Monday.com? A Step-by-Step Guide
Learn how to create automations in Monday.com to save time and keep your workflows running smoothly. A step-by-step guide with examples.
Tired of manually updating statuses or chasing approvals in Monday.com?
Automations are your best friend.
With just a few clicks, you can make Monday.com handle the repetitive work for you—so you can focus on what matters most.
Here’s how to set up automations step by step.
1. What Are Automations in Monday.com?
Automations let you create rules that trigger actions when certain conditions are met.
Think of them as if-this-then-that workflows:
If a status changes to “Done,”
Then move the item to the “Completed” group.
They save time, reduce human error, and keep everyone aligned.
2. How to Access Automation Recipes
Open the board where you want to create automations.
Click the Automate button at the top of your board.
The Automations Center will open, showing hundreds of ready-made recipes.
Here, you can browse automations by category:
Status Changes
Date Arrives
Recurring Tasks
Item Creation
Notifications
Dependencies
3. Choose or Create an Automation Recipe
You have two options:
Use a Pre-Made Recipe
For example:
When status changes to Done, notify someone.
Every Monday at 9am, create an item.
When a date arrives, move the item to a group.
Create a Custom Automation
Click Create Custom Automation, then build your own rule step by step:Trigger: What happens to start the automation (status change, date, etc.)
Condition: Optional filters to narrow it down.
Action: What you want Monday.com to do automatically.
4. Popular Automation Examples
Here are a few of the most useful automations for teams:
Recurring Tasks
Every Friday at 3pm, create a task called “Weekly Report.”
Status Updates
When a status changes to “Done,” move the item to “Completed.”
Due Date Reminders
When a due date arrives, notify the owner.
Auto Assign
When status changes to “In Progress,” assign the item to a specific person.
Dependency Notifications
When a dependency is done, notify the next owner.
5. Managing and Editing Automations
After you create automations:
Go to Automate > Board Automations.
See all active automations.
Click the three dots (…) to edit, duplicate, or delete any rule.
Toggle any automation ON or OFF as needed.
Pro Tip: Keep automations simple and test them with a sample item before rolling out to your whole board.
6. Automation Limits and Considerations
Depending on your Monday.com plan, you have:
A monthly quota of automation actions
Limits on certain advanced features
If you have high-volume workflows, consider upgrading to Pro or Enterprise plans for more capacity.
Setting up automations in Monday.com doesn’t require coding—just a clear process and a little creativity.
By automating routine work, you’ll free up time, reduce errors, and keep your projects moving smoothly.
Ready to build smarter workflows?
Start a Free Monday Work Management Trial