Overview

Automations and integrations in monday.com help reduce manual work, keep your workflows consistent, and connect your favorite tools—all in one place. Whether you’re streamlining repetitive tasks or syncing with external platforms, monday.com’s automation engine and integration center give you the power to work smarter, not harder.

This article explains how to set up automations and integrations, provides common use cases, and offers best practices.

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🤖 What Are Automations?

Automations are rule-based actions that trigger specific outcomes on your boards. They follow the format:

When X happens, do Y.

Examples:

• “When status changes to Done, move item to Completed group.”
• “Every Monday at 9AM, create a new task.”
• “When a date arrives, notify the assignee.”

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🔌 What Are Integrations?

Integrations allow monday.com to communicate with external platforms such as:

• Google Calendar
• Slack
• Microsoft Teams
• Gmail/Outlook
• Zoom
• Dropbox
• Jira, GitHub, Salesforce, and more

This means you can automatically send, receive, or update information between monday.com and your favorite tools.

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🛠️ How to Set Up Automations

Step 1: Open the Automation Center

1. Open your board.
2. Click “Automate” in the top-right menu.
3. Choose from:
   • Automation Recipes (pre-built options)
   • Custom Automations (build your own)

Step 2: Choose a Trigger & Action

Example:

Trigger: “When a status changes to Done”
Action: “Move item to group ‘Completed’”

Step 3: Activate and Save

Once configured, turn it on and test it to ensure it works as expected.

🧠 Tip: Use filters to show only tasks impacted by automations, and keep a log of all active automations.

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🔄 Popular Automation Use Cases

Use Case	Automation
Task Completion	When status changes to Done, move item to Completed
Recurring Tasks	Every Monday at 9AM, create a new task
Deadline Alerts	When a date arrives, notify the assignee
Workflow Transitions	When status changes to In Review, assign to Manager
Sync Status	When subitems are all Done, mark parent item as Done

🌐 How to Set Up Integrations

Step 1: Open the Integration Center

1. Click “Integrate” on your board.
2. Search for your desired platform (e.g., Slack, Outlook, Google Calendar).

Step 2: Connect Your Account

You’ll be prompted to authenticate and grant permission to link your external tool to monday.com.

Step 3: Choose an Integration Recipe

Each platform has pre-built recipes. For example:

• Slack: When status changes, send a message to a Slack channel.
• Gmail: When item is created, send an email to [email address].
• Google Calendar: When date arrives, create an event in Google Calendar.

🔐 Note: You may need admin permissions to connect external accounts.

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🔄 Popular Integration Use Cases

Tool	Integration Recipe
Slack	When task status is In Review, send message to #project-updates
Google Calendar	When a task is scheduled, create a calendar event
Gmail	When item is created, send email confirmation
Microsoft Teams	Send a message when task is assigned
Jira	Create/update issue when item status changes
Zoom	Automatically generate a Zoom meeting link for events

✅ Best Practices

• Name automations clearly for easy management.
• Avoid over-automating—test in stages before scaling.
• Group automations by function (e.g., task updates, alerts, communication).
• Audit regularly to remove outdated or conflicting rules.
• Use conditions (e.g., “Only if priority = high”) to fine-tune custom automations.

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⚙️ Troubleshooting Tips

• Check if columns referenced in the automation/integration exist and are spelled correctly.
• Ensure your integration credentials are up to date.
• Conflicting or duplicate automations can cause unexpected results—review logs.
• Use the Activity Log to trace automation actions.

Need Help?

If you need help designing automations or integrating third-party tools, contact your workspace admin or reach out to monday.com support. For complex workflows, consider working with a monday.com certified partner.