Overview

Pre-built automations in monday.com help you save time and improve consistency—without writing a single line of code. These plug-and-play workflows handle everything from reminders and assignments to task tracking and status updates.

In this article, you’ll discover the most useful and popular pre-built automations across different use cases, plus tips for customizing them to fit your workflow.

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? Getting Started with Pre-Built Automations

How to Access Pre-Built Automations:

1. Go to the board where you want to add automation.
2. Click “Automate” in the upper-right menu.
3. Browse the Automation Center, or use the search bar to find automations by category (e.g., Due Date, Status, Recurring Tasks).
4. Click a recipe, configure the settings (columns, values, dates), and hit “Add to Board.”

? You can activate or edit them anytime under the “Board Automations” tab.

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⭐ Top Recommended Pre-Built Automations

✅ Task Management

1. When status changes to Done, move item to group Completed
   • Great for organizing finished work and keeping your board clean.
2. When a date arrives and status is not Done, notify someone
   • Automatically reminds assignees when tasks are overdue.
3. Every Monday at 9AM, create an item
   • Perfect for setting up recurring weekly tasks or check-ins.
4. When an item is created, assign a person
   • Ensures no task goes unassigned right from the start.

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? Time & Deadline Management

1. When deadline arrives, change status to Overdue
   • Visual cue for missed deadlines—combine with alerts for impact.
2. When date is reached, notify team
   • Great for upcoming meetings, campaign launches, or review cycles.
3. When status is changed to In Progress, set current date in Date column
   • Automatically log the start date of any task.

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? Notifications & Alerts

1. When status changes to [Blocked], notify manager
   • Flags roadblocks early and keeps managers informed.
2. When item is created, notify [Team or Person]
   • Useful for intake or form-based workflows.
3. When subitem status changes to Done, notify parent item owner
   • Keeps the parent task owner in the loop.

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? Workflow Automation

1. When status changes to [In Review], move item to Review group
   • Helps segment tasks by stage without manual sorting.
2. When subitems are all marked Done, change status of parent to Done
   • Automatically marks a parent task complete when its children are.
3. When status changes to Waiting, set Date for 3 days later
   • Automatically adjusts follow-up deadlines.

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?‍?‍? Collaboration & Assignment

1. When status changes to Needs Review, assign to Project Lead
   • Ensures the right person gets involved at the right time.
2. When item is moved to group [X], assign [Team Member]
   • Automates handoffs between teams or departments.

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? Pro Tips for Using Pre-Built Automations

• Combine multiple automations to create layered workflows (e.g., notify + assign + move).
• Use conditions within custom automations if pre-built options don’t fully match your needs.
• Test automations with dummy data to ensure they trigger correctly before scaling.
• Name automations clearly (e.g., “? Deadline Alert – Notify PM”) for better tracking.

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? Suggested Automations by Team

Team	Recommended Pre-Built Automations
Marketing	Notify on content due dates, assign reviewer when status = Review
Sales	Auto-assign leads, send alert when lead is marked “Hot”
HR	Create onboarding tasks weekly, notify HR when new hire is added
Dev/IT	Notify on bug submission, mark overdue bugs, assign based on priority
Operations	Move items based on workflow stage, schedule recurring checklists

? Managing Your Automations

1. Click “Automate” on your board.
2. Go to “Board Automations” tab.
3. Use the search bar to filter, edit, deactivate, or delete automations.

? Tip: Periodically audit automations for relevance and efficiency.