Overview

Custom automations in monday.com allow you to build personalized workflows tailored to your unique needs. Rather than relying solely on pre-built automation recipes, you can define your own triggers, conditions, and actions to streamline processes across your workspace.

This article walks you through creating custom automations step-by-step, with examples and best practices to help you maximize productivity.

---

⚙️ What Are Custom Automations?

A custom automation is a rule-based workflow that follows the format:

When something happens, and only if certain conditions are met, then do something else.

These automations go beyond standard recipes, allowing you to customize logic specific to your team or process.

---

🛠️ How to Create a Custom Automation

Step 1: Open the Automation Center

1. Go to your monday.com board.
2. Click “Automate” (top-right corner).
3. Select “Create Custom Automation.”

---

Step 2: Choose a Trigger

The trigger is the event that starts the automation.

Common triggers include:

• When a status changes
• When a date arrives
• When an item is created
• Every time period (daily/weekly)
• When a subitem is updated

🔔 Example: “When status changes to Done…”

---

Step 3: Set Conditions (Optional)

Conditions are optional but allow you to fine-tune your automation.

Examples:

• Only if Priority = High
• Only if Person is assigned
• Only if Status is not “Blocked”

🔍 Example: “…and only if Priority is High…”

---

Step 4: Define the Action

The action is what happens when the trigger (and conditions) are met.

Common actions include:

• Move item to group
• Change column value
• Create a new item
• Notify someone
• Assign a person
• Archive or delete an item

✅ Example: “…then notify the manager and move the item to the Done group.”

---

Step 5: Save and Activate

• Click “Create Automation”
• It will immediately appear in your board’s automation list
• Test the automation with sample data

🧪 Tip: Start small and test before scaling to avoid unexpected behavior.

---

💡 Examples of Custom Automations

Use Case	Custom Automation Rule
Task Completion	When status changes to Done, move item to Completed group
Escalation Trigger	When date arrives and Status is not Done, notify Team Lead
Auto Assignment	When item is created and Type is Bug, assign to Dev Team
Daily Reminder	Every day at 9AM, notify “@Team” about uncompleted items
Subitem Completion Tracker	When all subitems are done, change parent status to Done

🧩 Advanced Tips

• Use multiple actions in one automation (e.g., notify + move + update).
• Combine with board filters to keep visual workflows clean.
• Use dynamic placeholders like {item.name} or {column value} in messages.
• Combine with integrations (e.g., Slack, Gmail) for external actions.

---

🔄 Editing or Deleting a Custom Automation

1. Click “Automate” on your board.
2. Navigate to the “Board Automations” tab.
3. Locate the automation and click the three-dot menu (⋮).
4. Select Edit, Deactivate, or Delete.

---

✅ Best Practices

• Label your automations clearly to understand their function at a glance.
• Group related automations for consistency (e.g., Task Automations, Alert Automations).
• Avoid conflicting automations that may trigger each other in loops.
• Periodically review and clean up outdated automations.

---

🧰 Common Use Cases by Team

Team	Use Case Example
Marketing	Auto-notify content creators when status = Ready
Sales	Auto-assign leads based on region
HR	Send onboarding tasks when employee is added
IT / Dev	Auto-create bug tickets based on form submissions

Need Help?

If you’re not sure how to design the right custom automation or need help troubleshooting, reach out to your workspace admin or contact monday.com support.