Monday Automations: How to Automate Workflows on Monday.com

Automation is one of Monday.com’s standout features. Whether you’re managing projects, tracking sales pipelines, or streamlining HR operations, Monday automations help you eliminate repetitive work, reduce human error, and move faster. But how do they work, and what’s possible?

In this article, we’ll walk through how Monday.com automations work, show examples of automation recipes, and explore when and why to use them—so you can save time and improve team productivity.

🔄 What Are Monday Automations?

Monday.com automations are rule-based workflows that trigger specific actions based on defined conditions. These “if this, then that” sequences help you:

1. Auto-assign tasks to team members
2. Send notifications
3. Move items between Monday boards
4. Set due dates
5. Update statuses
6. Integrate with tools like Slack or Gmail

The best part? You don’t need coding experience. Everything works via templates or a visual builder.

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⚙️ How Do Automations Work in Monday.com?

Automations are made up of three components:

1. Trigger – The event that starts the automation (e.g. “When status changes to Done”)
2. Condition – Optional rule that adds filters (e.g. “only if Priority is High”)
3. Action – What the automation does (e.g. “then move item to Completed group”)

You can use pre-built automation recipes or create your own with the custom automation builder.

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🧪 Monday Automation Examples (Built-In Recipes)

Here are some popular monday.com automation recipes for different use cases:

Project management

Trigger	Action
When status changes to “Done”	Move item to “Completed” group
When item is created	Assign to Project Manager
When due date arrives	Notify team in Slack

Sales & CRM

Trigger	Action
When status changes to “Won”	Create item in Onboarding board
When new lead is added	Send welcome email via Gmail

HR / Recruitment

Trigger	Action
When candidate status is “Hired”	Create task in Employee Onboarding board
When interview date is reached	Notify HR team

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🛠️ Creating Custom Automations in Monday

To create a custom automation:

1. Click Automate in the top menu bar of your board
2. Select “Create Custom Automation”
3. Use the visual builder to define your trigger, conditions, and actions
4. Click Activate

Monday will instantly begin monitoring your board for matching events.

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💬 Integrations with Monday Automations

You can combine automations with Monday integrations like:

1. Slack – Send real-time team updates
2. Gmail/Outlook – Automate email responses
3. Zoom – Create Zoom links automatically
4. Google Calendar – Schedule meetings based on board data
5. Everhour – Track time and manage workload with its Monday time tracking integration

This unlocks powerful workflow automation across tools.

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🧩 Limitations of Monday Automations

1. Monthly limits apply (varies by plan: e.g., 250 for Standard)
2. No multi-step automations (only one action per recipe unless grouped)
3. Some automations require a Pro or Enterprise plan
4. Performance may lag with high-volume boards

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✅ When Should You Use Automations in Monday?

Use automations when you want to:

1. Reduce manual status updates
2. Get timely notifications
3. Keep boards in sync
4. Move data across departments
5. Trigger emails based on board activity

They’re invaluable in scaling your operations without hiring more people.

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❓ FAQs About Monday Automations

Can I use automations in the free plan?

No. Automations are available starting from the Standard plan and up.

How many automations can I run?

It depends on your plan. Standard includes 250 runs/month, Pro has 25,000, and Enterprise offers even more.

Can automations send emails?

Yes—with Gmail or Outlook integrations.

Can I combine multiple actions in one automation?

Yes, you can chain actions if you use grouped recipes or integrations.

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🧠 Final Tips for Mastering Monday.com Automations

• Use naming conventions for automation clarity
• Combine automations + integrations for full power
• Review automation usage monthly to avoid hitting limits
• Use conditional logic to refine automated actions

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To get the most out of your workflows, pair Monday.com with a powerful time tracker like Everhour. It offers seamless Monday time tracking, helping teams stay on top of hours, budgets, and productivity—all in one place. Learn how it can help with product management in Monday!