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SERVICES

Automation &
Integration

Eliminate repetitive manual tasks with smart automations and connect monday.com to the tools your team already uses — all working seamlessly together.

How it works

We take a methodical approach to automation — no guesswork, just reliable workflows.

01
Automation Audit
We map out every repetitive manual task your team does — status updates, notifications, assignments, emails — and identify which can be automated.
02
Recipe Design
We design automation recipes tailored to your workflows, including multi-step sequences, conditional logic, and cross-board triggers.
03
Integration Setup
We connect monday.com to your existing tools — whether that's Slack, Gmail, HubSpot, Xero, or a custom API — to centralise your data automatically.
04
Test & Deploy
Every automation is thoroughly tested before going live, with documentation so your team understands exactly what's running and why.
What's included

Everything you need to automate the repetitive and connect the dots.

Custom automation recipes built to your exact workflows
Multi-step and conditional automation logic
Third-party integrations (Slack, Gmail, HubSpot, and more)
API connections for tools without native integrations
Cross-board automations for complex workflows
Automation documentation in Scribe format
Testing and quality assurance before go-live
30-day support post-deployment
Common use cases

Real examples of how automation saves time and removes friction.

Automated Status Notifications
When someone marks a task done, the next person is notified automatically — via Slack, by email, or directly in monday.com. No more manual messages saying you're ready.
Lead Assignment & CRM Sync
A new lead comes in from your website, gets created in monday.com, assigned to the right rep, and logged in your CRM — all without anyone touching it.
Invoice & Finance Triggers
When a project is marked complete, your finance team is notified, and an invoice request is sent or created in Xero or QuickBooks automatically. The handoff between delivery and billing stops being a bottleneck.
Recurring Task Creation
Weekly reports, monthly reviews, compliance checks — any task that happens on a schedule gets created automatically, with the right assignee and deadline already in place.
Get started

Let's talk about your workflow

Book a free consultation and we'll explore how monday.com can transform the way your team works. No obligations, just clarity.

  • ✓ Free initial consultation — no strings attached
  • ✓ Tailored recommendations for your business
  • ✓ Transparent pricing with no hidden costs
We typically respond within 24 hours