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SERVICES

Monday.com Custom Automations &
Integrations

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.
Free tool
Plan your automations with our free Build Spec Generator

Describe your workflows and get an AI-generated monday.com build plan with recommended automations and integrations — completely free, no sign-up required.

Try the Build Generator — it's free →

Frequently asked questions

Common questions about our monday.com automation and integration service.

What tools can you integrate with monday.com?
We integrate monday.com with Slack, Gmail, Outlook, HubSpot, Salesforce, Xero, QuickBooks, Google Sheets, Zapier, and custom APIs. If a tool doesn't have a native integration, we can build a custom API connection.
What are monday.com automations?
Automations are rules that trigger actions automatically. For example, when a task status changes to 'Done', the next person can be notified via Slack, an invoice created in Xero, or a follow-up task generated — all without manual effort.
How much time can automations save my team?
Most teams save 5 to 15 hours per week by automating repetitive tasks like status notifications, task assignments, follow-up reminders, and data entry across tools. Savings depend on your current processes and team size.
Do you provide support after automations are set up?
Yes. Every project includes thorough testing, Scribe documentation, and 30-day post-deployment support. For ongoing changes, our Managed Services packages provide flexible banked hours.

Related services

Automation works best as part of a well-structured workspace. Explore our other monday.com services.

⚙️
Setup & Configuration
Starting from scratch? We build your monday.com workspace with boards, columns, automations, and integrations tailored to your team.
📈
Health Check & Optimisation
Already using monday.com but it's not quite right? We audit, restructure, and optimise your workspace for peak efficiency.
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Managed Services & Banked Hours
Ongoing support when you need it. Bank hours for future automations, new boards, and changes as your business grows.
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Training & Handover
Hands-on training sessions and Scribe documentation so your team fully understands and adopts your monday.com workspace.
Get started

Let's talk about your workflow

Book a free 20-minute call and we'll map out exactly what your monday.com setup should look like — tailored to your team, your processes, and your goals.

  • ✓ Free 20-minute consultation — no strings attached
  • ✓ Walk away with a clear action plan
  • ✓ Transparent pricing with no hidden costs
Limited consultation slots available this week