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SERVICES

Monday.com Workspace Audit &
Optimisation

Already using monday.com but it's not quite working how it should? This is more than a report — we audit your setup, identify what's holding you back, and implement the fixes for you. (Just want a free report? Try our Health Check Tool.)

Sound familiar?

If you're experiencing any of these, it's time for a health check.

Boards feel cluttered and hard to navigate
Automations are broken or triggering incorrectly
Data is duplicated across multiple boards
Team members aren't using monday.com consistently
Dashboards aren't showing useful information
It takes too long to find what you're looking for
How it works

A structured audit that delivers clear findings — then we implement the improvements for you, hands-on.

01
Workspace Audit
We conduct a comprehensive review of your existing monday.com setup — boards, automations, integrations, permissions, and data quality.
02
Findings Report
You receive a detailed written report highlighting issues, inefficiencies, broken automations, and missed opportunities — with clear recommendations.
03
Restructure & Optimise
We implement the agreed improvements — streamlining boards, fixing automations, consolidating redundant workflows, and improving overall clarity.
04
Training & Documentation
We update your team's Scribe documentation to reflect the new structure and ensure everyone understands the improved setup.
What we fix — and what you gain

Real improvements that translate directly into time saved and efficiency gained.

Cluttered, unused boards
When a board has 40 columns and half of them are never used, it's a problem. We strip out what isn't needed, restructure what's left, and make it clean and usable again.
Broken or misfiring automations
An automation that sends the wrong notification — or no notification at all — causes real confusion. We test, find problems, get them balanced, and trust in the system is restored.
Inconsistent team adoption
If monday.com still feels like a chore that doesn't match how your team actually works, they just won't use it. We rebuild it around your real workflow so adoption becomes the path of least resistance.
Poor reporting visibility
If your managers can't see today's key metrics from one dashboard, you're losing time. We rebuild your dashboards with the right views so the weekly catch-up becomes a conversation, not a scavenger hunt.
Free tool — report only
Just want a report you can action yourself?

Answer a few quick questions about your current workspace and get an instant, personalised health check report with recommendations — no sign-up required. It's yours to act on however you like. Prefer us to make the changes for you? That's exactly what the hands-on Health Check & Optimisation service above does.

Try the Health Check Tool — it's free →

Frequently asked questions

Common questions about our monday.com health check and optimisation service.

How do I know if my workspace needs a health check?
Common signs include cluttered boards, broken automations, duplicated data, inconsistent team adoption, and dashboards that don't show useful information. If your team spends more time managing monday.com than getting work done, it's time for a health check.
What does a monday.com health check involve?
Our health check includes a comprehensive workspace audit covering boards, automations, integrations, permissions, and data quality. You receive a detailed findings report with clear recommendations, followed by hands-on restructuring and optimisation.
Will my team need to stop using monday.com during optimisation?
No. We work within your live workspace and implement changes incrementally to minimise disruption. We coordinate timing with your team for any changes that affect active workflows.
Can you fix broken monday.com automations?
Yes. Fixing broken or misfiring automations is one of the most common outcomes of our health check. We audit every active automation, identify what's failing, and rebuild or repair them so your team can trust the system again.

Related services

After optimisation, explore how we can help you get even more from monday.com.

⚙️
Setup & Configuration
Need a fresh start? We build your monday.com workspace from scratch with boards, automations, and integrations tailored to your team.
⚡
Automation & Integration
Eliminate repetitive manual tasks and connect monday.com to Slack, Gmail, HubSpot, Xero, and more with custom automation recipes.
🕐
Managed Services & Banked Hours
Keep your optimised workspace running smoothly with banked hours for ongoing automations, tweaks, and changes.
🎓
Training & Handover
Hands-on training sessions and Scribe documentation so your team fully understands and adopts the optimised 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