monday.com Automations
Build systems that work hard…so you don’t have to.
You know that repetitive manual work that slows your team down? Consider it done. We build custom monday.com automations that take the “busy work” off your plate, ensuring your data gets where it needs to go, your team stays notified, and your projects stay on track. By turning manual steps into automatic actions, we eliminate bottlenecks and create workspaces that actually keep up with your business.
Creating the right system for your workflow(s)
At Simpleday, we don’t believe in “one-size-fits-all” rules. We select the specific automation engine that provides the most reliability for your unique security, budget, and complexity requirements.
We use a carefully curated combination of:
Native monday.com Automations, aka the "Internal Engine"
Lightning-fast, built-in solutions for managing your boards, notifications, and team assignments without any extra software.
Advanced Middleware
(Make / Zapier / n8n), aka the "External Brain"
High-level engineering for multi-step workflows that need to “think” across your entire tech stack or process complex data logic.
Maximize Your Workspace with Native monday.com Automations
Before looking outside monday.com, we optimize what’s right in front of you. Native automations create the “internal engine” of your boards. They are lightning-fast, reliable, and built directly into your monday.com subscription.
We leverage these native “recipes” to handle essential rules of your business including:
- Status-triggered actions: Instantly notify a manager when a project hits a “Stuck” status or automatically move a lead to “Nurturing” when a follow-up date is set.
- Time & deadline tracking: Create an “Early Warning System” that alerts your team 48 hours before a deadline, or auto-escalate tasks to a supervisor if they remain overdue.
- Automated board cleanup: Keep your workspace organized by automatically archiving completed items or moving “Won” deals to a dedicated historical board.
- Dynamic sub-items: Ensure every project follows your SOPs by automatically generating a pre-set list of sub-tasks the moment a new item is created.
- The benefit: Native automations are cost-effective, require zero extra software, and provide the instant feedback and task management your team needs to stay in sync.
When Your Workflow Needs More: Advanced External Logic
Sometimes, a native “recipe” isn’t enough. When your business logic requires multi-step branches or needs to talk to tools outside of monday.com, we create custom automations. Using the details from our expert comparison of automation tools, we choose the right engine for your specific ecosystem. Some of our favorite automation tools include:
Zapier
The universal connector
We identify and fix workflow bottlenecks—including the “silent killers” you may not even know exist—to streamline your path to completion.
Make.com
The Sophisticated Brain
By automating repetitive busywork, we offload the manual burden so your talent can focus on high-value, creative, and strategic work.
monday.com Native Automations vs. Advanced Automations
| Feature | Native Automations | Advanced Logic (Make/Zapier) |
|---|---|---|
| Speed | Instant | Near-Instant |
| Setup | Simple Recipes | Custom Engineering |
| Scope | Inside monday.com | Across your entire tech stack |
| Best for | Day-to-day board management | Complex, multi-app business processes |
Why monday.com Automations Matter:
- End the "busy work: loop: Stop spending your day chasing updates and manually moving tasks. Let the system handle the administrative heavy lifting.
- Scalability on autopilot: Handle double the workload without doubling your headcount. monday.com automation allows your team to focus on output, not coordination.
- Zero-gap accountability: Ensure nothing falls through the cracks with automated reminders and instant escalations for overdue tasks.
- Standardize your success: Build your "Best Practices" directly into your boards. Ensure every project follows the same proven steps, every single time.
- Instant visibility: Stop waiting for weekly meetings to see progress. As work is completed, your dashboards update in real-time, automatically.
- Reclaim your creative energy: Free your team from the grind of data or workflow management so they can focus on the high-level strategy and tasks that actually grow your business.
Our monday.com Automation Process
The best automations are the ones that work so well you don’t even notice them. Whether we are leveraging native monday.com recipes for speed or engineering advanced logic for complex workflows, the result is the same: a reliable, “invisible” system that handles the busy work in the background. By removing manual friction, we ensure your team’s focus stays on the high-level strategy that actually moves the needle.
Every workflow we build is designed with one purpose: to create a predictable, scalable process that makes work easier and drives measurable efficiency. This is the tried-and-true process that gets you there:
Discovery & Strategy
We start by understanding your business including your workflows, bottlenecks, goals, and any other important information. Together, we map your first workflow and uncover exactly where monday.com automations can create the most value.
Implementation & Build
We build and refine your workspace from the ground up. You’ll be able to provide feedback throughout the process, ensuring the system fits how your team works.
Testing & Refinement
Once you start using your new monday.com setup, we review what’s working (and, if relevant, what’s not). Then we fine-tune it until it feels intuitive, efficient, and built for the long run.
Launch & Handover
We’ll train your team to use monday.com automations confidently. We’ll explain not just how to do things, but why. You’ll leave with the knowledge and ownership to keep things moving as your business evolves.
Perfect For: Organizations that are outgrowing their manual processes. Whether you are a fast-growing agency, a complex construction firm, or a high-volume sales team, our automations are built for those who need their workspace to handle the “heavy lifting” so they can focus on high-level strategy and growth.
FAQs
Working with a monday.com Platinum Partner means you’re getting guidance from a team that’s been trained, tested, and approved directly by monday.com. We understand the platform inside and out, from the technical features to the strategic best practices that make it work effectively for teams of all sizes, in all industries.
When you work with Simpleday, you’re not just getting platform knowledge, you’re getting the experience gained by helping hundreds of businesses build monday.com systems that have proven to be successful.
As an Advanced Delivery and Platinum Partner, Simpleday sits in the top tier of the global ecosystem. But what really sets us apart is our “business-first” approach. We don’t just build boards; we architect solutions based on experience from 400+ successful projects. While others focus on the software features, we focus on your operational bottlenecks, ensuring your system actually drives ROI and team adoption.
It really depends on where your team is feeling the most friction. If your day-to-day bottleneck happens inside monday.com—like manually moving tasks between groups, sending internal reminders, or setting up sub-items for every new project—then Automations are your priority. However, if your challenge is that your data is scattered across different platforms, you likely need Integrations to help monday.com “talk” to your other tools like Gmail, Slack, or HubSpot.
At Simpleday, we typically find that the most high-performing systems use a strategic blend of both to create a truly hands-off workflow.
Our philosophy is to always look for a “Native First” solution using the recipes already included in your monday.com subscription. This keeps your overhead low and your system fast. We only recommend professional middleware like Make, Zapier, or n8n when your business logic requires complex multi-step branches or connections to external tools that don’t have a built-in integration.
We build every system with long-term stability in mind, but we also plan for the unexpected—whether that’s a platform update, a changed API, or a simple human error on a board. Our engineering process includes built-in error handling and active monitoring to ensure that any logic disruptions are detected and logged immediately. This proactive oversight allows us to address potential issues before they impact your team’s productivity.
For those who want total peace of mind, we also offer ongoing support retainers to troubleshoot, maintain, and evolve your automations as your business grows and your tech stack changes.
Absolutely. We know that monday.com evolves, and so do your processes. After your project ends, you can continue working with us for ongoing support, additional strategy sessions, or new workflow builds as your needs change and your company grows. We also offer optional support retainers for teams who want regular access to our experts for continued optimization and troubleshooting.
Yes. Training is one of the most valuable parts of what we do. We offer customized monday.com training sessions for teams and administrators, focused on how your company uses the platform. Our goal is to ensure every member of your team feels confident and comfortable using monday.com, so your workspace is used properly and results.