If your team is still nudging tasks, copy/pasting updates, or reminding people on repeat—automation is your untapped capacity. Below are seven Monday.com automation “recipes” you can implement in minutes. Each one removes a recurring manual step and improves visibility so managers see real progress—without chasing it. Use the step-by-step prompts as a guide inside Monday’s Automations Center. At the end, grab the free Automation Checklist to track what you’ve deployed and what impact it delivered.
1) Lead Intake Auto-Assign + SLA Deadline
Problem: New leads linger unassigned; no response time target.
Recipe: “When an item is created, assign Owner using round-robin AND set Due Date to Creation Date + 1 day.”
Why it saves time: Removes manual triage and enforces same-day replies.
Pro tip: Add a status “New” change to “Contacted” on first update.
2) Status to In-Progress → Auto-Set Due Date
Problem: Tasks start without a target end.
Recipe: “When Status changes to In Progress, move Due Date by +3 days.”
Why it saves time: Teams don’t chase deadlines; board stays forecastable.
Pro tip: Use different +days by group (Backlog vs. Priority).
3) Stale Work Nudge (No Update X Days)
Problem: Silent stalls require manual follow-ups.
Recipe: “If Last Update is more than 3 days and Status is not Done, notify Owner and set Status to At Risk.”
Why it saves time: Automatic reminders keep momentum without a meeting.
Pro tip: Mirror this to a manager dashboard for early risk flags.
4) Subitems Done → Advance Parent
Problem: Parent items stay “open” after all sub-tasks are complete.
Recipe: “When all subitem Status are Done, change Parent Status to Ready for Review and notify Reviewer.”
Why it saves time: Eliminates manual reconciliation and handoffs.
5) Recurring Ops Tasks
Problem: Weekly/monthly routines get forgotten.
Recipe: “Every Monday at 09:00, create an item in Ops Routines with Owner and Checklist prefilled.”
Why it saves time: No more recreating the same to-dos each cycle.
6) Hand-offs Between Boards (Cross-Board Sync)
Problem: Teams update separate boards; statuses drift.
Recipe: “When Status changes to Ready for Dev in Requests, create/mirror an item in Dev Backlog and link them; keep statuses in sync.”
Why it saves time: No double entry; both teams see real-time state.
7) Client-Facing Update Trigger
Problem: Manual “it’s ready” emails.
Recipe: “When Status changes to Ready for Review, post an update with a checklist link and @mention Account Owner.” (Or use Email integration to send a templated email.)
Why it saves time: Consistent, timely client comms—without copy/paste.
Quick ROI Check
Formula: (Hours saved/week × blended hourly rate) − (platform cost) = Weekly ROI
Example: (6 hrs × €40) − €0 incremental = €240/week saved.
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