Automations 101

Automate tasks, reduce manual work, and keep work processes running effortlessly.
Automations 101

Description


Repetitive tasks like updating statuses, sending reminders, and moving tasks forward slow teams down and increase the risk of missed steps. Automations in monday.com help reduce manual effort and improve efficiency—so your team can focus on more meaningful work.

In this lesson, you’ll learn the basics of setting up automations to simplify workflows and improve accuracy. By exploring real-life use cases, you’ll see how automations can save time and streamline everyday processes like approvals, notifications, and recurring updates.


Try this: Think about a task your team repeats daily—status updates, reminders, or approvals. Could automation make it easier? As you go through this lesson, consider how basic automations could improve your team’s efficiency.




What you’ll learn:

  • Set up basic automations in monday.com to eliminate repetitive tasks and save time.

  • Explore real-life use cases to see how automations improve efficiency and accuracy.

  • Apply simple automation rules to streamline everyday workflows.

Automations 101

This lesson is for anyone looking to simplify workflows and reduce manual work with automations.
Resource type
Lesson
Lesson Duration
~20 mins
Skill level
Beginner
Product focus
Work management, Dev, CRM, Service
Achievement
Badge