monday.svg Automation, the 2023 Handbook insights & knowledge.

What is covered in this blog post:

What is automation for? sales pipeline automation automation recipes allow you to create a new automation for your team in minutes. These are pre-defined combinations of triggers and actions; the trigger being the item changing, and the action being what occurs automatically as a result of the trigger. automation, quick start guide

With automation, you can create customized workflows to help your team achieve more. No coding or complex configuration is required – just make a few clicks and our Enterprise-grade Software will do the rest.

Create and set up automation

Automations allow you to automate small tasks such as updating a card or running a forum thread. To add automation, choose the board you wish to add it to and click on the ‘Add to board’ dropdown. From there, you can choose ‘Automation’.

Automations are designed to make your life easier, by giving you a better understanding of your business. Navigate to the Automations Center from the main menu, then choose from any of the categories listed on the left-hand side to get started setting up your automation.

Once you’ve picked the Automation from your chosen category, you can then add parameters into the underlined words. As soon as you’ve completed all the parameters, your recipe will be set and ready for execution!

You can also choose what this message will say when it arrives. Details like the subject and body are up to you, so you can make sure that whatever personal details need to be kept confidential are protected, or add some friendly humor for when someone needs a pick-me-up.

Once you’ve completed your automation, watch take care of your tasks for you.

Benefits of automation

Imagine you spend a lot of time following up with your leads individually. You copy their contact information from your CRM, put it into an email, and send the follow-up email to each lead separately. 

Sounds time-consuming, right? Well, automation could help you send an entire email follow-up series to your leads. 

As you can imagine, this can free up a lot of time in your day-to-day schedule.

Let’s dive into it and see how can benefit your organization.

Increase productivity

Automation is a powerful tool for project managers and teams. It allows us to increase the level of involvement, efficiency, and effectiveness when managing projects. Automation frees up time for you to be productive in other areas. 

When processes are automated throughout a project, the entire project management process becomes more efficient and less time-consuming. This means team members spend less time on the operational side of the project and more time focusing on getting tasks done.

Improve customer experience

Think of every step in the customer journey as a sales funnel. Start at the top, with an introduction email. From there, customers can purchase what they want, return your phone calls, or browse your website for more information. 

Automation helps maintain the connection between the brand and customers, especially when they need it most (such as during an order).

Save time 

Businesses that automate processes save time, money, and effort. Automation enables businesses to quickly implement changes and make decisions more quickly, freeing up valuable resources for other tasks.

You can save a lot of time with automation when it comes to your business processes. If all goes well, once you’ve set up a workflow and the automation is working on it, you won’t even have to think about it again. 

But sometimes, things don’t go as planned and additional workarounds need to be implemented in order for the automation to work. So it’s important to identify the right process for automation and make sure that you set it up correctly too so that once released, it stays that way for good.

Track your automation usage

If you’ve ever wanted to gain more insight into your automation activity, the Automation Activity Log is for you. 

The Automation Activity Log keeps track of all of your automation and their history – so you can see what’s working and what’s not!

The Automation Activity Log is the place to view all automation operations and outcomes. This log will show you if the automation was successful or unsuccessful, who ran it, how long it took, and when it was run.

Your automation activity log is always at your fingertips. The log tracks the past 7-days worth of data or up to 500 automation runs, depending on whichever happens first. 

This data helps you track how many times your automation was executed, what failed, and why — so you can quickly troubleshoot problems.

Use cases

Email Marketing

Email automation is a powerful way to increase your conversion rates for any business. From sending out lead nurturing emails to automating follow-up sequences, email automation makes it easy to communicate with customers at scale by automating each step of the process on your end.

To help you stay on top of your email and make the most of your inbox, offers several automated services. Some of these include:

  • Segmentation: creating “sub-lists” based on specific actions leads take (e.g., email opens, clicks, replies, etc.)
  • Personalization: sending more personalized emails to prospects
  • Drip campaigns: automating a series of emails to engage and nurture prospects

Lead nurturing

Nurturing leads through your sales cycle is an essential part of business growth. It can help you identify and connect with your ideal customers, increase brand awareness and develop a high-quality lead list.

By using automation, you can leverage your marketing capabilities to build relationships with your leads and customers. You can create campaigns that nurture leads based on their behavior and preferences, so you can deliver specific information at the right time.


Put your mind at ease and trust with the most challenging projects on your plate. 

Once set up, it will ensure nothing is missed, keeping your information correct at all times. 

Your team will be able to spend their time on the tasks that matter, like growing your business, building new processes, and creating innovative products. 

It keeps your processes flowing with no interruptions. Stop worrying about what other teams are doing – focus on what really matters—growing your business.

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