What Are Monday.com Automations?
Monday.com automations are rule-based workflows that trigger automatic actions when specified conditions are met on your boards. They follow a simple Trigger → Condition → Action structure:
- Trigger: The event that starts the automation (e.g., “When a status changes”)
- Condition: An optional filter that the trigger must satisfy (e.g., “And the status is Done”)
- Action: What happens next (e.g., “Notify the team lead”)
In 2026, Monday.com’s New Automation Builder has made it significantly easier to create complex multi-step automations with a drag-and-drop interface. You can chain multiple actions onto a single trigger, use AI to suggest automation recipes, and connect to 200+ external apps without writing a single line of code.
How to Access Monday.com Automations
Getting to the automation builder is straightforward:
- Open any board in your Monday.com workspace
- Click the “Automate” button in the top-right toolbar
- You’ll land on the Board Automations page with a library of 300+ pre-built templates
- To build from scratch, click “Create custom automation” in the top-right corner
Alternatively, click “Integrate” if you want to connect an external app (Slack, Gmail, Jira, Salesforce, etc.) — this takes you to the Integration Center where app-specific automation recipes are pre-configured.
Step-by-Step: Building Your First Monday.com Automation
Step 1: Open the Automation Builder
Click Automate → Create custom automation. The New Automation Builder opens with two panels: a trigger selection panel on the left and your automation canvas on the right.
Step 2: Choose Your Trigger
Click “When this happens” to select your trigger event. Common triggers include:
- Status changes — When an item’s status column changes to a specific value
- Date arrives — When a date column reaches today (great for deadline reminders)
- Item created — When a new item is added to the board
- Column changes — When any column value is updated
- Person assigned — When someone is assigned to an item
- Checkbox checked — When a checkbox column is marked complete
Step 3: Add a Condition (Optional)
Click “And only if” to add a filter. For example: “When status changes” + “And only if the Group is Q2 Projects” ensures the automation only fires for items in a specific group, not the entire board.
Step 4: Define Your Action
Click “Then do this” to choose what happens. Multiple actions can be chained by clicking the + button after your first action. Actions include:
- Notify someone — Send an in-app or email notification with a custom message
- Create an item — Automatically generate a new task on another board
- Move item to group — Reorganize items as they progress through stages
- Change a column value — Auto-update priority, owner, or any other field
- Send an email — Trigger an external email via the Gmail/Outlook integration
- Post to Slack — Send a message to a Slack channel when something changes
Step 5: Test and Activate
Click “Test automation” to trigger it with a test item — always do this before activating on live data. Once satisfied, click “Create Automation” to go live. Your automation is now active and running in the background 24/7.
10 Monday.com Automation Templates to Use Today
| Automation Name | Trigger | Action | Best For |
|---|---|---|---|
| Done → Archive | Status = Done | Move to “Archived” group | All teams |
| Deadline Reminder | Due date is in 3 days | Notify assigned person | Task management |
| Stuck Alert | Status = Stuck | Post to #project-updates Slack | Agile teams |
| New Lead Assign | Item created in CRM board | Assign to Sales Rep + set priority | Sales teams |
| Approval Workflow | Status = Ready for Review | Notify manager + create approval item | Content, legal teams |
| Project Kickoff | Status = Active | Create subtasks from template | Project management |
| Overdue Escalation | Due date passed, status ≠ Done | Change priority to Critical + notify lead | All teams |
| Client Update | Status = Delivered | Send email to client contact | Agencies |
| Sprint Close | Sprint end date arrives | Move unfinished items to next sprint board | Dev teams |
| Jira Sync | Status = In Progress | Create linked Jira issue | Dev + PM cross-team |
Advanced Monday.com Automations: Multi-Step Workflows
In 2026, Monday.com’s New Automation Builder allows up to 10 chained actions on a single trigger. Here’s how to build a multi-step approval and delivery workflow:
- Trigger: When “Status” changes to “Ready for Review”
- Action 1: Notify the designated reviewer via in-app notification
- Action 2: Change the “Owner” column to the reviewer’s name
- Action 3: Create a new item on the “Approvals” board with a link back to this item
- Action 4: Post to the #reviews Slack channel with the item name and link
This single 4-action automation replaces a manual Slack message, a board update, a task creation, and a status change — saving 5–10 minutes per review request.
AI-Powered Automations in Monday.com 2026
Monday’s 2026 AI update introduced natural language automation creation. Instead of clicking through the builder, you can type: “When a task is overdue, notify the assignee and their manager, and change the priority to high” — and Monday’s AI converts it into a configured automation automatically.
The AI Automation Suggestions feature also proactively recommends automations based on your board usage patterns — if it notices you manually moving completed items to an archive group every week, it’ll suggest automating that action.
Automation Limits by Plan
| Plan | Automation Actions/Month | Integration Actions/Month |
|---|---|---|
| Free | None | None |
| Basic | None | None |
| Standard ($12/user/mo) | 250/month | 250/month |
| Pro ($19/user/mo) | 25,000/month | 25,000/month |
| Enterprise | Unlimited | Unlimited |
Frequently Asked Questions: Monday.com Automations
Automations are available starting from the Standard plan ($12/user/month). The Free and Basic plans do not include automation features. The Pro plan (25,000 actions/month) is recommended for teams with active workflows.
Yes — through the Gmail or Outlook integration (available on Standard+), you can trigger automated emails to any email address stored in a column on your board. This is ideal for client update automations.
Monday.com does not limit the number of active automation rules — only the total number of actions executed per month. You can have hundreds of automations running simultaneously as long as you stay within your monthly action quota.
Yes. In the Board Automations page, click the three-dot menu on any automation and select “Duplicate to another board.” This makes it easy to replicate a working automation across multiple project boards without rebuilding from scratch.
Yes — cross-board automations are available on Pro and Enterprise plans. You can trigger actions that create items on a different board, mirror data between boards, or move items from one board to another based on status changes.
📚 Related Reading on WorkManagement Hub
🔗 Official Resources & Further Reading
🎯 Expert Bottom Line
Monday.com automations are one of the most powerful features in the platform — and one of the most underused. Teams that invest 2 hours setting up their core automation workflows consistently save 5–10 hours per week on manual updates, notifications, and status tracking. Start with the 10 templates above, test on non-critical boards first, and scale to multi-step cross-board workflows as your team grows more confident with the builder.
