r/mondaydotcom

Email automations

Anyone having issues setting up or updating automations that send email with outlook? I’m seeing weird behavior that it’s redirecting to set up the actual outlook integration and not just update the automation. Had something similar in the past with service but private browsing isn’t fixing. Seems to be getting worse, was happening to a coworker now happening to me.

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u/777kiki — 2 days ago

Workflow and automations can't share logical paths... seriously?!

How is anybody successfully building any automations in this software? Tell me I'm wrong, please...

Simple logic example

IF a == 1 OR a == 2 OR a == 3

print(a)

ELSE

print(b)

END

Implementing it in Monday com's Automations:

IF a == 1

print(a)

ELSE

print(b)

END

IF a == 2

print(a)

ELSE

print(b)

END

IF a == 3

print(a)

ELSE

print(b)

END

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u/Rough_Ad6878 — 3 days ago

It’s seriously so bad.

This should be your profile picture. At least this trash system has the courtesy to break slowly. Almost like it’s to gaslight the people using it into thinking it was just always like this. Get it together Monday people!

u/Affectionate_Grape19 — 5 days ago

Private boards for separate teams

Hi everyone! I’m new to monday.com

Is it possible to have like hidden boards for different teams at my org? Is that feature available on Pro? Or only on enterprise?

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u/mellowtulip — 5 days ago

The hidden cost of adding more people to a workflow tool

Seat-based pricing gets painful fast when visibility needs expand beyond the core team. Once external collaborators, reviewers, or occasional stakeholders need access, the bill can grow even if their usage is minimal.

At that point, teams usually start asking whether they want a light coordination layer or a broader work platform. ClickUp is one of the names that comes up when people want the latter without splitting planning, docs, and communication into separate systems.

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u/This-You-2737 — 7 days ago

Mirrored Column randomly cuts off

Hi everyone. I have been trying to mirror some of my columns from one of my boards to another board. I want the native data from board A to be mirrored to board B in which the data is then used for other stuff. When I mirror the columns from board A to board B, the data randomly stops in in board B. Like there will be a cutoff where data that exists in board A (which is completely full of data) does not exist within board B past a certain point, despite the columns being mirrored. I am having trouble finding help on this, so nay help would be appreciated.

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u/Ok-System6933 — 6 days ago

Does anyone else have boards that need manual cleanup after every sprint / cycle?

So I keep running into this every week : clean like up boards by resetting status columns, numbers etc to prepare for the next sprint . It’s getting tedious and I can’t figure out if this can be automated - without AI

Thinking of building a small app that resets columns when a trigger is fired (like at the start of the week). It resets the column on its own

Before I spend time on this, I want to know:

  1. If this is a problem you’re facing. How’d you fix it?
  2. Any apps that do this? Is the price worth it? I’d much rather use an app than build something that I’d have to keep fixing
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u/fineNeedlework — 7 days ago

Hi, anyone facing issues?

I’ve been having different issues with our companies’ Monday.con platform. We’ve been in talks with the support team for months now. No resolution yet and I don’t know if it’s just us. We are looking at other companies similar to Monday.com for our company to use. Anyone have a negative experience? Did it get resolved?

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u/Tough-Plankton-6114 — 10 days ago

Anyone else flying blind on automation health?

We've been using monday.com for about a year and love it, but our automation setup is becoming a mess. We have automations across like 20 boards and honestly have no idea which ones are actually working.

Last month we hit our action limit halfway through the month and didn't know until someone noticed things weren't updating. Before that, we had automations owned by a person who left the company — silently dead for months.

How do people manage this at scale? Is there a way to get a birds-eye view of all your automations, see which ones are failing or eating up quota, without going board by board?

Or is everyone just dealing with this and hoping for the best?

u/Zealousideal-Pin1513 — 9 days ago

Fleet Management

Hi Guys

Is anybody using Monday for basic fleet management .

I have attempting to build and automate service using either date or km/hours whichever comes first.

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u/Slow-Bathroom-9399 — 11 days ago

Drowning since switching from Wrike. Please help!

I’m a video producer managing a team of 3 and we just switched from Wrike to Monday.com since the rest of the company uses it. We us ziflow which by itself is a passable review tool but it’s not native to Monday and the review tasks are completely disjointed from the monday tasks.

We’re also really struggling with search. Like it just won’t bring us to the tasks we need and we’re constantly scrolling or getting lost.

The desktop App is next to useless. Can’t create tabs, functionality seems worse than the web. Speed on both is abysmal. Is this PMS just not made for larger teams? It feels unintuitive to creatives if not downright hostile. I know this just sounds like flat out bitching but I’m really looking for some help or resources. Are there gurus out there worth following? Should I just lean 100% in to the AI to avoid having to interface with the other tools. The rest of my team is feeling it and the whole creative dept is about to throw a fit.

/rant. Please help.

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u/technicolordreams — 12 days ago

What client portal software are you using with monday?

I've noticed a lot of Monday users looking for better client facing portals and I'm curious what people are actually using

Monday handles project management well but when it comes to giving clients a secure, branded space to view progress, files, forms, and updates, there seem to be a lot of different approaches.

Are you using a dedicated portal tool, building something with Softr, relying on Monday's native features or using something else entirely?

What did you choose and what features ended up mattering most in practice?

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u/the_mosthated — 14 days ago

Best views for subitems?

I use subitems to manage tasks for related items. So the items themselves don't typically have due dates or assigned people, but the subitems do. I'm trying to figure out the best views for managing these subitems and their tasks with the appropriate due dates.

The My Work view is helpful for seeing the list of tasks and assignments with their due dates, but it doesn't surface information in a really clear way for me. It doesn't show the item details. You have to click into it, and it feels a little bit clunky to me.

I like the items by day view, and I was wondering if there's any sort of view or way to view and manage subitems similarly, or if we're stuck with just My Work?

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u/raganthelion — 12 days ago

monday.com Expert Seeking New Opportunities | Platinum Partner Implementation and Admin Background

Greetings all,

I recently found myself impacted by a reduction in force and am now exploring remote opportunities. I wanted to tap into the collective knowledge of this community to see whether anyone is aware of teams or organizations seeking experienced monday.com professionals.

I had an exciting pivot from a near 10 year marketing career into monday.com consulting at a monday Platinum Partner firm where project managed 14 client implementations, creating strong relationships with key stakeholders across the US, Canada, and the Caribbean. I crafted sophisticated monday.com environments with advanced automations, integrations, and workflows. My superpower is the ability to foster relationships through warmth and sincerity, leveraging extensive project and cross-functional team management experience

Most recently, as a monday.com System Administrator for a national IT firm supporting a leader in the mortgage industry, I drove adoption, governance, and platform success for 175+ users across the a multi-business unit ecosystem, building on my prior implementation experience.

If your organization is hiring, or if you know of an opportunity where my experience could add value, I would greatly appreciate a connection, introduction, or referral.

Cheers and thank you!

Located in Colorado, USA

u/emelcee3 — 12 days ago

Sending out a communication when there is no activity for a set timeframe

Quick question, would there be an automation or workflow to be created if I want a reminder communication to go out when there is no activity on a project for a time period (let’s say 5 days)? I am having trouble with finding/creating this process…any help/insight/direction would be appreciated (or suggestions if this might not be possible)

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u/Klipcyde80 — 12 days ago
▲ 2 r/mondaydotcom+1 crossposts

Has anyone tried using AI Sidekick for reporting in monday.com?

Has anyone tried using AI Sidekick for reporting in monday.com?

We recently experimented with connecting Board Email Reports to AI Sidekick, and the workflow turned out to be surprisingly useful.

Instead of creating dashboards or manually exporting data, you can simply ask AI to generate a report like:

  • Weekly project status
  • Overdue items by owner
  • Completed tasks from the last month
  • Team workload summaries

The report can then be emailed automatically, including charts and visual summaries directly in the email.

We put together both a written guide and a short walkthrough showing the setup process. Curious whether anyone else is using AI Sidekick for reporting or if you've found other practical use cases beyond asking questions about boards.

📖 Blog: https://stiltsoft.com/blog/ai-sidekick-integration-monday/

🎥 Video: https://youtu.be/8aCFSlTO8Ec

https://preview.redd.it/jpdb5zzam09h1.png?width=1200&format=png&auto=webp&s=f08edac89e658191d8b897fb75c68980699cae68

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u/Own_Age2767 — 13 days ago

Best way to review captions without "text" column?

Is there a way to have "text boxes" within the copy/text column? So when you expand the item, you can see separate boxes with text I can populate? For captions on LinkedIn, Instagram and Facebook.

reddit.com
u/Square_Artichoke_194 — 13 days ago